The indicated rates of return for each money market fund is an annualized historical yield based on the seven-day period ended as indicated and annualized in the case of effective yield by compounding the seven day return and does not represent an actual one year return. For more information, please refer to the applicable Fund Facts document. For more information, please refer to the applicable Fund Facts document. The Fund's asset mix will generally be 40-60% in fixed income and 40-60% in equities. TD Mutual Funds are qualified for sale in the provinces and territories of Canada. The Fund invests primarily in the stocks that are included in the index. Please read the fund facts and prospectus, which contains detailed investment information, before investing. Effective July 29, 2020, the TD International Growth Class was renamed to TD International Stock Class. Past performance may not be repeated. The group retirement savings and payout annuity products are issued by Canada Life. TD Emerald Balanced Fund Investment Strategy The Fund invests in money market instruments and securities included in the FTSE TMX Canada Universe Bond Index, the S&P/TSX Composite Index, the Standard and Poor's 500 Composite Stock Price Index and the MSCI Europe, Australasia, and Far East (EAFE) Index. It holds half of its assets in fixed income and half in equities. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. Canada Life and London Life Insurance Company are subsidiaries of Great-West Life. {{$ctrl.count}} Documents ready to download or email. Effective July 29, 2020, TD U.S. Equity Portfolio was renamed to TD U.S. Equity Pool.TD Mutual Funds are qualified for sale in the provinces and territories of Canada. All sectors may not add up to 100% due to rounding. The Toronto-based firm intends to merge three funds, it said Thursday in a news release.On or about Oct. 25, the TD Balanced Income Fund will be discontinued and merged into the TD Diversified Monthly Income Fund, the TD Advantage Balanced Income Portfolio will be merged into the TD Managed Income Portfolio … {{$ctrl.fundCard.fundData.merDate}}, {{$ctrl.fundCard.fundData.portfolioAdvisor}}, {{$ctrl.fundCard.fundData.minimumInvestment}}, {{$ctrl.fundCard.fundData.earlyRedemptionFee}}, Performance as of {{fundcode.description}} - {{fundcode.code}}, MER is the total of the fund's management fee (which includes the trailing commission), operating costs and any other expenses. There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. The Fund also invests in Government of Canada T-bills and other Canadian money market instruments, and options, futures, and forward contracts - based on the Index. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. All regions may not add up to 100% due to rounding. Please select your documents to download or email. The fundamental investment objective is to provide long-term growth of capital primarily by purchasing Canadian equity securities to track the performance of the S&P/TSX Composite Total Return Index (“S&P/TSX Composite Index”). With actively managed funds, a portfolio manager tries to choose bonds that will outperform the index over time. Our easy-to-use graphing tool helps you compare the performance of TD funds and solutions. Passive Management . {{item.profileName}}, {{item.credentials}}. Visit a Branch to talk to a Mutual Fund Representative Mutual Fund Representatives with TD Investment Services Inc. offer mutual funds at TD Canada Trust. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Index Fund Underlying fund size: $1,833.2 million Total fund operating expenses 2014 2013 2012 0.053% 0.054% 0.056% Volatility meter Risk within all asset classes Low High Risk within fund asset class Investment advisor TD Asset Management Inc. Who is TD Asset Management Inc.? Existing unitholders may still hold or redeem their securities of the Capped Funds and/or back-end load options of impacted funds. (III)The presentation and functional currency of the Fund is the Canadian dollar. