ABC Fundamental-Value Fund

Objective

ABC Fundamental-Value Fund searches for fundamentally attractive North American equities. The primary objective of the Fund is to seek long‐term capital appreciation by investing in a diversified portfolio of all-capitalization Canadian and American common stocks. Our focused fundamental research seeks North American equities with appealing valuations, increasing dividend income and growth potential.

 
 

Top Ten Holdings

  • Apple Inc.
  • NVIDIA Corp.
  • Microsoft Corp.
  • Amazon.com Inc.
  • Alphabet Inc., Class A
  • Thermo Fisher Scientific Inc.
  • The Home Depot Inc.
  • Visa Inc., Class A
  • Boston Scientific Corp.
  • Meta Platforms Inc.

As at March 31, 2023

Sector Breakdown

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Geographic Breakdown

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The ABC Fundamental-Value Fund has a minimum initial investment of $25,000.

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