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MD American Value

MDM270
16.15
-0.02
-0.12%
2018-09-21
5 Years
  • Previous Close

    16.17

  • Net Assets

    128.00M

  • Yield

    0.32%

  • 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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