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. Effective on or about November 1, 2019, the Deferred Sales Charge (Back-load) (DSC), low-load (LSC) and low-load-2 (LSC2) purchase options of Advisor Series, T5 Series and T8 Series securities of TD Mutual Funds and TD Managed Assets Program portfolios will be closed to all purchases by investors, including purchases made through Pre-Authorized Contribution Plans. TD Asset Management Inc. (TDAM) has announced a mutual fund merger and several other fund changes. {{neededData.priceDate | date:'MMM d, yyyy'}}, {{neededData.perfDate | date:'MMM d, yyyy'}}, {{$ctCtrl.data[$ctCtrl.choosen].fundCodeMap[fund.fundId][0].code}}, {{fund.formattedyeildAbsoluteNumF | formatNumber : $ctCtrl.lang}}, ({{fund.formattedyeildPercentageNumF | formatNumber : $ctCtrl.lang}}%), {{fund.inceptionDate | date:'MMM d, yyyy'}}, {{fund.lastDistDate | date:'MMM d, yyyy'}}, {{fund.totalAssetsNumF | formatNumber : $ctCtrl.lang}}, 2020 Target Rate Distributions (Advisors), 2020 Target Rate Distributions (Financial Planners), Fund Facts - TD Diversified Monthly Income fund - O-Series, Fund Facts - TD Diversified Monthly Income Fund - C-Series, Press Release - TDAM Inc. announces a change of Auditor for its investment funds, {{fund.oneMonthNumF | formatNumber : $ctCtrl.lang}}, {{fund.threeMonthsNumF | formatNumber : $ctCtrl.lang}}, {{fund.sixMonthsNumF | formatNumber : $ctCtrl.lang}}, {{fund.oneYearNumF | formatNumber : $ctCtrl.lang}}, {{fund.threeYearsNumF | formatNumber : $ctCtrl.lang}}, {{fund.fiveYearsNumF | formatNumber : $ctCtrl.lang}}, {{fund.tenYearsNumF | formatNumber : $ctCtrl.lang}}, {{fund.inceptionNumF | formatNumber : $ctCtrl.lang}}, {{fund.calYearPerfYTDNumF | formatNumber : $ctCtrl.lang}}, {{fund.calYearPerf1YNumF | formatNumber : $ctCtrl.lang}}, {{fund.calYearPerf2YNumF | formatNumber : $ctCtrl.lang}}, {{fund.calYearPerf3YNumF | formatNumber : $ctCtrl.lang}}, {{fund.calYearPerf4YNumF | formatNumber : $ctCtrl.lang}}, {{fund.calYearPerf5YNumF | formatNumber : $ctCtrl.lang}}, {{fund.calYearPerf6YNumF | formatNumber : $ctCtrl.lang}}, {{fund.calYearPerf7YNumF | formatNumber : $ctCtrl.lang}}, {{fund.calYearPerf8YNumF | formatNumber : $ctCtrl.lang}}, {{fund.lastDistributionNumF | formatNumber : $ctCtrl.lang}}. Learn more. Funds in the Global Neutral Balanced category must invest less than 70% of total assets in a combination of equity securities domiciled in Canada and Canadian dollar-denominated fixed income securities*. There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. The Fund employs full replication techniques to seek to replicate the characteristics and returns of the benchmark. Up to 30% of the fund may be invested in foreign investments. Existing unitholders may still hold or redeem their securities of the Capped Funds and/or back-end load options of impacted funds. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. Investment Strategy To provide a superior real rate of return through both income and capital appreciation by investing in a diversified portfolio of … • TD Asset Management Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank • TDAM and its … {{$ctrl.fundCard.histInceptionDate | date:'MMM d, yyyy'}}, {{$ctrl.fundCard.fundData.formattedNav}}%, {{$ctrl.fundCard.fundData.minimumSubsequentInves}}, {{historicalvalue.value | formatNumber:$ctrl.lang}}, {{calendarvalue.value | formatNumber:$ctrl.lang}}, {{assetmixData.value | formatNumber:$ctrl.lang}}%, {{geographicmixData.value | formatNumber:$ctrl.lang}}%, {{sectormixData.value | formatNumber:$ctrl.lang}}%. The Fund primarily invests in units of a mix of index mutual funds ("underlying funds") managed by TDAM. See less documents and forms. For more information, please refer to the applicable Fund Facts document. The indicated rates of return (other than for each money market fund) are the historical annual compounded total returns for the period indicated including changes in unit value and reinvestment of distributions. Select the documents you want and how you would like to receive them. Effective July 29, 2020, TD U.S. Equity Portfolio was renamed to TD U.S. Equity Pool. The merger will take place on or about Oct. 25, the firm said in a release on Monday. