Awards & Industry Recognition

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2019


Lipper Fund Awards (November 2019)


Canada Fund Awards:   
    
Best FundCategoryNumber of Funds in CategoryAward
Period
TD Global Entertainment & Communications Fund Investor SeriesGlobal Equity13110 years
TD U.S. Monthly Income Fund - C$ Investor SeriesGlobal Neutral Balanced1345 years
TD High Yield Bond Fund Investor SeriesHigh Yield Fixed Income2210 years
TD Science & Technology Fund Investor SeriesSector Equity1610 years
TD Tactical Monthly Income Fund Investor SeriesTactical Balanced315 years
TD U.S. Mid-Cap Growth Fund Investor SeriesU.S. Small/Mid Cap Equity1610 years
    
Canada ETF Group Awards:   
    
Asset Class Group   
Equity   




2018


Lipper Fund Awards (November 2018)


Best FundCategoryNumber of Funds in CategoryAward
Period
TD North American Dividend Fund Investor SeriesNorth American Equity103 years
TD Science & Technology Investor SeriesGlobal Neutral Balanced1195 years
TD Science & Technology Fund Investor SeriesSector Equity145 years
TD Science & Technology Fund Investor SeriesSector Equity1510 years
TD Global Entertainment & Communications Fund Investor SeriesGlobal Equity12810 years
TD U.S. Small-Cap Equity Fund Investor SeriesU.S. Small/Mid Cap Equity1510 years
TD U.S. Mid-Cap Growth Fund Investor SeriesU.S. Small/Mid Cap Equity225 years




2017

FundGrade A Plus Awards  FUNDATA FundGrade A+® Awards (January 2018)



Fund Name
TD Dow Jones Industrial Average Index Fund
TD Monthly Income FundTD U.S. Low Volatility Fund
TD Entertainment and Communications FundTD North American Dividend FundTD U.S. Mid-Cap Growth Fund
TD High Yield Bond FundTD Tactical Monthly Income Fund 


Lipper Fund Awards (November 2017)


Best FundLipper Global ClassificationFund Name
3 YearNorth American EquityTD North American Dividend Investor Series
3 YearSector EquityTD Science & Technology Investor Series
5 YearSector EquityTD Science & Technology Investor Series
5 YearU.S. Small/Mid Cap EquityTD U.S. Mid-Cap Growth Investor Series
10 YearSector EquityTD Science & Technology Investor Series
10 YearU.S. Small/Mid Cap EquityTD U.S. Mid-Cap Growth Investor Series



Best FundLipper Global ClassificationFund Name
3 YearNorth American EquityTD North American Dividend Investor Series
3 YearU.S. Small/Mid Cap EquityTD U.S. Mid-Cap Growth Class Investor Series
3 YearSector EquityTD Science & Technology Investor Series
5 YearGlobal EquityTD Entertainment and Communications Investor Series
5 YearSector EquityTD Science & Technology Investor Series
10 YearGlobal EquityTD Entertainment and Communications Investor Series
10 YearSector EquityTD Science & Technology Investor Series
10 YearU.S. Small/Mid Cap EquityTD U.S. Mid-Cap Growth Investor Series



2015

FundGrade A Plus Awards  FUNDATA FundGrade A+® Awards (January 2016)



Fund Name
TD Advantage Balanced Income PortfolioTD North American Dividend FundTD U.S. Mid-Cap Growth Fund
TD Entertainment and Communications FundTD Tactical Monthly Income FundTD U.S. Quantitative Equity Fund
TD Managed Index Income PortfolioTD U.S. Blue Chip Equity Fund 


Lipper Fund Awards (November 2015)


Best FundLipper Global ClassificationFund Name
3 YearSector EquityTD Health Sciences Investor Series
5 YearGlobal EquityTD Entertainment and Communications Investor Series
5 YearSector EquityTD Health Sciences Investor Series
10 YearGlobal EquityTD Entertainment and Communications Investor Series
10 YearSector EquityTD Health Sciences Investor Series
10 YearU.S. Small/Mid Cap EquityTD U.S. Mid-Cap Growth Investor Series



Best FundLipper Global ClassificationFund Name
3 YearGlobal EquityTD Entertainment and Communications Investor Series
3 YearSector EquityTD Health Sciences Investor Series
5 YearGlobal EquityTD Entertainment and Communications Investor Series
5 YearSector EquityTD Health Sciences Investor Series
10 YearCanadian Equity BalancedTD Monthly Income Investor Series
10 YearGlobal EquityTD Entertainment and Communications Investor Series
10 YearSector EquityTD Science & Technology Investor Series
10 YearU.S. Small/Mid Cap EquityTD U.S. Small-Cap Equity Investor Series



