RBC O'Shaughnessy U.S. Growth Fund

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Jim O'Shaughnessy

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Investment Objective

To provide long-term capital growth by investing primarily in equity securities of U.S. companies based on Strategy Indexing®, a rigorous and disciplined approach to stock selection based on characteristics associated with above-average returns over long periods of time.

Fund Details

Series: A
Fund Code: RBF551
Load Structure: No Load
Currency: CAD
Inception Date: Nov, 1997
Series A NAV $: 15.83
Series A MER %: 1.55
Benchmark:
  • Russell 2000 Growth Index (US$)


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

    Notes:

    Resources


    Performance Analysis as of  April 30, 2017

    Growth of $10,000

    Returns and Quartile Ranking
    Calendar Returns %

    Trailing Return %