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TD Asset Management Inc – MUTUAL:TDB2500 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
15.22 CAD0.04 (+0.26%)13.58 - 15.69--

Market data as of 12:00AM 07/27/16. Quotes are delayed by at least 15 min.

Overview - MUTUAL:TDB2500

The fundamental investment objective is to seek to achieve a total return that exceeds that of Government of Canada 91-day Treasury Bills over a 5-year period regardless of market conditions, through a balanced approach of capital growth and income. The Fund may invest directly in, or provide exposure to, investments including, but not limited to, any of the following: money market securities, debt and debt-like instruments, preferred shares, exchange-traded funds and/or equity and equity-like instruments of Canadian, U.S. and/or international markets.

Growth of $10,000 (10 Years)

Total Return0.28%
Yield (Trailing 12 Mo.)2.02%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$100.00
Management Tenure5 Years
Fund Inception09/07/2011

Trailing Total Returns - MUTUAL:TDB2500

as of 03/31/2016
TimeframeMUTUAL:TDB2500S&P 500Tactical Balanced
1 Month3.21%0.26%0.03%
3 Month0.64%2.46%2.04%
1 Year-9.66%3.99%-0.68%
3 Year-2.36%11.66%5.78%
5 Year--12.10%4.44%
10 Year--7.42%3.91%
Since Inception0.28%10.45%--

Sector Allocation - MUTUAL:TDB2500

as of 03/31/2016
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - MUTUAL:TDB2500

as of 03/31/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$151.42M
Total Stock Holdings81
Total Bond Holdings89

Top Ten Holdings - MUTUAL:TDB2500

as of 03/31/2016
CompanyYTD Return% of Assets
Bank of Cyprus PLC--5.55%
Ias Oper Partnership 144A Cv 5%--4.35%
Wl Ross Hldg (Unit)--3.38%
Fxcm Cv 2.25%--2.66%

Valuation & Growth - MUTUAL:TDB2500

as of 03/31/2016
ValuationMUTUAL:TDB2500Category Range
Price/Cash Flow--
Dividend Yield6.04
LT Earnings9.63
Historical Earnings
Sales Growth-29.09
Cash-Flow Growth-4.65
Book-Value Growth-21.93
Key:  Lo 

Morningstar Summary - MUTUAL:TDB2500, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
RiskBelow Avg
Key:  Lo 

Tax Analysis - MUTUAL:TDB2500, 3 Year Avg

Pretax Return-2.36%
Tax-adjusted Return-2.87%
Tax Cost Ratio0.52%
Potential Cap Gains--

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