MD Funds
MDPIM US Equity Pool
About this portfolio
This fund is suitable as a core position within the U.S. equity asset class for an investor who is willing to accept a medium to high level of investment risk. The tax-awareness strategy provides particular benefit to investors in non-registered plans. This fund is not suitable as a short-term investment.
See Fund Performance to see how this Portfolio is performing.
INVESTMENT objective
The MDPIM US Equity Pool is designed to produce long-term capital growth and to minimize the payment of distributions. The fund invests in equity securities of mid- to large-capitalization U.S. companies. The fund may also invest up to 25% of its net assets in Canadian or U.S. short-term money market instruments.
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 an investment pool that invests primarily in U.S. stocks with a combination of fundamental value characteristics and strong growth prospects.
- Have an investment time horizon of over ten years.
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.