(As of 11/30/2018)

TD U.S. Mid-Cap Growth Fund - D Series

(U.S. Small/Mid Cap Equity)



2016
2015

FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(10/20/2015)
12.39 %
YTD Return 12.22 %
NAVPS
(12/11/2018)
$13.20
Change ($0.04) / -0.30 %
Growth of $10,000 (As of November 30, 2018)
MER 1.73 %
Assets ($mil) $1,761.20
Rank (1Yr) 21/96
Std Dev (3Yr) 11.72 %
Volatility Ranking (3Yr) 9/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The fundamental investment objective is to seek to achieve long-term capital growth by investing primarily in equity securities of medium sized issuers in the United States.
Management Co.
TD Asset Management Inc.
Managers
Brian Berghuis, John Wakeman, Dino Vevaina
 
Asset Allocation
(As of November 30, 2018)
Sector Allocation
(As of November 30, 2018)
Geographic Allocation
(As of November 30, 2018)
Top 10 Holdings
NameAssetSectorGeographicPercent
Teleflex IncUS EquityHealthcareUnited States2.63%
Cooper Companies IncUS EquityHealthcareUnited States2.18%
Textron IncUS EquityIndustrial GoodsUnited States2.01%
Hologic IncUS EquityHealthcareUnited States1.98%
Microchip Technology IncUS EquityTechnologyUnited States1.96%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada1.92%
Keysight Technologies IncUS EquityTechnologyUnited States1.83%
Agilent Technologies IncUS EquityTechnologyUnited States1.76%
Willis Towers Watson PLCInternational EquityIndustrial ServicesEuropean Union1.75%
Ball CorpUS EquityIndustrial GoodsUnited States1.74%

Performance Data (As of November 30, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.61 -3.57 4.47 12.22 9.01 10.78 -    -   
Benchmark 3.36 -7.66 -0.43 6.63 4.43 9.24 12.36 15.75
Quartile Ranking 1 1 1 1 1 1 - -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 16.69 1.98 -      -      -      -      -      -      -      -     
Benchmark 8.66 14.08 11.76 18.40 44.35 16.54 -0.99 19.60 20.00 -22.34
Quartile Ranking 1 3 - - - - - - - -

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