(As of 4/30/2017)

TD U.S. Low Volatility Fund - Investor Series

(U.S. Equity)






FundGrade A+ Rating recipient
For more information about
FundGrade click here
Inception Return
(9/10/2013)
22.08 %
YTD Return 5.54 %
NAVPS
(5/26/2017)
$17.95
Change ($0.02) / -0.11 %
Growth of $10,000 (As of April 30, 2017)
MER 2.38 %
Assets ($mil) $452.52
Rank (1Yr) 104/584
Std Dev (3Yr) 11.96 %
Volatility Ranking (3Yr) 8/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Open to Invest Open
 
Objective
Seeks to achieve long-term capital appreciation by investing primarily in, or gaining exposure to, equity securities of issuers in the United States, while seeking to reduce volatility.
Management Co.
TD Asset Management Inc.
Managers
Jean Masson, Wilcox Chan, Yuriy Bodjov , Julien Palardy,
 
Asset Allocation
(As of April 30, 2017)
Sector Allocation
(As of April 30, 2017)
Geographic Allocation
(As of April 30, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sanderson Farms IncUS EquityConsumer GoodsUnited States1.09%
First American Financial CorpUS EquityFinancial ServicesUnited States1.08%
Darden Restaurants IncUS EquityConsumer ServicesUnited States1.08%
Everest Re Group LtdInternational EquityFinancial ServicesLatin America1.05%
Facebook Inc Cl AUS EquityTechnologyUnited States1.04%
Foot Locker IncUS EquityConsumer ServicesUnited States1.03%
Wal-Mart Stores IncUS EquityConsumer ServicesUnited States1.03%
Home Depot IncUS EquityConsumer ServicesUnited States1.03%
NVR IncUS EquityIndustrial GoodsUnited States1.02%
Toro CoUS EquityIndustrial GoodsUnited States1.02%

Performance Data (As of April 30, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.08 9.43 14.31 5.54 26.41 19.71 -    -   
Benchmark 3.79 10.41 15.47 9.01 28.36 18.90 21.29 9.40
Quartile Ranking 2 2 2 3 1 1 - -

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 11.70 24.53 24.60 -      -      -      -      -      -      -     
Benchmark 8.65 20.77 24.19 41.93 13.16 4.41 8.81 9.34 -23.08 -9.80
Quartile Ranking 1 1 1 - - - - - - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .