This process culminates in a single-point star rating that is updated daily. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. Sun Life Assurance Company of Canada and Morningstar, together, are pleased to provide you this information on the investments available in your plan. Investments in securities are subject to market and other risks. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. You currently DO NOT have javascript enabled, to view our site this must be enabled. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. 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.? For detail information about the Quantiative Fair Value Estimate, please visit here. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. For detail information about the Morningstar Star Rating for Stocks, please visit here, Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. This process culminates in a single-point star rating that is updated daily. TD Global Equity Focused Fund provides investors with access to high-quality global companies that, in the portfolio manager’s view, have excellent business models, underestimated cash-flow generation and solid growth potential. The fund uses "sampling" methodology in seeking to track the total return performance of the index. Effective July 29, 2020, the TD International Growth Class was renamed to TD International Stock Class. This process culminates in a single-point star rating that is updated daily. Share this chart. For detail information about the Morningstar Star Rating for Stocks, please visit here, Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. Index Fund Underlying fund size: $2,020.4 million 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.? equity, sector equity, allocation, international equity, alternative, commodities, taxable bond, municipal bond, and money market). It is a projection/opinion and not a statement of fact. 0 Downloads 58 Views. For detail information about the Quantiative Fair Value Estimate, please visit here. The Quantitative Fair Value Estimate is calculated daily. Investments in securities are subject to market and other risks. FUND FACTS TD Asset Management Inc. (TDAM) TD International Index Fund – e-Series October 8, 2019 This document contains key information you should know about TD International Index Fund. Morningstar found that the investment objective listed in a fund’s prospectus often did not adequately explain how the fund actually invested. As at September 30, 2020. • TD Asset Management Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank • TDAM and its affi … © Copyright 2020 Morningstar, Inc. All rights reserved. The Fund employs full replication techniques to seek to replicate the characteristics and returns of the benchmark. The fund uses "sampling" methodology in seeking to track the total return performance of the index. Past performance of a security may or may not be sustained in future and is no indication of future performance. Investments in securities are subject to market and other risks. Toronto-based TD Asset Management Inc. (TDAM) has added a new mutual fund to its product lineup. Zone: 75% of fund equity holdings Category Average Index Proxy Equity Style Box Factors Market Cap Fund 3-Yr Avg Category Proxy Giant/Large 74.6 76.8 71.9 75.8 Mid 18.7 17.6 22.4 19.8 Small/Micro 6.8 5.6 5.8 4.4 Avg Market Cap Bil AUD23.2 21.6 21.3 24.4 Value Measures Fund 3-Yr Avg Category Proxy Price/Prospect. It is an index fund and differs from an actively-managed fund. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. © Copyright 2020 Morningstar, Inc. All rights reserved. Performance charts for TDAM Institutional US Government Fund (TGCXX - Type MMF) including intraday, historical and comparison charts, technical analysis and trend lines. Comment. Terms of Use        Privacy Policy        Cookies, The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. You currently DO NOT have javascript enabled, to view our site this must be enabled. Morningstar Category - Funds. Comments. Ads help us provide you with high quality content at no cost to you. The Fidelity International Index Fund offers a diversified international portfolio at a very low cost. The Fund aims to provide long-term growth of capital through broad exposure to the international equity market by closely matching key attributes of the MSCI EAFE Total Return Index ND - C$. The Fund employs full replication techniques to seek to replicate the characteristics and returns of the benchmark, net of dividend withholding taxes. Morningstar Rating TM: (as at Sep 30, 2020) Fund Managers: David Ragan, CFA Peter Lampert, CFA. Terms of Use        Privacy Policy        Cookies, The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. Series Start Date: November 6, 1987. Ads help us provide you with high quality content at no cost to you. Past performance of a security may or may not be sustained in future and is no indication of future performance. Net Asset Value Per Unit: $68.28. The category group indexes and category indexes listed with each category are used in Morningstar’s tools and reports to show performance relative to a benchmark. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. TDAM Short-Term Bond Fund PROFILE Fund Statistics As of June 30, 2008 Ticker TDSBX Inception Date December 18, 2006 Net Assets $20,102,355 Cut Off Time 4:00 PM EST Sales Load None Minimum Investment $10,000,000* Minimum Credit Quality BB Benchmark Description Merrill Lynch 1-3 year Treasury Distribution Monthly Current Duration 1.78 years Average Maturity 1.88 years Credit … TD S&P 500 Index ETF, TD S&P 500 CAD Hedged Index ETF, TD International Equity Index ETF, TD International Equity CAD Hedged Index ETF, TD Canadian Aggregate Bond Index ETF and TD S&P/TSX Capped Composite Index ETF are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and none of such parties make any representation regarding the advisability … A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. Compare or get historical interactive daily price fund chart data for EQ/International Equity Index IA Welcome! If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Foreign equity International Equity Index Fund (TDAM) Fund facts as at March 31, 2011 Fund code: LIEIT Asset class: Foreign equity Asset category: International Equity . Home : Funds Fund Name Fund Type 1 Yr Return % MB Money Market Segregated Fund: Money Market: 3.1 MB Fixed Income Segregated Fund: Fixed Income: 0.1 TDAM Canadian Bond Index Segregated Fund: Fixed Income: 1.2 Russell LifePoints Bal Gr … Morningstar’s international equity-fund categories don’t all map to the style box, so we plotted the categories a bit differently here. It is an index fund and differs from an actively-managed fund. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. The Morningstar Category™ classifications were introduced in 1996 to help investors make meaningful comparisons between mutual funds. All data from Morningstar except U.S. intraday real-time exchange quotes, which are provided by BATS when available. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual fun... Biden's Pipeline Pledge Could Batter Oil Stocks, A suffering energy sector could be in for additional struggles if the new U.S. president-elect follows through on killing Keystone XL, Biden’s infrastructure plan could make industrial stocks great again, These stocks are trading at a sizeable discount to their intrinsic values offering some margin of safety, Financial literacy: What it is, why it matters, Financial Literacy: What It Is, Why It Matters, Beware: These companies are overvalued, will all of them carrying a Morningstar Star Rating of only one or two stars. Fund Net Asset Value: $7,622.0 million. International Equity Index Fund (TDAM) Download PDF. Get TDUIX mutual fund information for TDAM-US-Equity-Income-Fund, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more It is a projection/opinion and not a statement of fact. Low Volatility Canadian Equity (TDAM) Returns for this account are based on the performance of the following reference fund:1, 2 TD Emerald Low Volatility Canadian Equity PFT. Get TDGIX mutual fund information for TDAM-Global-Equity-Shareholder-Fund-Advisor-Class, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual fun... 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