(As of 3/31/2017)

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

(U.S. Small/Mid Cap Equity)



2015


FundGrade A+ Rating recipient
For more information about
FundGrade click here
Inception Return
(1/4/1994)
10.35 %
YTD Return 7.02 %
NAVPS
(4/24/2017)
$86.75
Change $1.01 / 1.16 %
Growth of $10,000 (As of March 31, 2017)
MER 2.54 %
Assets ($mil) $1,293.81
Rank (1Yr) 50/77
Std Dev (3Yr) 13.02 %
Volatility Ranking (3Yr) 9/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Open to Invest 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 March 31, 2017)
Sector Allocation
(As of March 31, 2017)
Geographic Allocation
(As of March 31, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
Teleflex IncUS EquityHealthcareUnited States2.17%
Textron IncUS EquityIndustrial GoodsUnited States2.16%
Willis Towers Watson PLCInternational EquityIndustrial ServicesEuropean Union2.04%
Microchip Technology IncUS EquityTechnologyUnited States1.90%
Fiserv IncUS EquityIndustrial ServicesUnited States1.82%
Norwegian Cruise Line Holdings LtdUS EquityConsumer ServicesUnited States1.80%
Hologic IncUS EquityHealthcareUnited States1.73%
Marriott International Inc Cl AUS EquityConsumer ServicesUnited States1.73%
Fidelity National Financial IncUS EquityConsumer ServicesUnited States1.69%
Equifax IncUS EquityIndustrial ServicesUnited States1.67%

Performance Data (As of March 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.35 7.02 9.34 7.02 16.56 15.94 18.78 10.38
Benchmark -0.13 3.51 12.45 3.51 23.97 13.41 18.84 9.45
Quartile Ranking 1 1 3 1 3 1 1 1

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 1.14 26.06 21.55 43.82 9.64 -0.55 20.15 22.63 -27.30 -1.82
Benchmark 14.08 11.76 18.40 44.35 16.54 -0.99 19.60 20.00 -22.34 -12.52
Quartile Ranking 4 1 1 2 3 2 2 2 2 1

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