All sectors may not add up to 100% due to rounding. Indexed Balanced Fund (TDAM) Canada Life and design are trademarks of The Canada Life Assurance Company. *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. The portfolio manager of record for the classes of TD Mutual Funds Corporate Class Ltd. is Dino Vevaina. 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 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. The fund invests mainly in a balanced mix of index mutual funds managed by TDAM. 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. Certain changes, as outlined below, are subject to regulatory … The Fund invests in stocks included in the Index and S&P’s depository receipts, and other instruments that approximate the return of the Index. 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 … {{$ctrl.fundCard.histPerfDate | date:'MMM d, yyyy'}}, Inception Date: Please read the fund facts and prospectus, which contains detailed investment information, before investing. as of {{$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 Tabs Menu: to navigate this menu, use the left & right arrow keys to change tabs. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Past performance may not be repeated. The S&P/TSX Composite Index is comprised of Canadian issuers traded on the Toronto Stock Exchange (TSX). Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. The fund's asset allocation will generally be maintained within ranges of 40% to 60% for fixed income and 40% to 60% for 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. Their values change frequently. 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.The portfolio manager of record for the classes of TD Mutual Funds Corporate Class Ltd. is Dino Vevaina. This Fund’s objective is to achieve a balance between high dividend income and capital growth by investing mainly in a diversified portfolio of blue-chip Canadian common stocks. 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… Press tab to go into the content. For more information, please refer to the applicable Fund Facts document. The Fund invests primarily in the stocks that are included in the index. The Fund employs full replication techniques to seek to replicate the characteristics and returns of the benchmark. The charts below give you a snapshot of the fund's investments on May 31, 2019. • TD Asset Management Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank • TDAM and its … 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 Fund may also invest in preferred stocks, bonds, purchase warrants and rights, royalty trusts and income trusts, and foreign securities. Equity Index Fund Underlying fund size: $5,566.5 million Total fund operating expenses 2014 2013 2012 0.048% 0.046% 0.051% Volatility meter Risk within all asset classes Low High Risk within fund asset class Investment advisor TD Asset Management Inc. Who is TD Asset Management Inc.? All regions may not add up to 100% due to rounding. The Fund seeks to maximize long-term growth while seeking to preserve capital. With actively managed funds, a portfolio manager tries to choose bonds that will outperform the index over time. Learn more. Passive Management . Printed on {{$ctrl.fundCard.currentDate}}. 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”). 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 Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. Detailed price information for TD Comfort Balanced Growth Portfolio Inv - NL (CADFUNDS: TDB887.CF) from The Globe and Mail including charting and trades 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. The index fund simply holds the securities that are in the index, or, in many cases, a representative sample of the index holdings. For more information, please refer to the applicable Fund Facts document. For more information, please refer to the applicable Fund Facts document. 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. Please select your documents to download or email. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. 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 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. {{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}}. Effective July 29, 2020, the TD International Growth Class was renamed to TD International Stock Class. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … See more documents and forms 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. TDAM’s Quantitative Strategy team adjust the Fund’s asset allocation on quarterly basis to reflect the average asset allocation of pooled pension funds … 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). Try now. {{item.profileName}}, {{item.credentials}}. Existing unitholders may also switch into a different fund of the same deferred sales charge option. TD Canadian Bond Index Fund is an open-end fund incorporated in Canada. Their values change frequently. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. {{fundCode.description}} - {{fundCode.code}}. Select the documents you want and how you would like to receive them. The fund's investments will change. 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*. Our easy-to-use graphing tool helps you compare the performance of TD funds and solutions. Effective July 29, 2020, TD U.S. Equity Portfolio was renamed to TD U.S. Equity Pool. The Fund primarily invests in units of a mix of index mutual funds ("underlying funds") managed by TDAM. About TD Balanced Index Fund TD Balanced Index Fund is an open-end fund incorporated in Canada. The Fund may invest in foreign securities. 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 merger will take place on or about Oct. 25, the firm said in a release on Monday. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. TD Asset Management Inc. (TDAM) has announced a mutual fund merger and several other fund changes. 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. {{$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}}%. • TD Asset Management Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank • TDAM and its affi … Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. 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