The fund invests mainly in a balanced mix of index mutual funds managed by TDAM. Tabs Menu: to navigate this menu, use the left & right arrow keys to change tabs. 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. Certain changes, as outlined below, are subject to regulatory … The charts below give you a snapshot of the fund's investments on May 31, 2019. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Please select your documents to download or email. 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. Past performance may not be repeated. With actively managed funds, a portfolio manager tries to choose bonds that will outperform the index over time. 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 do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unit holder that would have reduced returns. 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). Passive Management . 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 All sectors may not add up to 100% due to rounding. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. 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. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. This figure represents the fund's total asset base, net of fees and expenses. For more information, please refer to the applicable Fund Facts document. Learn more. 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 seeks to maximize long-term growth while seeking to preserve capital. TDAM’s Quantitative Strategy team adjust the Fund’s asset allocation on quarterly basis to reflect the average asset allocation of pooled pension funds … {{$ctrl.fundCard.fundData.navPriceDate | date:'MMM d, yyyy'}}, as of The index fund simply holds the securities that are in the index, or, in many cases, a representative sample of the index holdings. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. Existing unitholders may still hold or redeem their securities of the Capped Funds and/or back-end load options of impacted funds. TDAM received the requisite regulatory and unitholder approval to merge TD Balanced Income Fund into TD Diversified Monthly Income Fund. The changes include fund mergers, investment objectives and risk rating updates and other changes as described below. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … (II)TDAM is the manager, portfolio adviser and trustee of the Fund. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. The Fund aims to provide broad exposure to the Canadian equity market by closely matching key attributes of the S&P/TSX Composite Total Return Index. {{$ctrl.fundCard.fundData.merDate}}, {{$ctrl.fundCard.fundData.portfolioAdvisor}}, {{$ctrl.fundCard.fundData.minimumInvestment}}, {{$ctrl.fundCard.fundData.earlyRedemptionFee}}, Performance as of The Fund aims to achieve long-term capital growth by tracking the performance of a generally recognized U.S. equity index, currently the S&P 500 Index. Select the documents you want and how you would like to receive them. The indicated rates of return do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unit holder that would have reduced returns. • TD Asset Management Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank • TDAM and its … Introducing a new equity and balanced fund designed to align your investments with your values. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. The S&P/TSX Composite Index is comprised of Canadian issuers traded on the Toronto Stock Exchange (TSX). As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Up to 30% of the fund may be invested in foreign investments. Shift-tab to return to the tabs. Each class invests in one or more underlying mutual funds, as noted in the TD Mutual Funds Simplified Prospectus. {{$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'}}. 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. 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. Each class invests in one or more underlying mutual funds, as noted in the TD Mutual Funds Simplified Prospectus. 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. 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. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. 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. Please read the fund facts and prospectus, which contains detailed investment information, before investing. 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. Existing unitholders may also switch into a different fund of the same deferred sales charge option. TDIS is the principal distributor of the Investor Series units of the Fund. 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. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. Please read the fund facts and prospectus, which contains detailed investment information, before investing. TD Mutual Funds are qualified for sale in the provinces and territories of Canada. TD Asset Management Inc. (TDAM) has announced a mutual fund merger and several other fund changes. (I)The Fund was incepted on June 8, 1998 and its operations commenced on June 29, 1998. 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: $640.0 million Volatility meter Low Risk within all asset classes Talk to your Advisor or find a TD Advisor. Existing unitholders may also switch into a different fund of the same deferred sales charge option.Effective July 29, 2020, the TD International Growth Class was renamed to TD International Stock Class. {{item.profileName}}, {{item.credentials}}. This site does not constitute an offer or solicitation to residents of the US or the UK or anyone in any other jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such a solicitation.The portfolio manager of record for the classes of TD Mutual Funds Corporate Class Ltd. is Dino Vevaina. The Fund also invests in Government of Canada T-bills and other Canadian money market instruments, and options, futures, and forward contracts - based on the Index. Our easy-to-use graphing tool helps you compare the performance of TD funds and solutions. Press tab to go into the content. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. {{$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:$ctrl.lang}}%. Funds in the Global Neutral Balanced category must invest less than 70% of total assets in a combination of equity securities domiciled in Canada and Canadian dollar-denominated fixed income securities*. {{$ctrl.count}} Documents ready to download or email. Canada Life and London Life Insurance Company are subsidiaries of Great-West Life. 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 … {{fundCode.description}} - {{fundCode.code}}. Index funds differ from other ETFs and mutual funds in that they are passively managed. 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. Existing unitholders may still hold or redeem their securities of the Capped Funds and/or back-end load options of impacted funds. The details: The TD Balanced Index fund is an all-in-one portfolio that holds several other TD index funds. TD Asset Management Inc. (TDAM) is making numerous changes to investment funds. Fund by Asset Class Fund Code Non CBA Member GIA & Fund IMF CBA Member GIA and Fund IMF; Account Balance < $50,000: Account Balance $50,000 – $499,999: Account Balance > $500,000: Account Balance < $50,000: Account Balance $50,000 – $499,999: Account Balance > … TD Canadian Bond Index Fund is an open-end fund incorporated in Canada. The fund's asset allocation will generally be maintained within ranges of 40% to 60% for fixed income and 40% to 60% for equities. All regions may not add up to 100% due to rounding. TD Emerald Balanced Fund Investment Strategy The Fund invests in money market instruments and securities included in the FTSE TMX Canada Universe Bond Index, the S&P/TSX Composite Index, the Standard and Poor's 500 Composite Stock Price Index and the MSCI Europe, Australasia, and Far East (EAFE) Index. {{neededData.priceDate | date:'MMM d, yyyy'}}, {{neededData.perfDate | date:'MMM d, yyyy'}}, {{$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 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 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”). The Fund primarily invests in units of a mix of index mutual funds ("underlying funds") managed by TDAM. 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. Their values change frequently. • TD Asset Management Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank • TDAM and its affi … 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. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. About TD Canadian Bond Index Fund. Try now. 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. Be invested in foreign investments TD Advisor TDAM is the principal distributor of the Fund less and... Of fees and expenses II ) TDAM is the manager, portfolio adviser trustee. Portfolio adviser and trustee of the Capped funds and/or back-end load options of impacted funds will generally be 40-60 in... With actively managed funds, as noted in the provinces and territories of.! Index over time by TDAM noted in the TD International Growth Class was renamed to TD International Growth was! 'S investments on may 31, 2019 International Stock Class the following funds will be changing indicated... 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