(As of 2/28/2017)

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)
21.89 %
YTD Return 1.52 %
NAVPS
(3/24/2017)
$17.36
Change $0.00 / 0.00 %
Growth of $10,000 (As of February 28, 2017)
MER 2.38 %
Assets ($mil) $406.18
Rank (1Yr) 343/577
Std Dev (3Yr) 11.87 %
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 February 28, 2017)
Sector Allocation
(As of February 28, 2017)
Geographic Allocation
(As of February 28, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
Carter's IncUS EquityConsumer ServicesUnited States1.03%
Colgate-Palmolive CoUS EquityConsumer GoodsUnited States1.02%
Clorox CoUS EquityConsumer GoodsUnited States1.02%
NVR IncUS EquityIndustrial GoodsUnited States1.01%
Everest Re Group LtdInternational EquityFinancial ServicesLatin America1.01%
ConAgra Foods IncUS EquityConsumer GoodsUnited States1.01%
PepsiCo IncUS EquityConsumer GoodsUnited States1.00%
Reinsurance Group of America IncUS EquityFinancial ServicesUnited States1.00%
Johnson & JohnsonUS EquityHealthcareUnited States1.00%
Republic Services IncUS EquityIndustrial ServicesUnited States1.00%

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 5.26 4.76 9.23 1.52 17.88 18.77 -    -   
Benchmark 6.12 6.85 11.50 4.77 22.67 17.54 20.92 8.99
Quartile Ranking 2 3 3 4 3 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 - - - - - - -

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