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Counsel US Growth Series D

CGF707
25.46
-0.04
-0.17%
2017-10-19
5 Years
  • Previous Close

    25.50

  • Net Assets

    3.86M

  • Yield

    0.15%

  • Front load

    None

  • Expenses

    -

  • Category

    US Equity

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Counsel Portfolio Services Inc

Fund Style

Open

Fund Manager

Thomas Marsico

Investment Style

Large Growth

The investment objective of Counsel U.S. Growth is to invest primarily in U.S. equity securities to seek to achieve long-term capital growth and to provide a reasonable rate of return. Counsel U.S. Growth may also invest in U.S. fixed income securities and equity and fixed income securities from issuers anywhere in the world depending upon prevailing market conditions.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 1,000
Initial Purchase: AIP 50

Inception

2009-01-14

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