24 mutual funds and ETFs managed by TD Asset Management Inc. recognized at the Fundata FundGrade A+® Awards

The following TD Mutual Funds, TD Managed Assets Program portfolios and TD ETFs were recognized for providing strong risk-adjusted returns relative to industry peers across one or more performance periods:

Fund Name

CIFSC Category1

Fund Count2

FundGrade Start Date3

Funds with 10 years of performance history

TD Canadian Small-Cap Equity Fund (TDB454)

Canadian Small/Mid Cap Equity

40

2014-12-31

TD Global Tactical Monthly Income Fund (TDB2605)

Global Neutral Balanced

224

2014-12-31

TD International Index Currency Neutral Fund (TDB444)

(winner 2nd consecutive year)

International Equity

154

2014-12-31

TD North American Dividend Fund (TDB688)

North American Equity

32

2014-12-31

TD U.S. Disciplined Equity Alpha Fund (TDB3173)

(winner 3rd consecutive year)

U.S. Equity

237

2014-12-31

TD U.S. Monthly Income Fund (TDB2785)

(winner 6th consecutive year)

Global Neutral Balanced

224

2014-12-31

Funds with 8 years of performance history

TD Canadian Blue Chip Dividend Fund (TDB3105)

(winner 3rd consecutive year)

Canadian Dividend & Income Equity

83

2016-12-31

TD Canadian Diversified Yield Fund (TDB3106)

(winner 3rd consecutive year)

Canadian Neutral Balanced

55

2016-12-31

TD International Equity CAD Hedged Index ETF (THE)

(winner 3rd consecutive year)

International Equity

154

2016-12-31

TD U.S. Equity Index ETF (TPU)

U.S. Equity

237

2016-12-31

Funds with 7 years of performance history

TD Managed Aggressive Growth ETF Portfolio (TDB3560)

(winner 3rd consecutive year)

Global Equity Balanced

187

2017-12-31

TD Managed Balanced Growth ETF Portfolio (TDB3559)

(winner 2nd consecutive year)

Global Neutral Balanced

224

2017-12-31

TD Managed Income ETF Portfolio (TDB3557)

Canadian Fixed Income Balanced

73

2017-12-31

Funds with 6 years of performance history

TD Active Preferred Share ETF (TPRF)

(winner 3rd consecutive year)

Preferred Share Fixed Income

28

2018-12-31

TD Global Equity Focused Fund (TDB3455)

(winner 3rd consecutive year)

Global Equity

306

2018-12-31

TD Select Short Term Corporate Bond Ladder ETF (TCSB)

(winner 3rd consecutive year)

Canadian Short Term Fixed Income

86

2018-12-31

Funds with 5 years of performance history

TD Active Global Enhanced Dividend ETF (TGED)

(winner 2nd consecutive year)

Global Equity

306

2019-12-31

TD Q Canadian Dividend ETF (TQCD)

Canadian Dividend & Income Equity

83

2019-12-31

TD Q Global Dividend ETF (TQGD)

Global Dividend & Income Equity

39

2019-12-31

TD Q U.S. Small-Mid-Cap Equity ETF (TQSM)

(winner 2nd consecutive year)

U.S. Small/Mid Cap Equity

42

2019-12-31

Funds with 4 years of performance history

TD Active Global Equity Growth ETF (TGGR)

(winner 2nd consecutive year)

Global Equity

306

2020-12-31

TD Active Global Infrastructure Equity ETF (TINF)

Global Infrastructure Equity

27

2020-12-31

TD Active U.S. Enhanced Dividend ETF (TUED)

U.S. Equity

237

2020-12-31

TD Conservative ETF Portfolio (TCON)

(winner 2nd consecutive year)

Global Fixed Income Balanced

126

2020-12-31

1  1 The Canadian Investment Funds Standards Committee (CIFSC) is a Canadian independent organization that defines the categories of funds. 2 Fund Count indicates the number of funds in the category the particular fund is being compared with. 3 The end date for the FundGrade calculation is December 31, 2024.

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® 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 FundGrade 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. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade 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. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.

