(As of 5/31/2019)

Sun GIF Solutions TD Dividend Income Estate Ser A

(Canadian Equity Balanced)






FundGrade A+® Rating recipient
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Inception Return
(5/4/2015)
3.25 %
YTD Return 9.42 %
NAVPS
(6/25/2019)
$11.52
Change ($0.06) / -0.51 %
Growth of $10,000 (As of May 31, 2019)
MER -
Assets ($mil) -
Rank (1Yr) 293/510
Std Dev (3Yr) 7.64 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
The fundamental investment objective is to seek to provide income with capital appreciation as a secondary objective, by investing primarily in income- producing securities.
Management Co.
TD Asset Management Inc.
Managers
 
Asset Allocation
(As of April 30, 2019)
Sector Allocation
(As of April 30, 2019)
Geographic Allocation
(As of April 30, 2019)
Top 10 Holdings
NameAssetSectorGeographicPercent
TD Dividend Income Fund - Investor SeriesOtherMutual FundCanada100.00%

Performance Data (As of May 31, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.98 0.27 3.76 9.42 1.63 5.04 -    -   
Benchmark -1.82 1.88 7.36 11.52 4.19 6.54 4.78 6.95
Quartile Ranking 3 4 3 1 3 1 - -

Calendar Return (%) 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund -9.72 7.31 16.20 -      -      -      -      -      -      -     
Benchmark -6.34 7.50 15.95 -5.39 10.25 9.26 6.43 -4.14 15.07 27.27
Quartile Ranking 4 1 1 - - - - - - -

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