(As of 12/31/2017)

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

(U.S. Small/Mid Cap Equity)



2015


FundGrade A+® Rating recipient
For more information about
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Inception Return
(10/20/2015)
11.96 %
YTD Return 16.69 %
NAVPS
(1/16/2018)
$12.64
Change ($0.06) / -0.47 %
Growth of $10,000 (As of December 31, 2017)
MER 1.72 %
Assets ($mil) $1,493.21
Rank (1Yr) 6/80
Std Dev (3Yr) -
Volatility Ranking (3Yr) -
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 December 31, 2017)
Sector Allocation
(As of December 31, 2017)
Geographic Allocation
(As of December 31, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
Teleflex IncUS EquityHealthcareUnited States2.38%
Textron IncUS EquityIndustrial GoodsUnited States2.36%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada1.89%
Microchip Technology IncUS EquityTechnologyUnited States1.83%
Fiserv IncUS EquityIndustrial ServicesUnited States1.82%
Hologic IncUS EquityHealthcareUnited States1.81%
Roper Industries IncUS EquityIndustrial GoodsUnited States1.80%
Dollar General CorpUS EquityConsumer ServicesUnited States1.78%
Tapestry IncUS EquityConsumer GoodsUnited States1.77%
IDEX CorpUS EquityIndustrial GoodsUnited States1.71%

Performance Data (As of December 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.85 5.09 5.36 16.69 16.69 -    -    -   
Benchmark -2.07 5.80 6.33 8.66 8.66 11.48 18.82 11.78
Quartile Ranking 3 2 2 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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