Performance for TD Canadian Small-Cap Equity Fund for the period that ended December 31, 2024, is as follows: 26.43% (1 year), 10.44% (3 years), 15.21% (5 years), 9.22% (10 years), and 9.74% (since inception on November 1, 2005). Performance for TD Global Tactical Monthly Income Fund for the period that ended December 31, 2024, is as follows: 20.91% (1 year), 6.05% (3 years), 8.82% (5 years), 7.44 (10 years), and 8.00% (since inception on September 12, 2012). Performance for TD International Index Currency Neutral Fund for the period that ended December 31, 2024, is as follows: 13.24% (1 year), 8.01% (3 years), 8.50% (5 years), 7.62% (10 years), and 3.65% (since inception on November 1, 2000). Performance for TD North American Dividend Fund for the period that ended December 31, 2024, is as follows: 38.94% (1 year), 13.35% (3 years), 13.40% (5 years), 11.99% (10 years), and 8.91% (since inception on January 8, 2007). Performance for TD U.S. Disciplined Equity Alpha Fund for the period that ended December 31, 2024, is as follows: 31.10% (1 year), 13.67% (3 years), 16.71% (5 years), N/A (10 years), and 15.51% (since inception on September 13, 2016). Performance for TD U.S. Monthly Income Fund for the period that ended December 31, 2024, is as follows: 27.80% (1 year), 9.26% (3 years), 10.55% (5 years), 9.96% (10 years), and 11.15% (since inception on September 10, 2013). Performance for TD Canadian Blue Chip Dividend Fund for the period that ended December 31, 2024, is as follows: 17.02% (1 year), 8.81% (3 years), 10.23% (5 years), N/A (10 years), and 9.65% (since inception on April 26, 2016). Performance for TD Canadian Diversified Yield Fund for the period that ended December 31, 2024, is as follows: 24.32% (1 year), 7.26% (3 years), 10.23% (5 years), N/A (10 years), and 9.00% (since inception on April 26, 2016). Performance for TD International Equity CAD Hedged Index ETF for the period that ended December 31, 2024, is as follows: 12.76% (1 year), 7.94% (3 years), 8.45% (5 years), N/A (10 years), and 9.15% (since inception on March 22, 2016). Performance for TD U.S. Equity Index ETF for the period that ended December 31, 2024, is as follows: 35.77% (1 year), 13.06% (3 years), 16.63% (5 years), N/A (10 years), and 15.71% (since inception on March 22, 2016). Performance for TD Managed Aggressive Growth ETF Portfolio for the period that ended December 31, 2024, is as follows: 21.69% (1 year), 8.23% (3 years), N/A (5 years), N/A (10 years), and 9.32% (since inception on January 30, 2020). Performance for TD Managed Balanced Growth ETF Portfolio for the period that ended December 31, 2024, is as follows: 17.14% (1 year), 6.14% (3 years), N/A (5 years), N/A (10 years), and 7.04% (since inception on January 30, 2020). Performance for TD Managed Income ETF Portfolio for the period that ended December 31, 2024, is as follows: 10.74% (1 year), 3.14% (3 years), N/A (5 years), N/A (10 years), and 3.96% (since inception on January 30, 2020). Performance for TD Active Preferred Share ETF for the period that ended December 31, 2024, is as follows: 28.41% (1 year), 4.72% (3 years), 9.66% (5 years), N/A (10 years), and 6.94% (since inception on November 8, 2018). Performance for TD Global Equity Focused Fund for the period that ended December 31, 2024, is as follows: 32.39% (1 year), 10.98% (3 years), 15.82% (5 years), N/A (10 years), and 14.55% (since inception on September 13, 2018). Performance for TD Select Short Term Corporate Bond Ladder ETF for the period that ended December 31, 2024, is as follows: 6.72% (1 year), 2.97% (3 years), 2.84% (5 years), N/A (10 years), and 3.30% (since inception on November 8, 2018). Performance for TD Active Global Enhanced Dividend ETF for the period that ended December 31, 2024, is as follows: 39.26% (1 year), 13.72% (3 years), 16.06% (5 years), N/A (10 years), and 15.55% (since inception on May 3, 2019). Performance for TD Q Canadian Dividend ETF for the period that ended December 31, 2024, is as follows: 25.64% (1 year), 12.77% (3 years), 9.52% (5 years), N/A (10 years), and 10.00% (since inception on November 20, 2019). Performance for TD Q Global Dividend ETF for the period that ended December 31, 2024, is as follows: 23.09% (1 year), 13.20% (3 years), 10.29% (5 years), N/A (10 years), and 10.28% (since inception on November 20, 2019). Performance for TD Q U.S. Small-Mid-Cap Equity ETF for the period that ended December 31, 2024, is as follows: 20.65% (1 year), 12.93% (3 years), 12.17% (5 years), N/A (10 years), and 11.69% (since inception on November 20, 2019). Performance for TD Active Global Equity Growth ETF for the period that ended December 31, 2024, is as follows: 23.87% (1 year), 9.11% (3 years), N/A (5 years), N/A (10 years), and 15.26% (since inception on May 26, 2020). Performance for TD Active Global Infrastructure Equity ETF for the period that ended December 31, 2024, is as follows: 22.79% (1 year), 10.09% (3 years), N/A (5 years), N/A (10 years), and 10.66% (since inception on May 26, 2020). Performance for TD Active U.S. Enhanced Dividend ETF for the period that ended December 31, 2024, is as follows: 46.86% (1 year), 16.36% (3 years), N/A (5 years), N/A (10 years), and 20.42% (since inception on May 26, 2020). Performance for TD Conservative ETF Portfolio for the period that ended December 31, 2024, is as follows: 9.67% (1 year), 2.48% (3 years), N/A (5 years), N/A (10 years), and 3.65% (since inception on August 11, 2020).

