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Who Should Buy This Fund?
Consider this fund if
- you are looking for a core U.S. equity fund for your portfolio
- you are comfortable with medium investment risk (i.e. you are willing to accept fluctuations in the market value of your investment).
Investment Objectives and Strategies
This fund's objective is to increase the value of your investment over the long term by investing in equities of well-established U.S. companies that may be undervalued by the marketplace.
The portfolio manager applies a disciplined, quantitative investment process to screen companies for consistent earnings and attractive valuations, and completes the stock selection process through fundamental analysis.