(As of 5/31/2022)

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)
9.89 %
YTD Return -20.62 %
NAVPS
(6/24/2022)
$112.52
Change $2.76 / 2.51 %
Growth of $10,000 (As of May 31, 2022)
MER 2.55 %
Assets ($mil) $2,846.89
Rank (1Yr) 198/274
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 May 31, 2022)
Sector Allocation
(As of May 31, 2022)
Geographic Allocation
(As of May 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Hologic IncUS EquityHealthcareUnited States3.37%
Microchip Technology IncUS EquityTechnologyUnited States2.87%
Textron IncUS EquityIndustrial GoodsUnited States2.66%
Catalent IncUS EquityHealthcareUnited States2.61%
Ingersoll Rand IncUS EquityIndustrial GoodsUnited States2.29%
Teleflex IncUS EquityHealthcareUnited States2.24%
Ball CorpUS EquityBasic MaterialsUnited States2.21%
Marvell Technology IncUS EquityTechnologyUnited States2.14%
Agilent Technologies IncUS EquityHealthcareUnited States2.05%
Fortinet IncUS EquityTechnologyUnited States1.80%

Performance Data (As of May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.68 -9.41 -19.09 -20.62 -11.31 5.03 6.84 13.83
Benchmark -0.93 -6.87 -10.87 -13.27 -5.21 8.49 7.42 13.46
Quartile Ranking 2 3 4 4 3 4 2 1

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 11.72 19.07 24.58 3.95 15.73 1.14 26.06 21.55 43.82 9.64
Benchmark 20.00 11.78 21.65 -2.87 8.66 14.08 11.76 18.40 44.35 16.54
Quartile Ranking 4 1 1 2 1 4 1 1 2 3

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