(As of 1/31/2019)

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)
2.85 %
YTD Return 6.69 %
NAVPS
(2/14/2019)
$11.17
Change $0.02 / 0.19 %
Growth of $10,000 (As of January 31, 2019)
MER -
Assets ($mil) -
Rank (1Yr) -
Std Dev (3Yr) 7.80 %
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 December 31, 2018)
Sector Allocation
(As of December 31, 2018)
Geographic Allocation
(As of December 31, 2018)
Top 10 Holdings
NameAssetSectorGeographicPercent
TD Dividend Income Class Investor SeriesOtherMutual FundCanada100.00%

Performance Data (As of January 31, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 6.69 2.45 -3.55 6.69 -2.40 6.58 -    -   
Benchmark 6.85 4.22 -2.13 6.85 1.38 7.92 5.14 8.09
Quartile Ranking - - - - - - - -

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 - - - - - - - - - -

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