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 longā€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.
  • Microsoft Corp.
  • NVIDIA Corp.
  • Amazon.com Inc.
  • Alphabet Inc., Class A
  • ServiceNow Inc.
  • ASML Holding ADR
  • Meta Platforms Inc.
  • Thermo Fisher Scientific Inc.
  • Visa Inc., Class A

As at September 29, 2023

Sector Breakdown

Geographic Breakdown

 

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

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