Investor suitability

For those who:

  • want a U.S. equity fund that focuses on value
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests primarily in a broadly diversified portfolio of American equity securities.


Fund/ETF Facts (2024-03-28)

Inception date

2011-10-04

Asset class

U.S. Equity

Income distribution

Annually

Minimum investment

$100,000 initial/$5,000 additional

Growth of $10,000