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Counsel US Value Series E

CGF806
17.87
+0.04
+0.20%
2017-10-16
5 Years
  • Previous Close

    17.84

  • Net Assets

    7.45M

  • Yield

    0.76%

  • 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

Timothy Rudderow

Investment Style

Large Value

The investment objective of Counsel U.S. Value is to seek long-term growth of capital while maintaining a commitment to protection of its capital, by investing primarily in U.S. equity securities. Counsel U.S. Value may also invest in U.S. fixed-income securities and equity and fixed-income securities of 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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