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MD American Value

MDM270
14.27
+0.04
+0.28%
2017-10-16
5 Years
  • Previous Close

    14.23

  • Net Assets

    184.76M

  • Yield

    0.19%

  • Front load

    None

  • Expenses

    -

  • Category

    US Equity

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★★
Profile

Name of Issuer

MD Financial Management Inc.

Fund Style

Open

Fund Manager

Not Disclosed

Investment Style

Large Value

The Fund's investment objectives are long-term capital growth with due regard for the conservation of capital, with income production as a secondary consideration. The Fund invests in a diversified portfolio of primarily US equity securities of large, mid and small cap companies.

Purchase Information

Initial Purchase 3,000
Initial Purchase: IRA 3,000
Initial Purchase: AIP 25

Inception

2000-08-28

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