MD American Value Fund
This fund is suitable as a core U.S. investment within a well-diversified portfolio. The investor must be willing to accept a medium to high level of investment risk. This fund is not suitable for investors who do not wish any degree of capital fluctuation, or as a short-term investment. Used in MD Precision Portfolios™.
This fund focuses on long-term capital growth, with income production as a secondary consideration. The fund invests in a diversified portfolio of primarily U.S. equity securities. The fund advisor uses quantitative and fundamental analysis to seek under-valued U.S. stocks with fundamental prospects that are likely to improve.
- Financial Statements - Annual / Interim
- Management Report of Fund Performance - Annual / Interim
- Quarterly Portfolio Disclosure - Q1 2016 / Q3 2015