(As of 12/31/2022)

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

(U.S. Small/Mid Cap Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2020
2019
2018
2017



Inception Return
(1/4/1994)
9.76 %
YTD Return -18.97 %
NAVPS
(2/6/2023)
$126.37
Change ($0.50) / -0.39 %
Growth of $10,000 (As of December 31, 2022)
MER 2.52 %
Assets ($mil) $2,712.89
Rank (1Yr) 208/273
Std Dev (3Yr) 17.29 %
Volatility Ranking (3Yr) 8/10
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.
Fund Manager

TD Asset Management Inc.

Portfolio Manager

Dino Vevaina, TD Asset Management Inc.

Sub-Advisor

Brian Berghuis, T. Rowe Price Associates, Inc.

John Wakeman, T. Rowe Price Associates, Inc.

 
Asset Allocation
(As of December 31, 2022)
Sector Allocation
(As of December 31, 2022)
Geographic Allocation
(As of December 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Hologic IncUS EquityHealthcareUnited States3.27%
Microchip Technology IncUS EquityTechnologyUnited States2.98%
Agilent Technologies IncUS EquityHealthcareUnited States2.61%
Textron IncUS EquityIndustrial GoodsUnited States2.48%
Teleflex IncUS EquityHealthcareUnited States2.46%
Ingersoll Rand IncUS EquityIndustrial GoodsUnited States2.38%
Burlington Stores IncUS EquityConsumer ServicesUnited States2.12%
Bruker CorpUS EquityHealthcareUnited States1.78%
Marvell Technology IncUS EquityTechnologyUnited States1.73%
Keysight Technologies IncUS EquityIndustrial GoodsUnited States1.68%

Performance Data (As of December 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -4.45 5.85 8.12 -18.97 -18.97 2.53 6.90 13.67
Benchmark -5.46 7.00 10.53 -11.77 -11.77 5.78 6.94 12.72
Quartile Ranking 3 3 2 4 4 3 2 1

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -18.97 11.72 19.07 24.58 3.95 15.73 1.14 26.06 21.55 43.82
Benchmark -11.77 20.00 11.78 21.65 -2.87 8.66 14.08 11.76 18.40 44.35
Quartile Ranking 4 4 1 1 2 1 4 1 1 2

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