(As of 2/28/2017)

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)
10.32 %
YTD Return 5.60 %
NAVPS
(3/24/2017)
$83.89
Change $0.20 / 0.24 %
Growth of $10,000 (As of February 28, 2017)
MER 2.54 %
Assets ($mil) $1,275.68
Rank (1Yr) 55/74
Std Dev (3Yr) 13.17 %
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 February 28, 2017)
Sector Allocation
(As of February 28, 2017)
Geographic Allocation
(As of February 28, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada2.74%
Textron IncUS EquityIndustrial GoodsUnited States2.16%
Teleflex IncUS EquityHealthcareUnited States2.07%
Willis Towers Watson PLCInternational EquityIndustrial ServicesEuropean Union2.00%
Fiserv IncUS EquityIndustrial ServicesUnited States1.95%
Microchip Technology IncUS EquityTechnologyUnited States1.87%
Norwegian Cruise Line Holdings LtdUS EquityConsumer ServicesUnited States1.81%
Fidelity National Financial IncUS EquityConsumer ServicesUnited States1.67%
Hologic IncUS EquityHealthcareUnited States1.66%
Roper Industries IncUS EquityIndustrial GoodsUnited States1.66%

Performance Data (As of February 28, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 5.61 5.24 7.61 5.60 18.17 14.60 19.12 10.04
Benchmark 4.84 5.49 12.88 3.65 29.54 13.32 19.64 9.48
Quartile Ranking 1 2 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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