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Effective July 29, 2020, the TD International Growth Class was renamed to TD International Stock Class. {{$ctrl.fundCard.fundData.navPriceDate | date:'MMM d, yyyy'}}, as of Equity Index Fund Underlying fund size: $5,566.5 million Total fund operating expenses 2014 2013 2012 0.048% 0.046% 0.051% Volatility meter Risk within all asset classes Low High Risk within fund asset class Investment advisor TD Asset Management Inc. Who is TD Asset Management Inc.? Indexed Balanced Fund (TDAM) Canada Life and design are trademarks of The Canada Life Assurance Company. Printed on {{$ctrl.fundCard.currentDate}}. For more information about the portfolio manager(s) of the underlying fund(s), please see the webpage or annual information form of the underlying fund(s).Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. For more information, please refer to the applicable Fund Facts document.Effective on or about November 1, 2019, the Deferred Sales Charge (Back-load) (DSC), low-load (LSC) and low-load-2 (LSC2) purchase options of Advisor Series, T5 Series and T8 Series securities of TD Mutual Funds and TD Managed Assets Program portfolios will be closed to all purchases by investors, including purchases made through Pre-Authorized Contribution Plans. Indexed Balanced Fund (TDAM) Fund facts as at Sept. 30, 2012 Fund code: S080 Asset class: Balanced Asset category: Canadian Balanced Fund inception date: October 1997 Segregated fund size: $7.1 million Underlying fund: Emerald Canadian Balanced Fund Underlying fund size: $640.0 million Volatility meter Low Risk within all asset classes The S&P/TSX Composite Index is comprised of Canadian issuers traded on the Toronto Stock Exchange (TSX). The indicated rates of return do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unit holder that would have reduced returns. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. TORONTO, July 18, 2019 /CNW/ - TD Asset Management Inc. ("TDAM"), the manager of TD Mutual Funds and TD Managed Assets Program portfolios, today announced changes to certain investment funds. The charts below give you a snapshot of the fund's investments on May 31, 2019. {{$ctCtrl.data[$ctCtrl.choosen].columnLabels.year1}}, {{$ctCtrl.data[$ctCtrl.choosen].columnLabels.year2}}, {{$ctCtrl.data[$ctCtrl.choosen].columnLabels.year3}}, {{$ctCtrl.data[$ctCtrl.choosen].columnLabels.year4}}, {{$ctCtrl.data[$ctCtrl.choosen].columnLabels.year5}}, {{$ctCtrl.data[$ctCtrl.choosen].columnLabels.year6}}, {{$ctCtrl.data[$ctCtrl.choosen].columnLabels.year7}}, {{$ctCtrl.data[$ctCtrl.choosen].columnLabels.year8}}, as of {{neededData.priceDate | date:'MMM d, yyyy'}}, {{fund.navNumF | formatNumber : $ctCtrl.lang}}, {{fund.formattedyeildPercentageNumF | formatNumber : $ctCtrl.lang}}%, {{fund.merNumF | formatNumber : $ctCtrl.lang}}, as of {{neededData.perfDate | date:'MMM d, yyyy'}}. {{fundCode.description}} - {{fundCode.code}}. Certain changes, as outlined below, are subject to regulatory … TDAM’s Quantitative Strategy team adjust the Fund’s asset allocation on quarterly basis to reflect the average asset allocation of pooled pension funds … The Fund may invest in foreign securities. Their values change frequently. The risk ratings for the following funds will be changing as indicated below. The indicated rates of return do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unit holder that would have reduced returns. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. TORONTO, Nov. 22, 2018 /CNW/ - TD Asset Management Inc. (TDAM), the manager of TD Mutual Funds, announced today changes to the risk rating on the TD Nasdaq® Index Fund, TD Advantage Balanced Income Portfolio and TD Comfort Balanced Income Portfolio.. 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