Investment Objective
The fundamental investment
objective is to provide long-
term growth of capital as well
as income primarily through
investments in common stocks of
established companies.
Benchmark Statement
Russell 1000 Value Index(C$)
Recommended For
This Fund may be suitable for
medium to long-term investors
who want a core U.S. holding
in the growth component of a
diversified portfolio and are
seeking long-term growth of
capital through well
established, high-quality U.S.
companies with value
characteristics. Investors in
this Fund should be willing to
accept a moderate level of
risk.
Why Invest
The Fund provides you with the
opportunity to gain exposure
to established
U.S. companies that are
undervalued.
The Fund aims to deliver
superior returns
relative to the investment
risk involved.
Portfolio Update
Quarterly Update
Stock selection and sector allocation decisions were positive contributors to performance relative to the Russell 1000 Value Index (C$). Portfolio holdings in the energy, industrials and business services, materials, and information technology sectors outperformed, offsetting relative weakness in financials and utilities. Stock selection drove the energy sector's position as the largest contributor to relative performance, while stock selection and an underweight position made the financials sector the largest detractor. .Returns were stronger in Canadian dollar terms as the Canadian dollar weakened versus the U.S. dollar during the quarter.
(December 2012)
General Description
| Fund Codes:
|
TDB826,
ISC Version
TDB836,
DSC Version
TDB846,
LSC Version
TDB125,
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:
|
2.47% MER as of December 31, 2012
|
| Sector Class:
|
U.S. Equity
|
| Inception Date:
|
Nov. 12, 2002
|
| Assets:
|
$ 784.64 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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