(As of 6/30/2017)

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)
6.50 %
YTD Return 14.31 %
NAVPS
(7/21/2017)
$37.05
Change ($0.14) / -0.38 %
Growth of $10,000 (As of June 30, 2017)
MER 2.54 %
Assets ($mil) $2,683.99
Rank (1Yr) 25/589
Std Dev (3Yr) 15.05 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status 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 June 30, 2017)
Sector Allocation
(As of June 30, 2017)
Geographic Allocation
(As of June 30, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
Amazon.com IncUS EquityConsumer ServicesUnited States8.53%
Facebook Inc Cl AUS EquityTechnologyUnited States5.14%
Priceline Group IncUS EquityConsumer ServicesUnited States4.49%
Alphabet Inc Cl CUS EquityTechnologyUnited States4.28%
Microsoft CorpUS EquityTechnologyUnited States3.53%
Visa Inc Cl AUS EquityFinancial ServicesUnited States3.08%
Alibaba Group Holding Ltd - ADRInternational EquityTechnologyAsia/Pacific Rim3.00%
MasterCard IncUS EquityFinancial ServicesUnited States2.57%
UnitedHealth Group IncUS EquityHealthcareUnited States2.51%
Alphabet Inc Cl AUS EquityTechnologyUnited States2.35%

Performance Data (As of June 30, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -3.65 4.89 14.31 14.31 25.45 17.54 20.21 9.33
Benchmark -3.27 0.59 5.65 5.65 18.44 17.02 20.33 9.32
Quartile Ranking 3 1 1 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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