(As of 6/30/2017)

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)
19.57 %
YTD Return 0.82 %
NAVPS
(7/24/2017)
$16.89
Change ($0.10) / -0.59 %
Growth of $10,000 (As of June 30, 2017)
MER 2.38 %
Assets ($mil) $440.42
Rank (1Yr) 463/589
Std Dev (3Yr) 12.39 %
Volatility Ranking (3Yr) 9/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status 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 June 30, 2017)
Sector Allocation
(As of June 30, 2017)
Geographic Allocation
(As of June 30, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
NVR IncUS EquityIndustrial GoodsUnited States1.14%
Darden Restaurants IncUS EquityConsumer ServicesUnited States1.11%
Sykes Enterprises IncUS EquityIndustrial ServicesUnited States1.10%
First American Financial CorpUS EquityFinancial ServicesUnited States1.09%
Toro CoUS EquityIndustrial GoodsUnited States1.06%
Jack Henry & Associates IncUS EquityFinancial ServicesUnited States1.05%
Johnson & JohnsonUS EquityHealthcareUnited States1.04%
Everest Re Group LtdInternational EquityFinancial ServicesLatin America1.03%
United Parcel Service IncUS EquityIndustrial ServicesUnited States1.03%
Silgan Holdings IncUS EquityIndustrial GoodsUnited States1.03%

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 -4.16 -0.58 0.82 0.82 10.81 17.90 -    -   
Benchmark -3.27 0.59 5.65 5.65 18.44 17.02 20.33 9.32
Quartile Ranking 4 3 4 4 4 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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