(As of 6/30/2026)

ABC Fundamental-Value Fund

(North American Equity)
Inception Return
(3/20/1989)
11.52 %
YTD Return 26.53 %
NAVPS
(6/30/2026)
$58.28
Change - / -
Growth of $10,000 (As of June 30, 2026)
MER 2.33 %
Assets ($mil) $290.07
Rank (1Yr) 11/80
Std Dev (3Yr) 17.00 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
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.
Fund Manager

I.A. Michael Investment Counsel Ltd.

Portfolio Manager

Irwin A. Michael, I.A. Michael Investment Counsel Ltd.

Sub-Advisor
-
 
Asset Allocation
(As of June 30, 2026)
Sector Allocation
(As of June 30, 2026)
Geographic Allocation
(As of June 30, 2026)
Top 10 Holdings
NameAssetSectorGeographicPercent
Micron Technology IncUS EquityTechnologyUnited States18.86%
NVIDIA CorpUS EquityTechnologyUnited States12.94%
Alphabet Inc Cl AUS EquityTechnologyUnited States7.95%
Apple IncUS EquityTechnologyUnited States6.92%
ASML Holding NV - ADRInternational EquityTechnologyEuropean Union6.87%
Amazon.com IncUS EquityConsumer ServicesUnited States5.59%
Microsoft CorpUS EquityTechnologyUnited States4.76%
Meta Platforms Inc Cl AUS EquityTechnologyUnited States3.69%
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada2.42%
Brookfield Corp Cl ACanadian EquityFinancial ServicesCanada2.36%

Performance Data (As of June 30, 2026)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.94 33.55 26.53 26.53 43.68 28.95 17.69 15.90
Benchmark 1.25 12.12 12.83 12.83 30.34 23.64 15.83 14.81
Quartile Ranking 1 1 1 1 1 1 1 1

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 16.48 34.55 36.75 -24.86 25.41 14.87 27.85 -7.13 17.52 -1.57
Benchmark 21.74 28.77 17.51 -9.17 26.72 10.91 24.09 -2.58 11.54 14.85
Quartile Ranking 2 1 1 4 3 2 1 1 1 4

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