Select the documents you want and how you would like to receive them. {{$ctrl.count}} Documents ready to download or email. Existing unitholders may still hold or redeem their securities of the Capped Funds and/or back-end load options of impacted funds. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. The index fund simply holds the securities that are in the index, or, in many cases, a representative sample of the index holdings. With actively managed funds, a portfolio manager tries to choose bonds that will outperform the index over time. The Fund may invest in foreign securities. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. Existing unitholders may still hold or redeem their securities of the Capped Funds and/or back-end load options of impacted funds. Each class invests in one or more underlying mutual funds, as noted in the TD Mutual Funds Simplified Prospectus. Tabs Menu: to navigate this menu, use the left & right arrow keys to change tabs. (III)The presentation and functional currency of the Fund is the Canadian dollar. as of {{$ctrl.fundCard.fundData.navPriceDate | date:'MMM d, yyyy'}}, as of {{$ctrl.fundCard.fundData.merDate}}, Growth of 10k Chart : Line Graph displaying the Growth of $10k, Performance as of {{$ctrl.fundCard.histPerfDate | date:'MMM d, yyyy'}}, Inception Date: {{$ctrl.fundCard.histInceptionDate | date:'MMM d, yyyy'}}, {{item.value | formatNumber:$ctrl.lang}}%, as of See more documents and forms *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. TD Canadian Bond Index Fund is an open-end fund incorporated in Canada. Learn more. (I)The Fund was incepted on June 8, 1998 and its operations commenced on June 29, 1998. {{$ctrl.fundCard.histPerfDate | date:'MMM d, yyyy'}}, Inception Date: The portfolio manager of record for the classes of TD Mutual Funds Corporate Class Ltd. is Dino Vevaina. Passive Management . Indexed Balanced Fund (TDAM) Canada Life and design are trademarks of The Canada Life Assurance Company. TDAM’s Quantitative Strategy team adjust the Fund’s asset allocation on quarterly basis to reflect the average asset allocation of pooled pension funds … Investment Strategy To provide a superior real rate of return through both income and capital appreciation by investing in a diversified portfolio of … The TDAM Canadian Balanced Index Segregated Fund seeks to earn a moderate income and capital appreciation through investment in TDAM’s index funds. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. The indicated rates of return (other than for each money market fund) are the historical annual compounded total returns for the period indicated including changes in unit value and reinvestment of distributions. Sun Life Financial Bond Index Segregated Fund TDAM Canadian Bond Index Segregated Fund 1.50% Balanced Sun Life Financial Balanced Value Segregated Fund Beutel Goodman Balanced Segregated Fund 1.70% Sun Life Financial Balanced Growth Segregated Fund TD Greystone Balanced Segregated Fund 1.70% Canadian Equity Sun Life Financial Canadian Equity Value Segregated Fund … Press tab to go into the content. {{neededData.priceDate | date:'MMM d, yyyy'}}, {{neededData.perfDate | date:'MMM d, yyyy'}}, {{$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 : $ctCtrl.lang}}. TDIS is the principal distributor of the Investor Series units of the Fund. The indicated rates of return do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unit holder that would have reduced returns. Please read the fund facts and prospectus, which contains detailed investment information, before investing. The Fund employs full replication techniques to seek to replicate the characteristics and returns of the benchmark. Past performance may not be repeated. Effective July 29, 2020, TD U.S. Equity Portfolio was renamed to TD U.S. Equity Pool.TD Mutual Funds are qualified for sale in the provinces and territories of Canada. {{fundCode.description}} - {{fundCode.code}}. Existing unitholders may still hold or redeem their securities of the Capped Funds and/or back-end load options of impacted funds. The Fund aims to achieve long-term capital growth by tracking the performance of a generally recognized U.S. equity index, currently the S&P 500 Index. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. The indicated rates of return for each money market fund is an annualized historical yield based on the seven-day period ended as indicated and annualized in the case of effective yield by compounding the seven day return and does not represent an actual one year return. The fundamental investment objective is to provide long-term growth of capital primarily by purchasing Canadian equity securities to track the performance of the S&P/TSX Composite Total Return Index (“S&P/TSX Composite Index”). For more information, please refer to the applicable Fund Facts document. {{$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'}}. Talk to your Advisor or find a TD Advisor. Their values change frequently. The Fund's asset mix will generally be 40-60% in fixed income and 40-60% in equities. The Fund invests primarily in the stocks that are included in the index. 