(As of 1/31/2020)

TD Canadian Low Volatility Fund - Investor Series

(Canadian Equity)






FundGrade A+® Rating recipient
For more information about
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Inception Return
(4/15/2014)
7.08 %
YTD Return 2.52 %
NAVPS
(2/27/2020)
$7.82
Change ($0.24) / -3.07 %
Growth of $10,000 (As of January 31, 2020)
MER 2.03 %
Assets ($mil) $233.82
Rank (1Yr) 95/583
Std Dev (3Yr) 7.30 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The fundamental investment objective is to seek to achieve long-term capital appreciation by investing primarily in, or gaining exposure to, Canadian equity securities, while seeking to reduce volatility.
Management Co.
TD Asset Management Inc.
Managers
Jean Masson, Julien Palardy, Laurie-Anne Davison, Emin Baghramyan, Louis-Philippe Roy
 
Asset Allocation
(As of January 31, 2020)
Sector Allocation
(As of January 31, 2020)
Geographic Allocation
(As of January 31, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
TD Canadian Low Volatility PoolCanadian EquityMutual FundCanada99.84%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.16%

Performance Data (As of January 31, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.52 4.60 5.63 2.52 15.75 7.42 6.16 -   
Benchmark 1.74 5.88 7.20 1.74 14.98 7.21 6.53 7.68
Quartile Ranking 1 3 3 1 1 1 1 -

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 18.67 -6.20 8.47 13.51 -1.83 -      -      -      -      -     
Benchmark 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99 7.19 -8.71 17.61
Quartile Ranking 2 1 1 3 1 - - - - -

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