Mutual Fund Resource Centre

Our Mutual Fund Resource Centre provides valuable educational information and answers to frequently asked questions. Take advantage of these resources to help gain a better understanding of Mutual Funds and how they may help you achieve your investing goals.

What's New: TDAM Expands its Line-up

TD Asset Management Inc. (TDAM) continues to refine its mutual fund line-up to provide investors with more features and flexibility, including:

  • TD Global Disciplined Equity Alpha Fund, a global extension of TDAM's award winning TD U.S. Disciplined Equity Alpha Fund (1)
  • TD Target Maturity Bond Funds, designed for investors seeking to maximize monthly income while preserving capital by investing in a diversified mix of high-quality bonds.
  • TD Global Technology Leaders Index Fund, designed for investors who want to maximize their participation in the technology trends of today and emerging themes of tomorrow
  • TD Preferred Share Fund, designed for investors looking to earn a high level of income by investing primarily in Canadian listed companies 

  • TD Global Disciplined Equity Alpha Fund

    A global extension of our TD U.S. Disciplined Equity Alpha Fund (formerly TD U.S. Quantitative Equity Fund). The TD Global Disciplined Equity Alpha Fund seeks to achieve long term capital growth by investing primarily in equities across the world.

    Key Features Include:

    • Leveraging technology: The TD Global Disciplined Equity Alpha Fund (the Fund) utilizes a quantitative investing strategy, focusing on data-driven analysis to evaluate broad stock universes.
    • Consistency of returns: By deriving company factor information from many data sources, our portfolio management team can help generate more attractive risk-return profiles for clients.
    • Robust risk management: This solution makes full use of the in-house risk modelling capabilities used to build and manage low-volatility strategies over the last decade.

    Available in both Canadian and U.S. Dollar Versions, in Fee-Based Series (F), Advisor Series (A), Investor Series (I) and Direct Investing Series (D).

    Learn More:

  • TD Target Maturity Bond Funds

    The TD TMB Funds invest in a portfolio of investment-grade corporate bonds which are hand-picked by the Fixed Income Investment Team at TD Asset Management Inc. (TDAM), offering increased diversification and the chance to generate higher yields. Each Fund matures in successive years from 2025 to 2027 and is available in both Canadian and U.S. dollar versions.

    Key Features Include:

    • Aligning investment time horizons – TD TMB Funds offer the ability to match the time horizon of the investor with the maturity date of the Fund, which allows investors to save for specific financial goals or needs.
    • Build laddered portfolios – TD TMB Funds are an efficient way to help build a laddered portfolio to manage interest rate and/or reinvestment risk. While a traditional bond fund will typically buy and sell individual bonds to maintain an average maturity, a target maturity bond Fund has a fixed target date, and when the Fund closes, investors should receive their principal, similar to individual bond investments.

    Each fund may invest up to 100% of its asset value in the units of the corresponding TD Target Maturity Bond ETFs.

    • TD Target 2025 Investment Grade Bond Fund
    • TD Target 2026 Investment Grade Bond Fund
    • TD Target 2027 Investment Grade Bond Fund

    Learn More:

  • TD Global Technology Leaders Index Fund

    The TD Global Technology Leaders Index Fund is designed for investors who want to maximize their participation in the technology trends of today + emerging themes of tomorrow.

    Key Features Include:

    • Convenience - Single Fund that provides access to global companies related to technology, but not limited to the technology sector.
    • Growth - Opportunity to benefit from one of the fastest growing area in the overall economy.

    The fund may invest up to 100% of its asset value in the units of the corresponding TD Global Technology Leaders Index ETF (TEC).

    TEC is invested in over 200 leading technology-related companies in a wide range of sectors across the globe. This can help with portfolio diversification providing access to new and emerging technology themes as well as investment in quality large and mid-cap companies. While TEC holds established technology companies such as Apple Inc., Microsoft Corporation, Alphabet Inc. (Google), NVIDIA, and more, it also seeks to add value by including emerging technologies across diverse themes such as cybersecurity, automobile innovation, blockchain technologies, among others.

    Learn More:

  • TD Preferred Share Fund

    The  Preferred Share Fund aims to earn a high level of income by investing primarily in Canadian-listed preferred equities and seeks to take advantage of preferred equity market pricing and valuation inefficiencies to add value.

    Key Features Include:

    • Tax Advantaged Income, Attractive after-tax income stream that is not available from most public securities
    • Portfolio Diversification, Preferred shares can benefit from today's interest rates
    • Reduce Complexity, Repeatable investment process that helps identify best value in a complex asset class

    Each fund may invest up to 100% of its asset value in the units of the corresponding TD Active Preferred Share ETF (TPRF).

1.TD U.S. Quantitative Equity Fund was awarded the FundGrade A+TM Award in the U.S. Equity category for the 12-month period ending December 31, 2023 out of a total of 794 funds. The FundGrade A+TM Awards is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+TM Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+ calculation is supplemental to the monthly FundGradeTM ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade rating, which is subject to change every month. Funds with the highest 10% receive a grade of A, the next 20% a grade of B, the middle 40% a grade of C, the next 20% a grade of D, and the lowest 10% a grade of E. Eligible funds must have received a FundGrade rating every month in the previous year to be considered for the annual FundGrade A+ Awards. The FundGrade A+ Award uses a GPA-style calculation, where each monthly FundGrade rating from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+ Award. For more information, see www.FundGradeAwards.com. The information contained herein has been provided by TD Asset Management Inc. and is for information purposes only. The information has been drawn from sources believed to be reliable. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts and prospectus, which contain detailed investment information, before investing. The indicated rates of return are the historical annual compounded total returns for the period indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds are not guaranteed or insured, their values change frequently and past performance may not be repeated. Mutual fund strategies and current holdings are subject to change. Sharpe Measure is a ratio of returns generated by the fund, over and above the risk-free rate of return and the total risk associated with it and can change monthly. A high and positive ratio shows superior performance and a low and negative ratio is an indication of unfavourable performance. Certain statements in this document may contain forward-looking statements (“FLS”) that are predictive in nature and may include words such as “expects”, “anticipates”, “intends”, “believes”, “estimates” and similar forward-looking expressions or negative versions thereof. FLS are based on current expectations and projections about future general economic, political and relevant market factors, such as interest and foreign exchange rates, equity and capital markets, the general business environment, assuming no changes to tax or other laws or government regulation or catastrophic events. Expectations and projections about future events are inherently subject to risks and uncertainties, which may be unforeseeable. Such expectations and projections may be incorrect in the future. FLS are not guarantees of future performance. Actual events could differ materially from those expressed or implied in any FLS. A number of important factors including those factors set out above can contribute to these digressions. You should avoid placing any reliance on FLS. TD Mutual Funds and the TD Managed Assets Program portfolios are managed by TD Asset Management Inc., a wholly-owned subsidiary of The Toronto-Dominion Bank and are available through authorized dealers. ®© 2024 Morningstar is a registered mark of Morningstar Research Inc. All rights reserved. ® The TD logo and other TD trademarks are the property of The Toronto-Dominion Bank or its subsidiaries.