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United US Equity Small Cap Pool

UNUEQSPA:CN
18.79
CAD
0.01
0.04%
As of 7:59 AM EDT 9/25/2017
Fund Type
Open-End Fund
52Wk Range
16.76 - 20.09
1 Yr Return
7.63%
YTD Return
-1.09%
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Previous Close
18.78
52Wk Range
16.76 - 20.09
1 Yr Return
7.02%
YTD Return
-1.09%
Fund Type
Open-End Fund
Objective
United States
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/25/2017)
18.7924
Total Assets (m CAD) (on 03/31/2017)
280.720
Inception Date
12/28/2006
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
WILLIAM W PRIEST "BILL" / DAVID N PEARL
Front Load Fee
4.00%
Back Load Fee
5.50%
Redemption Fee
2.00%
12b-1 Fee
-
Current Mgmt Fee
2.50%
Expense Ratio
2.71%

Top Fund Holdings

Name Position Value % of Fund
9.11 k 11.38 m 4.20
47.97 k 7.61 m 2.81
23.05 k 6.27 m 2.31
70.78 k 6.20 m 2.29
88.55 k 6.19 m 2.28
85.80 k 5.76 m 2.13
107.39 k 5.76 m 2.13
136.88 k 5.69 m 2.10
46.83 k 5.08 m 1.87
134.07 k 4.94 m 1.82
Profile
United US Equity Small Cap Pool is an open-end fund incorporated in Canada. The objective of the Fund is to obtain maximum long-term capital growth through direct and indirect investments in equity and equity-related securities of small to mid-market capitalization US companies that the portfolio advisor believes have the potential for positive total returns.
Address
United Financial Corporation
2 Queen Street East, Twentieth Floor
Toronto, Ontario M5C 3G7
Canada
Phone
1-888-664-4784