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Matco Small Cap Series F

MAT401
17.75
+0.01
+0.07%
2018-04-23
5 Years
  • Previous Close

    17.73

  • Net Assets

    5.41M

  • Yield

    2.31%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Small/Mid Cap Equity

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Matco Financial Inc.

Fund Style

Open

Fund Manager

Not Disclosed

Investment Style

Small Blend

This Fund seeks to provide long-term capital appreciation by investing primarily in small to mid capitalization Canadian companies. The Fund seeks to invest in a portfolio of companies that exhibit certain characteristics such as profitability, strong and/or strengthening financial statements, reasonable multiples, predictability, analyst recognition and market participation and income.

Purchase Information

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

Inception

2010-03-01

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