MD American Value Fund
About this portfolio
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™.
See Fund Performance to see how this Portfolio is performing.
INVESTMENT objective
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.
Who is this fund for?
Investors who:
- Are looking for a fund that is suitable as a core U.S. investment within a well diversified portfolio.
- Are seeking a fund that invests primarily in U.S. stocks with fundamental value characteristics.
- Have an investment time horizon of over ten years.
Documents / Resources
Series I
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
MD Funds Unit Values
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.
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. The MD Family of Funds is managed by MD Financial Management Inc.
* 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. 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.