Investment Objective
The fundamental investment
objective is to achieve long-
term capital growth by
investing primarily in common
stocks of large and medium-
sized blue chip companies
located in the United States
which are well established in
their respective industries
with the potential for above
average growth. Current
income is also an objective,
as many of the stocks in the
Fund's portfolio are expected
to pay dividends.
Benchmark Statement
Russell 1000 Growth Index (C$)
Recommended For
This Fund may be suitable for
medium to long-term investors
who are seeking growth of
capital through well
established, high-quality U.S.
companies and are seeking a
core U.S. holding in a
diversified portfolio.
Investors in this Fund should
be willing to accept a
moderate level of risk.
Why Invest
The Fund provides you with
access to
high-quality, market-leading
companies
in the world’s largest
economy.
The Fund aims to deliver
superior
returns relative to the
investment
risk involved.
Portfolio Update
Quarterly Update
Overall, sector weighting drove outperformance relative to the benchmark, the Russell 1000 Growth Index (C$), but stock selection also helped. The financial sector was the leading relative outperformer, driven by beneficial overweighting against the benchmark. The consumer discretionary sector also outperformed primarily due to an overweight position against the benchmark. Consumer staples contributed positively on significant underweighting. The Fund's largest sector, information technology, outperformed on stock selection offsetting detrimental performance due to overweighting. Energy was the leading relative detractor, principally due to stock selection. Health care also underperformed on stock selection.
(December 2012)
General Description
| Fund Codes:
|
TDB410
|
| 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:
|
1.11% MER as of December 31, 2012
|
| Sector Class:
|
U.S. Equity
|
| Inception Date:
|
Nov. 1, 2000
|
| Assets:
|
$ 1012.49 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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