MD Funds
MDPIM S&P 500 Index Pool
About this portfolio
This fund is suitable as a core U.S. equity investment within a well-diversified portfolio. It is intended for those seeking a passive approach to investing in U.S. stocks.
This fund is not suitable as a short-term investment. Used in MD Precision Portfolios™.
See Fund Performance to see how this Portfolio is performing.
INVESTMENT objective
The objective of this fund is to provide long-term capital growth by investing primarily in U.S. equity securities that track the holdings of the S&P 500 Index, a generally recognized broad-based U.S. equity market index.
Who is this fund for?
Investors who:
- Are looking for a fund that is suitable as a core U.S. equity investment within a well diversified portfolio.
- Are seeking a passive investment approach to investing in U.S. stocks.
- Have an investment time horizon of over ten years. This Fund is not suitable for an investor seeking a short-term investment.
Documents / Resources
Fund performance and unit values
Up-to-date fund figures are always available, so you can see how our teams of international managers are delivering value and performance on a daily and monthly basis.
View fund performanceOur fees
are no mystery
Our reporting goes beyond regulatory requirements to provide you with a complete picture of how your fees are used to pay for management expenses, operating costs and taxes.
Learn more about our fees
Getting started
Put our hand-picked asset managers to work for you. Contact an MD Advisor* to start building a personalized portfolio of MD mutual funds and pooled funds.
The MD Family of Funds is managed by MD Financial Management Inc.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated. To obtain a copy of the prospectus, please call your MD Advisor, or the MD Trade Centre at 1 800 267-2332.
* MD Advisor refers to an MD Management Limited Financial Consultant or Investment Advisor (in Quebec), or an MD Private Investment Counsel Portfolio Manager.
The F series funds and pools are only available in MD Plus™ accounts (MD Management Limited). The MER for the F series funds and pools is in addition to the fees charged under the MD Plus™ Agreement, where a fee based on a percentage of your holdings is charged.