Investor suitability

For those who:

  • want to invest in North American small and mid-capitalization companies
  • are investing for the medium and/or long term
  • can tolerate medium to high risk

Fund overview

This fund invests primarily in equity and equity-related securities of small to mid-capitalization North American companies.


Fund/ETF Facts (2024-12-30)

Inception date

1991-04-29

Asset class

U.S. Small/Mid Cap Equity

Income distribution

Annually

Minimum investment

$500 initial/$25 additional

Growth of $10,000