Investment Objective
The fundamental investment
objective is to seek to achieve
long-term capital growth by
investing primarily in, or
gaining exposure to, equity
securities of medium-sized
issuers in the United States.
Benchmark Statement
S&P MidCap 400 TR Index - C$
Recommended For
The Fund may be suitable for
medium to long-term investors
who :
• are seeking exposure to mid-
sized growth companies,
primarily in the U.S.;
• are contributing to the
growth component of a
diversified portfolio;
• want the flexibility to
switch to other Classes of TD
Mutual Funds Corporate Class
Ltd. on a tax deferred basis;
• are 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
In the third quarter of 2012,
the Fund underperformed its
S&P benchmark. Broadly
speaking, stock selection hurt
relative results, while sector
allocation was positive.
Consumer discretionary was the
most significant detractor.
Here, the Fund’s holdings
ended in negative territory,
while the sector was among the
strongest performers within
the benchmark. Stock choices
in health care held back
relative returns as well,
though a relatively large
allocation to this defensive
sector mitigated that effect.
Significant exposure in
information technology also
proved detrimental. On the
positive side, low relative
exposure to financials helped,
as did stock selection in
materials.
(September 2012)
General Description
| Fund Codes:
|
TDB2305
|
| 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:
|
1.10% MER as of December 31, 2012
|
| Sector Class:
|
U.S. Small/Mid Cap Equity
|
| Inception Date:
|
Sep. 7, 2010
|
| Assets:
|
$ 7.92 million as of Apr. 30, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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