TD US Mid-Cap Growth Class - ITDB2300
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- NAV39.79
- TODAY'S CHANGE (%)-0.81 (-2.00%)
- Investment Style
- 52 Week Range
- Distribution Yield0.00%
- MER2.45
- AUM308.9M
- RRSP EligibilityYes
- Load TypeNo Load
- Overall Morningstar Rating4 out of 5 Starsout of 398 funds
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| Company | Country | Symbol |
|---|
Select growth of 10k Options
| Date | Percent Change | Category Percent Change |
|---|---|---|
| August 2023 | 3.03% | 1.88% |
| July 2023 | 3.07% | 1.92% |
| June 2023 | 2.95% | 1.84% |
| May 2023 | 2.77% | 1.68% |
| April 2023 | 2.80% | 1.74% |
| March 2023 | 2.84% | 1.77% |
| February 2023 | 2.83% | 1.88% |
| January 2023 | 2.83% | 1.87% |
| December 2022 | 2.61% | 1.68% |
| November 2022 | 2.77% | 1.82% |
| October 2022 | 2.57% | 1.72% |
| September 2022 | 2.41% | 1.51% |
| August 2022 | 2.54% | 1.67% |
| July 2022 | 2.64% | 1.74% |
| June 2022 | 2.34% | 1.51% |
| May 2022 | 2.53% | 1.69% |
| April 2022 | 2.63% | 1.73% |
| March 2022 | 2.89% | 1.90% |
| February 2022 | 2.90% | 1.89% |
| January 2022 | 2.99% | 1.91% |
| December 2021 | 3.45% | 2.14% |
| November 2021 | 3.37% | 2.02% |
| October 2021 | 3.37% | 2.03% |
| September 2021 | 3.28% | 1.95% |
| August 2021 | 3.46% | 2.04% |
| July 2021 | 3.31% | 1.95% |
| June 2021 | 3.21% | 1.94% |
| May 2021 | 2.99% | 1.87% |
| April 2021 | 3.11% | 1.89% |
| March 2021 | 3.03% | 1.82% |
| February 2021 | 3.04% | 1.74% |
| January 2021 | 2.97% | 1.60% |
| December 2020 | 2.99% | 1.55% |
| November 2020 | 2.89% | 1.42% |
| October 2020 | 2.57% | 1.17% |
| September 2020 | 2.59% | 1.15% |
| August 2020 | 2.56% | 1.19% |
| July 2020 | 2.53% | 1.17% |
| June 2020 | 2.39% | 1.10% |
| May 2020 | 2.39% | 1.09% |
| April 2020 | 2.14% | 0.96% |
| March 2020 | 1.75% | 0.76% |
| February 2020 | 2.17% | 1.16% |
| January 2020 | 2.39% | 1.34% |
| December 2019 | 2.35% | 1.35% |
| November 2019 | 2.36% | 1.34% |
| October 2019 | 2.20% | 1.25% |
| September 2019 | 2.21% | 1.23% |
| August 2019 | 2.24% | 1.21% |
| July 2019 | 2.28% | 1.27% |
| June 2019 | 2.21% | 1.25% |
| May 2019 | 2.05% | 1.17% |
| April 2019 | 2.19% | 1.31% |
| March 2019 | 2.07% | 1.23% |
| February 2019 | 1.99% | 1.23% |
| January 2019 | 1.85% | 1.14% |
| December 2018 | 1.69% | 1.01% |
| November 2018 | 1.88% | 1.20% |
| October 2018 | 1.78% | 1.16% |
| September 2018 | 1.97% | 1.34% |
| August 2018 | 1.99% | 1.39% |
| July 2018 | 1.89% | 1.31% |
| June 2018 | 1.81% | 1.28% |
| May 2018 | 1.77% | 1.24% |
| April 2018 | 1.69% | 1.16% |
| March 2018 | 1.74% | 1.16% |
| February 2018 | 1.72% | 1.15% |
| January 2018 | 1.69% | 1.17% |
| December 2017 | 1.58% | 1.14% |
| November 2017 | 1.66% | 1.17% |
| October 2017 | 1.60% | 1.12% |
| September 2017 | 1.46% | 1.04% |
| August 2017 | 1.42% | 0.97% |
| July 2017 | 1.40% | 0.99% |
| June 2017 | 1.46% | 1.03% |
| May 2017 | 1.54% | 1.05% |
| April 2017 | 1.50% | 1.06% |
| March 2017 | 1.39% | 1.01% |
| February 2017 | 1.36% | 0.99% |
| January 2017 | 1.23% | 0.94% |
| December 2016 | 1.23% | 0.94% |
| November 2016 | 1.24% | 0.92% |
| October 2016 | 1.14% | 0.79% |
| September 2016 | 1.19% | 0.82% |
| August 2016 | 1.19% | 0.82% |
| July 2016 | 1.20% | 0.80% |
| June 2016 | 1.07% | 0.72% |
| May 2016 | 1.13% | 0.75% |
| April 2016 | 0.99% | 0.67% |
| March 2016 | 1.05% | 0.69% |
| February 2016 | 0.99% | 0.64% |
| January 2016 | 1.04% | 0.67% |
| December 2015 | 1.21% | 0.77% |
| November 2015 | 1.17% | 0.78% |
| October 2015 | 1.10% | 0.73% |
| September 2015 | 1.02% | 0.66% |
| August 2015 | 1.06% | 0.71% |
| July 2015 | 1.15% | 0.79% |