Commissions, management fees and expenses all may be associated with mutual fund and/or exchange- traded fund ("ETF") investments (collectively, "the Funds"). Trailing commissions may be associated with mutual fund investments. ETF units are bought and sold at market price on a stock exchange and brokerage commissions will reduce returns. Please read the fund facts or ETF facts and the prospectus, which contain detailed investment information, before investing in the Funds. The Funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. Their values change frequently. 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. Past performance may not be repeated.

The TD International Index Currency Neutral Fund (the "Fund") is not sponsored, promoted, sold or supported in any other manner by Solactive AG nor does Solactive AG offer any express or implicit guarantee or assurance either with regard to the results of using the Solactive GBS Developed Markets ex North America Large & Mid Cap Hedged to CAD Index (CA NTR) and/or any trade mark(s) associated with the Solactive GBS Developed Markets ex North America Large & Mid Cap Hedged to CAD Index (CA NTR) or the prices of the Solactive GBS Developed Markets ex North America Large & Mid Cap Hedged to CAD Index (CA NTR) at any time or in any other respect. The Solactive GBS Developed Markets ex North America Large & Mid Cap Hedged to CAD Index (CA NTR) is calculated and published by Solactive AG. Solactive AG uses its best efforts to ensure that the Solactive GBS Developed Markets ex North America Large & Mid Cap Hedged to CAD Index (CA NTR) is calculated correctly. TD U.S. Equity Index ETF is not sponsored, promoted, sold or supported in any other manner by Solactive AG nor does Solactive AG offer any express or implicit guarantee or assurance either with regard to the results of using the Solactive AG Indices and/or any trade mark(s) associated with the Solactive AG Indices or the prices of the Solactive AG Indices at any time or in any other respect. The Solactive AG Indices are calculated and published by Solactive AG. Solactive AG uses its best efforts to ensure that the Solactive AG Indices are calculated correctly.

TD Mutual Funds, TD ETFs 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. 

 ® The TD logo and other TD trademarks are the property of The Toronto-Dominion Bank or its subsidiaries.


