24 mutual funds and ETFs managed by TD Asset Management Inc. recognized at the Fundata FundGrade A+® Awards
MWN-AI** Summary
TD Asset Management Inc. has celebrated an impressive achievement, with 24 of its mutual funds and exchange-traded funds (ETFs) earning accolades at the 2024 Fundata FundGrade A+® Awards. This recognition marks the thirteenth consecutive year that TDAM’s funds have received such honors, highlighting the firm's commitment to delivering superior investment performance.
The FundGrade A+® Awards distinguish investment funds that consistently exhibit exceptional risk-adjusted returns throughout the previous calendar year, with only 6% of Canadian funds achieving this accolade. Among the notable awards, the TD International Index Currency Neutral Fund and TD U.S. Disciplined Equity Alpha Fund secured victories for two and three consecutive years, respectively.
David Sykes, TDAM's Chief Investment Officer, emphasized the dedication of the firm’s portfolio managers in achieving these outstanding results, underscoring the importance of quality and performance in meeting diverse investor needs.
The recognized funds span various categories, including Canadian Small/Mid Cap Equity, Global Equity Balanced, International Equity, and more. For instance, the TD Canadian Small-Cap Equity Fund recorded a remarkable 26.43% return for 2024, while the TD Active U.S. Enhanced Dividend ETF achieved an impressive 46.86% return in the same period. This diverse performance showcases TDAM’s strategy in providing investors with a robust selection across multiple asset classes.
Overall, TD Asset Management Inc.'s success at the FundGrade A+® Awards underscores its strength in the Canadian investment arena, reflecting its continued focus on excellence and dedication to client outcomes. With a portfolio valued at $487 billion, TDAM remains a key player in the North American asset management landscape, committed to serving the needs of individual and institutional investors alike.
MWN-AI** Analysis
TD Asset Management Inc. has showcased its prowess in the investment landscape, achieving recognition with 24 mutual funds and ETFs awarded the FundGrade A+® designation. This achievement, part of the annual accolades by Fundata, highlights TDAM's commitment to delivering exceptional risk-adjusted returns to investors.
With a diverse range of funds excelling in categories such as Canadian Equity, U.S. Equity, and Global Balanced, investors might consider delving into specific standout options. For instance, the TD North American Dividend Fund demonstrated robust performance with a remarkable 38.94% return over the past year, reflecting a voracious appetite for yield in the current low-interest-rate environment.
Additionally, the TD U.S. Disciplined Equity Alpha Fund, garnering accolades for its third consecutive year, has also attracted attention with a robust one-year performance of 31.10%. Investors seeking consistent growth might find this fund, which balances a disciplined approach to equity selection, attractive.
For those inclined towards equity income, the TD Active U.S. Enhanced Dividend ETF stood out with a staggering 46.86% return for the year. In a landscape where generating income amid inflation is paramount, this fund may serve as an effective hedge for income-focused investors.
Those with a conservative approach could explore the TD Managed Income ETF Portfolio, which, while more modest with a 10.74% return, provides stability and a focus on income generation.
In summary, TD Asset Management's accolades underscore the effectiveness of its diverse product suite. Investors should align their choices with their financial goals, whether that be aggressive growth, income generation, or risk mitigation. Conducting thorough research and considering historical performance amid current market conditions is critical for making informed investment decisions.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
Canada NewsWire
TORONTO , Feb. 7, 2025 /CNW/ - For the thirteenth consecutive year, several mutual funds managed by TD Asset Management Inc. (TDAM) were recognized at the annual Fundata Canada Inc. (Fundata) FundGrade A+ ® Awards. A combination of 24 TD Mutual Funds, TD Managed Assets Program portfolios and TD Exchange-Traded Funds (TD ETFs) won in their respective categories at the 2024 awards, announced Thursday, February 6, 2025 . This represents the most FundGrade A+ ® Awards received by investment funds managed by TDAM in a single period.
"We're honoured to receive recognition again this year from Fundata for multiple TD Mutual Funds, TD Managed Assets Program portfolios and TD ETFs across several categories," said David Sykes , Chief Investment Officer, TDAM. "These awards speak to the relentless pursuit of strong performance, focus on quality, and a commitment to investment excellence from our diverse portfolio managers and investment teams, as well as their dedication in seeking to add value and meet the diverse needs of Canadian investors."
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 six percent of investment fund products available in Canada receiving the FundGrade A+ ® rating.