| June 2015 | 1.02% | 0.75% |
| May 2015 | 1.02% | 0.74% |
| April 2015 | 0.92% | 0.68% |
| March 2015 | 1.03% | 0.77% |
| February 2015 | 0.99% | 0.74% |
| January 2015 | 0.88% | 0.65% |
| December 2014 | 0.75% | 0.60% |
| November 2014 | 0.72% | 0.57% |
| October 2014 | 0.64% | 0.53% |
| September 2014 | 0.56% | 0.47% |
| August 2014 | 0.57% | 0.50% |
| July 2014 | 0.51% | 0.43% |
| June 2014 | 0.52% | 0.47% |
| May 2014 | 0.49% | 0.43% |
| April 2014 | 0.49% | 0.43% |
| March 2014 | 0.53% | 0.47% |
| February 2014 | 0.56% | 0.48% |
| January 2014 | 0.50% | 0.43% |
| December 2013 | 0.44% | 0.42% |
| November 2013 | 0.39% | 0.39% |
| October 2013 | 0.34% | 0.33% |
| September 2013 | 0.30% | 0.28% |
| August 2013 | 0.26% | 0.24% |
| July 2013 | 0.25% | 0.25% |
| June 2013 | 0.20% | 0.19% |
| May 2013 | 0.20% | 0.19% |
| April 2013 | 0.13% | 0.13% |
| March 2013 | 0.14% | 0.14% |
| February 2013 | 0.11% | 0.10% |
| January 2013 | 0.06% | 0.06% |
| December 2012 | 0.00% | 0.00% |
No reports available
Calendar Year Total Returns
| Year | Fund | Best-Fit Index | Category |
|---|---|---|---|
2022 | -19.04% | --- | -15.10% |
2021 | +11.74% | --- | +22.86% |
2020 | +18.99% | --- | +9.87% |
2019 | +24.54% | --- | +17.85% |
2018 | +4.08% | --- | -5.97% |
Asset Class
| US Equity | 95.6% |
|---|---|
| Cash | 2.1% |
| Int'l Equity | 1.5% |
| CDN Equity | 0.5% |
| Other | 0.4% |
| Fixed Income | 0.0% |
Sectors
| Technology | 24.9% |
|---|---|
| Healthcare | 22.5% |
| Industrials | 16.3% |
| Consumer Cyclical | 15.8% |
| Financial Serv.s | 6.3% |
| Basic Mat. | 3.2% |
| Consumer Defensive | 3.2% |
| Energy | 2.5% |
| Communication Services | 1.6% |
| Real Estate | 1.1% |
| Utilities | 0 |
Geographic Region
| United States | 98.0% |
|---|---|
| Canada | 0.5% |
| Europe | 0.2% |
| Asia/Oceania | 0.1% |
| Africa | 0 |
| Latin America | 0 |
No data available
Best Fit Index | Russell Mid Cap Growth TR CAD |
|---|---|
Category | |
Sponsor | TD Asset Management Inc |
Inception | September 7, 2010 |
The fundamental investment objective is to seek to achieve long-term capital growth by investing primarily in, or gaining exposure to, equity securities of medium-sized issuers in the United States.
| Total Net Assets | $10.0M |
|---|---|
| Annual Portfolio Turnover | 10.33% |
| Equity Style | Mid Cap Growth |
| Credit Quality / Duration | --- |
| Tax-Adjusted Rating | 4 out of 5 Stars |
| Initial Investment(s) | $100 |
|---|---|
| Subsequent Investment(s) | $100 |
| Initial RRSP Investment(s) | $100 |
| Subsequent RRSP Investment(s) | $100 |
| Maximum Initial Sales Fees | --- |
|---|---|
| Maximum Deferred Sales Fees | --- |
| Actual Management Fee | 2.00% |
| Actual Mgmt. Expense Ratio (MER) | 2.45% |
| Load Type | No Load |
Morningstar Ratings
| Time Horizon | Star Rating | Tax-Adjusted Rating |
|---|---|---|
| Overall | 4 out of 5 Stars | A rating of 4Out of 398 Funds |
| 3 Year | 2 out of 5 Stars | A rating of 2Out of 398 Funds |
| 5 Year | 4 out of 5 Stars | A rating of 4Out of 398 Funds |
| 10 Year | 5 out of 5 Stars | A rating of 5Out of 398 Funds |
Past performance is no guarantee of future results. The ratings reflect historical risk-adjusted performance, and the overall rating is derived from a weight average of the fund's 3, 5, and 10 year (Morningstar Rating) metrics.
Style Box is calculated only using the long position holdings of the portfolio.
Management & Contact
Contact Information
TD Asset Management IncP.O. Box 100 66 Wellington Street West TD Bank Tower
Toronto ON Canada M5K 1G8
Tel: 1-800-588-8054
Fax: 866-782-3167
Portfolio Manager since January 01, 2022
Michael Craig