TD Asset Management Inc. Recognized in Six Categories at the 2024 Canada LSEG Lipper Fund Awards

For the 18th year in a row, certain TD Asset Management Inc. funds were recognized for providing attractive risk-adjusted returns, relative to industry peers

Classification

Number of Awards in Category

Award Period

Global Neutral Balanced

168

5 Years

Global Neutral Balanced

119

10 Years

North American Equity

22 (3 Years) / 11 (10 Years)

3 Years and 10 Years

Global Corporate Fixed Income

10

3 Years

TD Q Global Dividend ETF (Ticker: TQGD) 

Global Dividend & Income Equity

10

3 Years

Global Equity

20

5 Years

Preferred Share Fixed Income

18

3 Years and 5 Years 

View the complete lineup of TD Mutual Funds

FUNDATA FundGrade A+® Awards (January 2024)


Classification

Number of Awards in Category

Award Period

Global Neutral Balanced

108

10 Years

U.S. Small/Mid Cap Equity

20

10 Years

Canadian Neutral Balanced

46

3 Years

European Equity

19

10 Years

Preferred Share Fixed Income

17

3 Years

View the complete lineup of TD Mutual Funds


The FundGrade A+® Awards recognize Canadian investment fund products that have maintained an exceptional performance rating over the entire previous calendar year, with only around 6% of investment fund products available in Canada receiving the FundGrade A+® rating

  1. 2022 awards represents the most FundGrade A+™ Awards received by investment funds managed by TDAM in a single period.

  2. "Being acknowledged for investment excellence is always a great honour. The awards reflect the dedication and expertise of our diverse investment teams." Bruce Cooper, Chief Executive Officer, TD Asset Management

FUNDATA FundGrade A+® Awards (January 2023)


REFINITIV LIPPER FUND AWARDS
2022 WINNER CANADA

Canada Fund Awards

Classification

Number of Awards in Category

Award Period

Global Neutral Balanced

106

10 Years

U.S. Small/Mid Cap Equity

20

10 Years

Preferred Share Fixed Income

18

3 Years

View the complete lineup of TD Mutual Funds


TD ESG funds earn top tier grades from annual Corporate Knights 2022 Responsible Funds Ranking

Only funds that have an Environmental, Social and Governance (ESG) mandate are eligible for the ranking and the following TDAM funds made their list of top scorers:

Classification

Number of Awards in Category

TD Morningstar ESG Canada Equity Index ETF (TMEC)

Canadian Equity

226

TD Morningstar ESG U.S. Equity Index ETF (TMEU)

U.S. Equity

309

Balanced

50


  • Four of our six awarded funds are repeat winners in their categories
  • Bruce Cooper, Chief Executive Officer, TD Asset Management (TDAM), accepts on behalf of TDAM

REFINITIV LIPPER FUND AWARDS
2021 WINNER CANADA

Canada Fund Awards

Classification

Number of Funds in Category

Award Period

Global Equity

147

10 Years

Global Equity

147

10 Years

US Equity

148

3 Years

US Small/Mid Cap Equity

148

3 Years

View the complete lineup of TD Mutual Funds


  • Four of our six awarded funds are repeat winners in their categories
  • Robert Vanderhooft, CIO TDAM, accepts on behalf of TDAM

FUNDATA FundGrade A+® Awards (January 2021)

Fund Name


Lipper Fund Awards (November 2020)

Canada Fund Awards

Category

Number of Funds in Category

Award Period

Global Equity

139

10 Years

Sector Equity

16

10 Years

U.S. Small/Mid Cap Equity

17

10 Years


FUNDATA FundGrade A+® Awards (January 2020)

Fund Name


Lipper Fund Awards (November 2019)

Canada Fund Awards

Category

Number of Funds in Category

Award Period

Global Equity

131

10 Years

Global Neutral Balanced

134

5 Years

High Yield Fixed Income

22

10 Years

Sector Equity

16

10 Years

Tactical Balanced

31

5 Years

U.S. Small/Mid Cap Equity

16

10 Years


Lipper Fund Awards (November 2018)

Category

Number of Funds in Category

Award Period

North American Equity

10

3 Years

Global Neutral Balanced

119

5 Years

Sector Equity

14

5 Years

Sector Equity

15

10 Years

Global Equity

128

10 Years

U.S. Small/Mid Cap Equity

15

10 Years

U.S. Small/Mid Cap Equity

22

5 Years



FUNDATA FundGrade A+® Awards (January 2017)

