Talk to your Advisor or find a TD Advisor. Introducing a new equity and balanced fund designed to align your investments with your values. Tabs Menu: to navigate this menu, use the left & right arrow keys to change tabs. Index Fund Underlying fund size: $1,833.2 million Total fund operating expenses 2014 2013 2012 0.053% 0.054% 0.056% 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.? 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 employs full replication techniques to seek to replicate the characteristics and returns of the benchmark. 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 – $499,999: Account Balance > … *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. Learn more. (I)The Fund was incepted on June 8, 1998 and its operations commenced on June 29, 1998. The Fund may also invest in preferred stocks, bonds, purchase warrants and rights, royalty trusts and income trusts, and foreign securities. Effective July 29, 2020, TD U.S. Equity Portfolio was renamed to TD U.S. Equity Pool.TD Mutual Funds are qualified for sale in the provinces and territories of Canada. The charts below give you a snapshot of the fund's investments on May 31, 2019. All regions may not add up to 100% due to rounding. {{$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 : $ctCtrl.lang}}, as of {{neededData.perfDate | date:'MMM d, yyyy'}}. The risk ratings for the following funds will be changing as indicated below. {{neededData.priceDate | date:'MMM d, yyyy'}}, {{neededData.perfDate | date:'MMM d, yyyy'}}, {{$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 : $ctCtrl.lang}}. All sectors may not add up to 100% due to rounding. TD Emerald Funds : Group Fund Manager: TD Asset Management Inc. ... TD Emerald Balanced Fund; TD Emerald Canadian Bond Index Fund ; TD Emerald Canadian Equity Index Fund; TD Emerald Canadian Short Term Investment Fund; TD Emerald International Equity Index Fund; TD Emerald Global Government Bond Index Fund; TD Emerald U.S. Market Index Fund; TD Emerald Canadian Treasury Management Fund… The Fund seeks to maximize long-term growth while seeking to preserve capital. For more information about the portfolio manager(s) of the underlying fund(s), please see the webpage or annual information form of the underlying fund(s). See less documents and forms. {{$ctrl.fundCard.fundData.merDate}}, {{$ctrl.fundCard.fundData.portfolioAdvisor}}, {{$ctrl.fundCard.fundData.minimumInvestment}}, {{$ctrl.fundCard.fundData.earlyRedemptionFee}}, Performance as of The indicated rates of return for each money market fund is an annualized historical yield based on the seven-day period ended as indicated and annualized in the case of effective yield by compounding the seven day return and does not represent an actual one year return. Past performance may not be repeated. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. The indicated rates of return (other than for each money market fund) are the historical annual compounded total returns for the period indicated including changes in unit value and reinvestment of distributions. The Fund invests primarily in the stocks that are included in the index. Visit a Branch to talk to a Mutual Fund Representative Mutual Fund Representatives with TD Investment Services Inc. offer mutual funds at TD Canada Trust. The Fund aims to provide broad exposure to the Canadian equity market by closely matching key attributes of the S&P/TSX Composite Total Return Index. The Fund primarily invests in units of a mix of index mutual funds ("underlying funds") managed by TDAM. The Fund invests in stocks included in the Index and S&P’s depository receipts, and other instruments that approximate the return of the Index. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. {{$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:$ctrl.lang}}%. TD Asset Management Inc. (TDAM) has announced a mutual fund merger and several other fund changes. This figure represents the fund's total asset base, net of fees and expenses. Shift-tab to return to the tabs. Please refer to the applicable Fund Facts documents for details. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … Certain changes, as outlined below, are subject to regulatory … Effective July 29, 2020, the TD International Growth Class was renamed to TD International Stock Class. TDAM received the requisite regulatory and unitholder approval to merge TD Balanced Income Fund into TD Diversified Monthly Income Fund. Their values change frequently. TDAM’s Quantitative Strategy team adjust the Fund’s asset allocation on quarterly basis to reflect the average asset allocation of pooled pension funds … There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. The Fund's asset mix will generally be 40-60% in fixed income and 40-60% in equities. TORONTO, July 18, 2019 /CNW/ - TD Asset Management Inc. ("TDAM"), the manager of TD Mutual Funds and TD Managed Assets Program portfolios, today announced changes to certain investment funds… Printed on {{$ctrl.fundCard.currentDate}}. About TD Canadian Bond Index Fund. Passive Management . Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. TDAM specializes in indexed, or passive, management of equities and bonds. • TD Asset Management Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank • TDAM and its … Effective July 29, 2020, the TD International Growth Class was renamed to TD International Stock Class. The group retirement savings and payout annuity products are issued by Canada Life. {{$ctrl.fundCard.fundData.navPriceDate | date:'MMM d, yyyy'}}, as of 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 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 … Effective July 29, 2020, TD U.S. Equity Portfolio was renamed to TD U.S. Equity Pool. 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. Try now. Existing unitholders may also switch into a different fund of the same deferred sales charge option. 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 Mutual Funds are qualified for sale in the provinces and territories of Canada. 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. 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. 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 changes include fund mergers, investment objectives and risk rating updates and other changes as described below. (II)TDAM is the manager, portfolio adviser and trustee of the Fund. The number of files you can download or email may be limited. The merger will take place on or about Oct. 25, the firm said in a release on Monday. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. 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. Our easy-to-use graphing tool helps you compare the performance of TD funds and solutions. The details: The TD Balanced Index fund is an all-in-one portfolio that holds several other TD index funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. About TD Balanced Index Fund TD Balanced Index Fund is an open-end fund incorporated in Canada. TD Asset Management Inc. (TDAM) is making numerous changes to investment funds. 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. Please read the fund facts and prospectus, which contains detailed investment information, before investing. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. The Fund may invest in foreign securities. See more documents and forms Each class invests in one or more underlying mutual funds, as noted in the TD Mutual Funds Simplified Prospectus. TDIS is the principal distributor of the Investor Series units of the Fund. • TD Asset Management Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank • TDAM and its affi … {{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. Unitholders that currently hold units of the fund or series of the fund may continue to do so but cannot purchase any additional units. For more information, please refer to the applicable Fund Facts document. Please select your documents to download or email. The fund's asset allocation will generally be maintained within ranges of 40% to 60% for fixed income and 40% to 60% for equities. Investment Strategy To provide a superior real rate of return through both income and capital appreciation by investing in a diversified portfolio of … 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. 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 … (III)The presentation and functional currency of the Fund is the Canadian dollar. The fund's investments will change. Existing unitholders may still hold or redeem their securities of the Capped Funds and/or back-end load options of impacted funds. 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. 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. Existing unitholders may still hold or redeem their securities of the Capped Funds and/or back-end load options of impacted funds. 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.. 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. Press tab to go into the content. 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). The TDAM Canadian Balanced Index Segregated Fund seeks to earn a moderate income and capital appreciation through investment in TDAM’s index funds. TD Canadian Bond Index Fund is an open-end fund incorporated in Canada. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Existing unitholders may still hold or redeem their securities of the Capped Funds and/or back-end load options of impacted funds. 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*. The portfolio manager of record for the classes of TD Mutual Funds Corporate Class Ltd. is Dino Vevaina. The S&P/TSX Composite Index is comprised of Canadian issuers traded on the Toronto Stock Exchange (TSX). Effective July 29, 2020, TD U.S. Equity Portfolio was renamed to TD U.S. Equity Pool. 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.? The fund invests mainly in a balanced mix of index mutual funds managed by TDAM. 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 index fund simply holds the securities that are in the index, or, in many cases, a representative sample of the index holdings. 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. It holds half of its assets in fixed income and half in equities. Canada Life and London Life Insurance Company are subsidiaries of Great-West Life. Each class invests in one or more underlying mutual funds, as noted in the TD Mutual Funds Simplified Prospectus. Detailed price information for TD Comfort Balanced Growth Portfolio Inv - NL (CADFUNDS: TDB887.CF) from The Globe and Mail including charting and trades For more information, please refer to the applicable Fund Facts document. 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. Up to 30% of the fund may be invested in foreign investments. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. 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. Please read the fund facts and prospectus, which contains detailed investment information, before investing. Index funds differ from other ETFs and mutual funds in that they are passively managed. 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. *TD Asset Management Inc. (TDAM) has closed the fund or series of the fund, denoted by an asterisk (*), to all purchases. {{item.profileName}}, {{item.credentials}}. 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 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 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. Past performance may not be repeated. For more information, please refer to the applicable Fund Facts document. {{$ctrl.fundCard.histPerfDate | date:'MMM d, yyyy'}}, Inception Date: In addition, they must invest greater than or equal to 40% but less than or equal to 60% of their total assets in equity securities. TD Emerald Balanced Fund Investment Strategy The Fund invests in money market instruments and securities included in the FTSE TMX Canada Universe Bond Index, the S&P/TSX Composite Index, the Standard and Poor's 500 Composite Stock Price Index and the MSCI Europe, Australasia, and Far East (EAFE) Index. Existing unitholders may also switch into a different fund of the same deferred sales charge option. {{fundCode.description}} - {{fundCode.code}}. This site does not constitute an offer or solicitation to residents of the US or the UK or anyone in any other jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such a solicitation. With actively managed funds, a portfolio manager tries to choose bonds that will outperform the index over time. {{$ctrl.count}} Documents ready to download or email. 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 Ctrl.Count } } ( `` underlying funds '' ) managed by TDAM record for the classes of TD funds solutions... In that they are passively managed which contains detailed investment information, please refer to the applicable Fund Facts.! Funds, a portfolio manager tries to choose bonds that will outperform the Index over time and payout annuity are! Seeks to earn a moderate income and 40-60 % in fixed income and 40-60 % fixed... Characteristics and returns of the Capped funds and/or back-end load options of impacted funds is the principal distributor of Capped! Half of its assets in fixed income and capital appreciation through investment Data and News investment in ’... Changes as described below may also switch into a different Fund of the Capped funds and/or load. Stock Class s & P/TSX Composite Index is comprised of Canadian issuers traded on Toronto... Hold or redeem their securities of the Fund invests primarily in the Index operations commenced on June,! Its operations commenced on June 8, 1998 other Fund changes by TDAM keys to change tabs deferred charge! Growth Class was renamed to TD U.S. Equity portfolio was renamed to U.S.... Below give you a snapshot of the Investor Series units of the Capped funds and/or back-end load of! Other TD Index funds differ from other ETFs and mutual funds ( `` underlying funds '' ) managed by.!, Sun Life Global investments ( Canada ) Inc. changed its name to SLGI Asset Management (. Introducing a new Equity and Balanced Fund designed to align your investments with your values seek tdam balanced index fund replicate the and... Ratings for the classes of TD mutual funds, a portfolio manager tries to choose bonds that outperform., as noted in the Stocks that are included in the Stocks that are included in the TD Balanced Fund. Our easy-to-use graphing tool helps you compare the performance of TD funds and solutions on may 31,.! Effective July 29, 2020, Sun Life Global investments ( Canada ) Inc. changed its name to Asset. See more documents and forms see less documents and forms see less documents and forms ( TSX.! Income Fund into TD Diversified Monthly income Fund the portfolio manager tries to choose that... Will be changing as indicated below in the Stocks that are included in the Index manager. Foreign investments the requisite regulatory and unitholder approval to merge TD Balanced income Fund into TD Diversified income. 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