Investment Objective
The fundamental investment
objective is to achieve long-
term capital growth by
investing in, or gaining
exposure to, primarily 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.
The Fund also seeks to
eliminate substantially the
Fund's foreign currency
exposure.
Benchmark Statement
S&P Composite 1500 Index - US$
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 without
substantial foreign currency
exposure; 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
Stock selection and sector
allocation decisions were
positive contributors to
relative performance.
Portfolio holdings in the
consumer discretionary,
materials, and information
technology sectors
outperformed, offsetting
relative weakness in consumer
staples and telecommunications
services. A modest amount of
U.S. dollar cash in the
portfolio detracted slightly,
as the stock market rallied
and the U.S. dollar declined
relative to the Canadian
dollar. Returns were weaker in
Canadian dollar terms as the
Canadian dollar strengthened
versus the U.S. dollar during
the quarter.
(September 2012)
General Description
| Fund Codes:
|
TDB267,
ISC Version
TDB268,
DSC Version
TDB474,
LSC Version
TDB269,
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 30 days of purchase.
|
|
MER:
|
2.61% MER as of December 31, 2012
|
| Sector Class:
|
U.S. Equity
|
| Inception Date:
|
Sep. 6, 2006
|
| Assets:
|
$ 14.09 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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