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 Category 1 | Fund Count 2 | FundGrade |
Funds with 10 years of performance history | |||
Canadian Small/Mid Cap | 40 | 2014-12-31 | |
Global Neutral Balanced | 224 | 2014-12-31 | |
TD International Index (winner 2 nd consecutive year) | International Equity | 154 | 2014-12-31 |
North American Equity | 32 | 2014-12-31 | |
TD U.S. Disciplined Equity (winner 3 rd consecutive year) | U.S. Equity | 237 | 2014-12-31 |
TD U.S. Monthly Income (winner 6 th consecutive year) | Global Neutral Balanced | 224 | 2014-12-31 |
Funds with 8 years of performance history | |||
TD Canadian Blue Chip (winner 3 rd consecutive year) | Canadian Dividend & | 83 | 2016-12-31 |
TD Canadian Diversified (winner 3 rd consecutive year) | Canadian Neutral | 55 | 2016-12-31 |
TD International Equity CAD (winner 3 rd consecutive year) | International Equity | 154 | 2016-12-31 |
U.S. Equity | 237 | 2016-12-31 | |
Funds with 7 years of performance history | |||
TD Managed Aggressive (winner 3 rd consecutive year) | Global Equity Balanced | 187 | 2017-12-31 |
TD Managed Balanced (winner 2 nd consecutive year) | Global Neutral Balanced | 224 | 2017-12-31 |
Canadian Fixed Income | 73 | 2017-12-31 | |
Funds with 6 years of performance history | |||
TD Active Preferred Share (winner 3 rd consecutive year) | Preferred Share Fixed | 28 | 2018-12-31 |
TD Global Equity Focused (winner 3 rd consecutive year) | Global Equity | 306 | 2018-12-31 |
TD Select Short Term (winner 3 rd consecutive year) | Canadian Short Term | 86 | 2018-12-31 |
Funds with 5 years of performance history | |||
TD Active Global Enhanced (winner 2 nd consecutive year) | Global Equity | 306 | 2019-12-31 |
Canadian Dividend & | 83 | 2019-12-31 | |
Global Dividend & | 39 | 2019-12-31 | |
TD Q U.S. Small-Mid-Cap Equity (winner 2 nd consecutive year) | U.S. Small/Mid Cap | 42 | 2019-12-31 |
Funds with 4 years of performance history | |||
TD Active Global Equity (winner 2 nd consecutive year) | Global Equity | 306 | 2020-12-31 |
Global Infrastructure | 27 | 2020-12-31 | |
U.S. Equity | 237 | 2020-12-31 | |
TD Conservative ETF (winner 2 nd consecutive year) | Global Fixed Income | 126 | 2020-12-31 |
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.
About TD Asset Management Inc.
TD Asset Management Inc. ("TDAM"), a member of TD Bank Group, is a North American investment management firm. TDAM offers investment solutions to corporations, pension funds, endowments, foundations and individual investors. Additionally, TDAM manages assets on behalf of almost 2 million retail investors and offers a broadly diversified suite of investment solutions including mutual funds, professionally managed portfolios and corporate class funds. Asset management businesses at TD manage $487 billion in assets. Aggregate statistics under management as of December 31, 2024 for TDAM and Epoch Investment Partners, Inc. TDAM operates in Canada and Epoch Investment Partners, Inc. operates in the United States . Both entities are affiliates and are wholly-owned subsidiaries of The Toronto-Dominion Bank.
SOURCE TD Asset Management Inc.
View original content: http://www.newswire.ca/en/releases/archive/February2025/07/c9493.html
FAQ**
What specific investment strategies contribute to the consistent high performance of the TD Active U.S. Enhanced Dividend ETF (TUED:CC) across multiple years, earning it recognition at the FundGrade A+® Awards?
How does the risk-adjusted performance of the TD Active U.S. Enhanced Dividend ETF (TUED:CC) compare to its industry peers within the U.S. Equity category, as highlighted by its FundGrade A+® rating?
In what ways has TD Asset Management Inc. innovatively managed the TD Active U.S. Enhanced Dividend ETF (TUED:CC) to adapt to changing market conditions over the past few years?
Can you provide insights into the unique features of the TD Active U.S. Enhanced Dividend ETF (TUED:CC) that differentiate it from other ETFs in its category and contribute to its award-winning status?
4. What specific assets are included in the portfolio of the TD Active Global Infrastructure Equity ETF (TINF:CC), and how do they align with the current market trends and economic conditions?
**MWN-AI FAQ is based on asking OpenAI questions about Td Select Short Term Corporate Bond Ladder Etf (TSXC: TCSB:CC).
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