Best FundLipper Global ClassificationFund Name
3 YearGlobal EquityTD Entertainment and Communications Investor Series
3 YearSector EquityTD Science & Technology Investor Series
3 YearUS EquityTD Nasdaq® Index Investor Series
5 YearGlobal EquityTD Entertainment and Communications Investor Series
5 YearU.S. Small/Mid Cap EquityTD U.S. Small-Cap Equity Investor Series
10 YearGlobal EquityTD Entertainment and Communications Investor Series
10 YearSector EquityTD Science & Technology Investor Series
10 YearU.S. Small/Mid Cap EquityTD U.S. Mid-Cap Growth Investor Series



2012

FundGrade A Plus Awards  FUNDATA FundGrade A+® Awards (January 2013)



Fund Name
TD Canadian Bond GIFTD Entertainment and Communications GIF
TD Health Sciences GIF
TD Canadian Core Plus Bond FundTD Canadian Bond FundTD Nasdaq® Index Fund
TD Entertainment and Communications FundTD Health Sciences FundTD U.S. Blue Chip Equity Fund


Lipper Fund Awards (November 2012)


Best FundLipper Global ClassificationFund Name
1 Year
Sector EquityTD Science & Technology Investor Series
3 YearGlobal EquityTD Entertainment and Communications Investor Series
3 YearSector EquityTD Science & Technology Investor Series
3 YearUS EquityTD Nasdaq® Index Investor Series
5 YearGlobal EquityTD Entertainment and Communications Investor Series
5 YearSector EquityTD Science & Technology Investor Series
5 YearU.S. Small/Mid Cap EquityTD U.S. Mid-Cap Growth Investor Series
10 YearAsia Pacific EquityTD Pacific Rim Investor Series
10 YearCanadian Equity BalancedTD Monthly Income Investor Series

  


 

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.

The Lipper Fund Awards, granted annually, highlights funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification per award universe wins the Lipper Fund Award. For more information, see lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

The TD Global Entertainment & Communications Fund – Investor Series was awarded the 2019 Lipper Fund Award in the Global Equity category for the year ending July 31, 2019 out of a total of 131 funds. The TD U.S. Monthly Income Fund C$ - Investor Series was awarded the 2019 Lipper Fund Award in the Global Neutral Balanced category for the year ending July 31, 2019 out of a total of 134 funds. The TD High Yield Bond Fund – Investor Series was awarded the 2019 Lipper Fund Award in the High Yield Fixed Income category for the year ending July 31, 2019 out of a total of 22 funds. The TD Science & Technology Fund – Investor Series was awarded the 2019 Lipper Fund Award in the Sector Equity category for the year ending July 31, 2019 out of a total of 16 funds. The TD Tactical Monthly Income Fund – Investor Series was awarded the 2019 Lipper Fund Award in the Tactical Balanced category for the year ending July 31, 2019 out of a total of 31 funds. The TD U.S. Mid-Cap Growth Fund – Investor Series was awarded the 2019 Lipper Fund Award in the U.S. Small/Mid Cap Equity category for the year ending July 31, 2019 out of a total of 16 funds.

The Lipper Fund Awards, granted annually, are part of the Refinitiv Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120-month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Performance for the TD Global Entertainment & Communications Fund – Investor Series for the period ended July 31, 2019 is as follows: 13.0% (1 year), 16.4% (3 years), 16.9% (5 years), 18.7% (10 years) and 12.3% (since inception on 11/28/1997). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years). Performance for the TD U.S. Monthly Income Fund C$ - Investor Series for the period ended July 31, 2019 is as follows: 8.9% (1 year), 7.3% (3 years), 9.6 % (5 years), N/A (10 years) and 10.6% (since inception on 09/13/2013). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years), N/A (10 years). Performance for the TD High Yield Bond Fund – Investor Series for the period ended July 31, 2019 is as follows: 2.9% (1 year), 4.7% (3 years), 4.2% (5 years), 7.7% (10 years) and 4.5% (since inception on 06/29/1998). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 3 (3 years), 4 (5 years), 5 (10 years). Performance for the TD Science & Technology Fund – Investor Series for the period ended July 31, 2019 is as follows: 5.7% (1 year), 17.3% (3 years), 20.6% (5 years), 20.8% (10 years) and 9.9% (since inception on 01/04/1994). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years), 5 (10 years). Performance for the TD Tactical Monthly Income Fund – Investor Series for the period ended July 31, 2019 is as follows: 4.7% (1 year), 5.6% (3 years), 5.3% (5 years), N/A (10 years) and 7.0% (since inception on 09/12/2012). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years), 4 (5 years), N/A (10 years). Performance for the TD U.S. Mid-Cap Growth Fund – Investor Series for the period ended July 31, 2019 is as follows: 13.6% (1 year), 14.2% (3 years), 16.8% (5 years), 17.0% (10 years) and 10.7% (since inception on 01/04/1994). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years).

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