Investment Objective
The fundamental investment
objective is to seek to achieve
long-term capital growth by
investing primarily in equity
securities of medium sized
issuers in the United States.
Benchmark Statement
S&P MidCap 400 Index (C$)
Recommended For
This Fund may be suitable for
medium to long-term investors
who are seeking exposure to
mid-sized growth companies,
primarily in the U.S. and are
contributing to the growth
component of a diversified
portfolio. Investors in this
Fund should be willing to
accept a moderate to high
level of risk.
Why Invest
The Fund provides you with the
opportunity to gain exposure
to U.S. medium-sized companies
with above-average earnings
growth rates.
The Fund aims to deliver
superior returns
relative to the investment
risk involved.
Portfolio Update
Quarterly Update
Broadly speaking, stock selection hurt relative results, while sector allocation was neutral relative to the S&P MidCap 400 Index (C$). The industrials and business services sector was the primary detractor, as the Fund’s stock holdings failed to keep pace with their benchmark peers. Holdings in consumer staples and energy ended in negative territory, hurting relative performance. A significant overweight in health care also hurt, as did stock choices in information technology. On the positive side, the Fund’s limited exposure to utilities, financials, and telecommunication services proved beneficial.
(December 2012)
General Description
| Fund Codes:
|
TDB312,
ISC Version
TDB342,
DSC Version
TDB372,
LSC Version
TDB126,
LSC2 Version
|
| Minimum non-RSP Investment:
|
$ 500.00
|
| Minimum RSP Investment:
|
$ 500.00
|
| Minimum Subsequent Investment:
|
$ 100.00
|
| Early Redemption:
|
Up to 2.00% of purchase cost if redeemed within 30 days of purchase.
|
|
MER:
|
2.51% MER as of December 31, 2012
|
| Sector Class:
|
U.S. Small/Mid Cap Equity
|
| Inception Date:
|
Nov. 1, 2000
|
| Assets:
|
$ 523.94 million as of May 31, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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