Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.45% 0.05% 199.53M 25701.83
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.84% 92.80% 127.57M Upgrade

Basic Info

Investment Strategy
The fund seeks to achieve long-term capital growth by using a quantitative approach to security selection to invest primarily in, or gain exposure to, equity securities of small or medium-sized issuers located in the United States.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name US Small/Mid Cap Equity
Category Index Morningstar US SMID TR CAD
Global Category Name US Equity Mid Cap
YCharts Categorization US Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective --
Fund Owner Firm Name TD Asset Management Inc
Prospectus Benchmark Index
S&P MidCap 400 TR CAD 50.00%
S&P SmallCap 600 TR CAD 50.00%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Julien Palardy 4.37 yrs
Emin Baghramyan 0.59 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
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Category Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Cat (NAV)
--
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As of April 23, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
-2.25%
25.07%
0.20%
18.86%
7.25%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
5.47%
--
--
--
--
21.95%
-8.41%
14.41%
7.83%
--
--
--
--
23.64%
-15.75%
2.27%
15.54%
13.67%
-12.80%
23.82%
15.73%
13.80%
-21.69%
14.70%
-1.35%
15.71%
-13.78%
24.80%
10.09%
23.83%
-14.95%
15.06%
4.35%
As of April 23, 2024.

Asset Allocation

As of February 29, 2024.
Type % Net % Long % Short
Cash 0.16% Upgrade Upgrade
Stock 99.77% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.07% Upgrade Upgrade

Basic Info

Investment Strategy
The fund seeks to achieve long-term capital growth by using a quantitative approach to security selection to invest primarily in, or gain exposure to, equity securities of small or medium-sized issuers located in the United States.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name US Small/Mid Cap Equity
Category Index Morningstar US SMID TR CAD
Global Category Name US Equity Mid Cap
YCharts Categorization US Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective --
Fund Owner Firm Name TD Asset Management Inc
Prospectus Benchmark Index
S&P MidCap 400 TR CAD 50.00%
S&P SmallCap 600 TR CAD 50.00%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Julien Palardy 4.37 yrs
Emin Baghramyan 0.59 yrs

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