(As of 3/31/2017)

TD U.S. Blue Chip Equity Fund - Investor Series

(U.S. Equity)



2013
2012

FundGrade A+ Rating recipient
For more information about
FundGrade click here
Inception Return
(10/31/1996)
6.33 %
YTD Return 8.98 %
NAVPS
(4/21/2017)
$35.75
Change $0.03 / 0.08 %
Growth of $10,000 (As of March 31, 2017)
MER 2.54 %
Assets ($mil) $2,532.82
Rank (1Yr) 138/578
Std Dev (3Yr) 14.74 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Open to Invest Open
 
Objective
The fundamental investment objective is to achieve long-term capital growth by investing primarily in common stocks of large and medium-sized blue chip companies located in the U.S. which are well established in their respective industries with the potential for above average growth. Current income is also an objective, as many of the stocks in the Fund's portfolio are expected to pay dividends.
Management Co.
TD Asset Management Inc.
Managers
Larry J. Puglia,
 
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
Amazon.com IncUS EquityConsumer ServicesUnited States8.53%
Facebook Inc Cl AUS EquityTechnologyUnited States5.28%
Priceline Group IncUS EquityConsumer ServicesUnited States4.69%
Alphabet Inc Cl CUS EquityTechnologyUnited States4.23%
Microsoft CorpUS EquityTechnologyUnited States3.52%
Visa Inc Cl AUS EquityFinancial ServicesUnited States3.12%
MasterCard IncUS EquityFinancial ServicesUnited States2.61%
Alphabet Inc Cl AUS EquityTechnologyUnited States2.36%
Danaher CorpUS EquityIndustrial GoodsUnited States2.35%
UnitedHealth Group IncUS EquityHealthcareUnited States2.24%

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 1.39 8.98 10.25 8.98 18.27 15.76 18.13 8.77
Benchmark 0.25 5.03 11.57 5.03 19.99 17.38 20.00 9.04
Quartile Ranking 1 1 2 1 1 1 1 1

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund -4.67 30.78 16.80 47.65 13.63 1.63 8.21 18.57 -29.73 -6.03
Benchmark 8.65 20.77 24.19 41.93 13.16 4.41 8.81 9.34 -23.08 -9.80
Quartile Ranking 4 1 3 1 1 1 2 1 3 2

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