Investment Objective
The fundamental investment
objective is to achieve long-
term capital growth by
investing primarily in units
of TD Mutual Funds and may
include other mutual funds not
managed by TDAM emphasizing
mutual funds from time to time
investing in U.S. equities.
Benchmark Statement
S&P Composite 1500 Index - C$
Recommended For
The Fund may be suitable for
medium to long-term investors
who are: seeking exposure to a
well-diversified portfolio of
U.S. companies; contributing
to the growth component of a
diversified portfolio; willing
to accept a moderate level of
risk.
Why Invest
The Portfolio provides
diversification across the
broad U.S. equity universe in
a single solution that
includes large, mid and small-
cap stocks from the world's
leading economy.
You gain access to a
combination of growth and
value style investing.
The underlying funds in the
Portfolio are managed by T.
Rowe Price, one of the most
respected U.S.-based money
managers with over 65 years of
investment experience.
Portfolio Update
Quarterly Update
The S&P 500 Index rose 6
percent during the quarter, in
spite of continued weak global
and domestic economic data, as
investors anticipated strong
policy responses from key
central banks. Those responses
arrived in September as the
U.S. Federal Reserve Board
(the Fed) launched its QE3
program and the European
Central Bank announced plans
to reduce borrowing costs in
the euro zone’s peripheral
countries. Nine of the S&P
500’s ten sectors finished
higher, led by energy,
telecommunication services,
information technology and
consumer discretionary. The
Canadian dollar rose versus
its U.S. counterpart, which
reduced returns in Canadian
dollar terms.
(September 2012)
General Description
| Fund Codes:
|
TDB817,
ISC Version
TDB873,
DSC Version
TDB883,
LSC Version
TDB124,
LSC2 Version
|
| Minimum non-RSP Investment:
|
$ 2000.00
|
| Minimum RSP Investment:
|
$ 2000.00
|
| Minimum Subsequent Investment:
|
$ 100.00
|
| Early Redemption:
|
Up to 2.00% of purchase cost if redeemed within 90 days of purchase.
|
|
MER:
|
2.65% MER as of December 31, 2012
|
| Sector Class:
|
U.S. Equity
|
| Inception Date:
|
Nov. 1, 2004
|
| Assets:
|
$ 46.53 million as of May 31, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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