Fund Name


Lipper Fund Awards (November 2016)

Lipper Global Classification

Best Fund

North American Equity

3 Year

U.S. Small/Mid Cap Equity

3 Year

Sector Equity

3 Year

Global Equity

5 Year

Sector Equity

5 Year

Global Equity

10 Year

Sector Equity

10 Year

U.S. Small/Mid Cap Equity

10 Year


FUNDATA FundGrade A+® Awards (January 2016)

Fund Name


Lipper Fund Awards (November 2015)

Lipper Global Classification

Best Fund

Sector Equity

3 Year

Global Equity

5 Year

Sector Equity

5 Year

Global Equity

10 Year

Sector Equity

10 Year

U.S. Small/Mid Cap Equity

10 Year


FUNDATA FundGrade A+® Awards (January 2015)

Fund Name


Lipper Fund Awards (November 2014)

Lipper Global Classification

Best Fund

Global Equity

3 Year

Sector Equity

3 Year

Global Equity

5 Year

Sector Equity

5 Year

Canadian Equity Balanced

10 Year

Global Equity

10 Year

Sector Equity

10 Year

U.S. Small/Mid Cap Equity

10 Year


FUNDATA FundGrade A+® Awards (January 2014)

Fund Name


Lipper Fund Awards (November 2013)

Lipper Global Classification

Best Fund

Global Equity

3 Year

Sector Equity

3 Year

US Equity

3 Year

Global Equity

5 Year

U.S. Small/Mid Cap Equity

5 Year

Global Equity

10 Year

Sector Equity

10 Year

U.S. Small/Mid Cap Equity

10 Year


FUNDATA FundGrade A+® Awards (January 2013)

Fund Name


Lipper Fund Awards (November 2012)

Lipper Global Classification

Best Fund

Sector Equity

1 Year

Global Equity

3 Year

Sector Equity

3 Year

US Equity

3 Year

Global Equity

5 Year

Sector Equity

5 Year

U.S. Small/Mid Cap Equity

5 Year

TD Pacific Rim Investor Series

Asia Pacific Equity

10 Year

Canadian Equity Balanced

10 Year


FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® 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 FundGrade 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. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade 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. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a rating of 5, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2 and the lowest 20% are rated 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate awards, the accuracy is not guaranteed.

Performance for TD U.S. Monthly Income (US$) Fund – F-Series for the period that ended September 30, 2023 is as follows: 9.64% (1 year), 3.75% (3 years), 5.51% (5 years), 6.47% (10 years) and 7.35% (since inception on August 16, 2011). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2023 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years). Performance for TD U.S. Small-Cap Equity Fund – F-Series for the period that ended September 30, 2023 is as follows: 4.14% (1 year), 4.77% (3 years), 5.69% (5 years), 11.14% (10 years) and 9.95% (since inception on Nov. 1, 2005). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2023 are as follows: N/A (1 year), 3 (3 years), 5 (5 years), 5 (10 years). Performance for TD Canadian Diversified Yield Fund – D-Series for the period that ended September 30, 2023 is as follows: -1.38% (1 year), 12.28% (3 years), 4.59% (5 years), NA (10 years) and 6.42% (since inception on April 26, 2016). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2023 are as follows: N/A (1 year), 5 (3 years), 1 (5 years), N/A (10 years). Performance for TD European Index Fund – e-Series for the period that ended September 30, 2023 is as follows: 26.88% (1 year), 7.50% (3 years), 4.66% (5 years), 6.41 (10 years) and 3.20% (since inception on November 26, 1999). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2023 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years). Performance for TD Active Preferred Share ETF for the period that ended September 30, 2023 is as follows: -3.66% (1 year), 7.57% (3 years), NA (5 years), NA (10 years) and 1.92% (since inception on November 8, 2018). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2023 are as follows: N/A (1 year), 5 (3 years), N/A (5 years), N/A (10 years).