- Vertex Growth Fund -
Third Quarter Report, 2017
Third Quarter Commentary Live with John Thiessen, Co-Founder and Lead Portfolio Manager of the Vertex Fund and Growth Fund VRT301, VRT302, VRT400, VRT401.
PERFORMANCE (Class F shares as at September 29, 2017)
Net Asset Value
Year to Date
+annualized return *Post-Distribution
Returns are net of all fees and include reinvested distributions.
For previous quarterly reports please see the Archives.
- Class B : VRT 400
- Class F : VRT 401
- Low Load : VRT 402
- Minimum Investment :
- $5,000 (initial)
- $2,000 (subsequent)
- bPerformance Fact Sheet
- bSimplified Prospectus
- bAnnual Information Form
- bAnnual Fund Facts DocumentsClass B / Class F
- bVertex IRC Annual Report
- bManagement and Investment Team
- bFinancial StatementsAnnual / Semi Annual
- bQuarterly Portfolio Disclosure1st Quarter / 3rd Quarter
- bMgmt Report of Fund PerformanceAnnual / Semi Annual