RBC U.S. Equity Fund

You are on: FUND INDIVIDUAL page

Select Series:
Select Another Fund:

Brad Willock

Profile >

Investment Objective

To provide long-term capital growth by investing in equity securities of U.S. companies to provide broad exposure to economic growth opportunities in the U.S. market.

Fund Details

Series: A
Fund Code: RBF263
Load Structure: No Load
Currency: CAD
Inception Date: Oct, 1972
Series A NAV $: 30.63
Series A MER %: 2.02
Adjusted A MER %: 1.94
Benchmark:
  • S&P 500 (C$)


  • Income Distribution: Annually
    Capital Gains Distribution: Annually
    Sales Status: Open
    Minimum Investment $: 500
    Subsequent Investment $: 25

    Notes: The inception date of this fund is July 1966, however the "Since Inception" rate of return for this fund includes data from October 1972 only.

    Resources


    Performance Analysis as of  April 30, 2017

    Growth of $10,000

    Returns and Quartile Ranking
    Calendar Returns %

    Trailing Return %