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Bloom U.S. Income & Growth Fund
150 York Street, Suite 1710
Phone: (1-855-256-6618)p:1-855-256-6618 TORONTO, ON  M5H 3S5  Canada Fax: (416) 861-9943f:416 861-9943

This company is no longer actively traded on any major stock exchange.

Business Summary
Bloom U.S. Income & Growth Fund (the Fund) is a closed-end investment trust. The Fund's investment objectives are to provide unitholders with exposure to an actively managed portfolio consisting primarily of publicly traded high dividend paying United States common equity securities, including real estate investment trusts (REITs), stable monthly cash distributions, and the opportunity for capital appreciation. The Fund has a distribution reinvestment plan allowing Class A unitholders to automatically reinvest their monthly distributions in additional Class A units of the Fund. The Fund's portfolio includes investments in various sectors, such as industrial, real estate, consumer discretionary, financial services, information technology, materials, healthcare, telecommunication services and cash. Bloom Investment Counsel, Inc. is the manager of the Fund and it manages the Fund's portfolio.
(Source: ARS)

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
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Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
6/30/202112/31/2020Yes----

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
President, Secretary, Director Ultimate Designated Person, Chief Compliance Officer and Portfolio M M. PaulBloom 12/31/2013 5/1/1985
Chief Financial Officer of the Manager Fiona E.Mitra 6/1/2011 6/1/2011
Vice President, Director, Portfolio Manager of the Manager Adina B.Somer 8/1/2011 5/1/2010
Independent Director of the Manager BeverlyLyons 8/1/2011 8/1/2011

Business Names
Business Name
BUA
BUA.UN

General Information
Outstanding Shares: 1,126,788 (As of 8/18/2021)
Stock Exchange: TSE
Fax Number: (416) 861-9943
Email Address: info@bloomfunds.ca


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Tuesday, April 2, 2024