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. The Fund seeks to maximize long-term growth while seeking to preserve capital. 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. For more information, please refer to the applicable Fund Facts document. Each class invests in one or more underlying mutual funds, as noted in the TD Mutual Funds Simplified Prospectus. {{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. It holds half of its assets in fixed income and half in equities. 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. Our easy-to-use graphing tool helps you compare the performance of TD funds and solutions. Try now. The details: The TD Balanced Index fund is an all-in-one portfolio that holds several other TD index funds. The Fund primarily invests in units of a mix of index mutual funds ("underlying funds") managed by TDAM. The S&P/TSX Composite Index is comprised of Canadian issuers traded on the Toronto Stock Exchange (TSX). This site does not constitute an offer or solicitation to residents of the US or the UK or anyone in any other jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such a solicitation. Their values change frequently. 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*. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. The changes include fund mergers, investment objectives and risk rating updates and other changes as described below. 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. 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.. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. Printed on {{$ctrl.fundCard.currentDate}}. Effective July 29, 2020, the TD International Growth Class was renamed to TD International Stock Class. Equity Index Fund Underlying fund size: $5,566.5 million Total fund operating expenses 2014 2013 2012 0.048% 0.046% 0.051% Volatility meter Risk within all asset classes Low High Risk within fund asset class Investment advisor TD Asset Management Inc. Who is TD Asset Management Inc.? Visit a Branch to talk to a Mutual Fund Representative Mutual Fund Representatives with TD Investment Services Inc. offer mutual funds at TD Canada Trust. Please read the fund facts and prospectus, which contains detailed investment information, before investing. TDAM specializes in indexed, or passive, management of equities and bonds. {{$ctrl.fundCard.fundData.merDate}}, {{$ctrl.fundCard.fundData.portfolioAdvisor}}, {{$ctrl.fundCard.fundData.minimumInvestment}}, {{$ctrl.fundCard.fundData.earlyRedemptionFee}}, Performance as of Please refer to the applicable Fund Facts documents for details. 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. Certain changes, as outlined below, are subject to regulatory … 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. MFS Balanced Growth Fund + Add to My List NAVPS NAVPS: $12.86 Change -$0.01 (-0.05%) ... All Country World Growth Index (Net Dividends Reinvested), 35% FTSE TMX Canada Universe Bond Index and 5% FTSE TMX Canada 91-Day Treasury Bill Index. See less documents and forms. In addition, they must invest greater than or equal to 40% but less than or equal to 60% of their total assets in equity securities. 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… TD Asset Management Inc. (TDAM) is making numerous changes to investment funds. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. This figure represents the fund's total asset base, net of fees and expenses. A short-term trading fee of up to 2%, payable to the fund, may apply to all units of the TD Managed Assets Program and TD Mutual Funds (except money market funds). Please select your documents to download or email. Index funds differ from other ETFs and mutual funds in that they are passively managed. All sectors may not add up to 100% due to rounding. 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. Up to 30% of the fund may be invested in foreign investments. 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). About TD Balanced Index Fund TD Balanced Index Fund is an open-end fund incorporated in Canada. (II)TDAM is the manager, portfolio adviser and trustee of the Fund. 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 … The risk ratings for the following funds will be changing as indicated below. The group retirement savings and payout annuity products are issued by Canada Life. Switch into tdam balanced index fund different Fund of the benchmark tries to choose bonds that will outperform the over... 1998 and its operations commenced on June 29, 1998 figure represents Fund! May also switch into a different Fund of the benchmark sales charge option and annuity! And returns of the Investor Series units of the Fund Class Ltd. is Vevaina... Fund incorporated in Canada like to receive them may still hold or redeem their securities the... 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