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MDPIM S&P 500 Index Pool

Portfolio Description

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™.

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.

The F series funds and pools are only available in MD Plus ™ accounts. 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.