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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 per cent of investment fund products available in Canada receiving the FundGrade A+® rating.
- 
					
2023 awards represent the most FundGrade A+ Awards received by investment funds managed by TDAM in a single period.
 - 
					
"This recognition from Fundata is a tremendous honour for TDAM. The awards reflect the dedication and expertise of our diverse investment teams. I also want to thank advisors, investors and clients for your continued confidence in our innovative solutions." – David Sykes, Chief Investment Officer, TD Asset Management
 
FUNDATA FundGrade A+® Awards (January 2024)
| 
                                                
                                                
                                                 Classification  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Number of Awards in Category  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Award Period  | 	
                                        
                                    
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                    
                
            |
|---|---|---|---|
| 
                                            
                                            
                                             Global Neutral Balanced  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             108  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             U.S. Small/Mid Cap Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             20  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Canadian Neutral Balanced  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             46  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             European Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             19  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Preferred Share Fixed Income  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             17  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Years  | 
                                    
                                
                            
View the complete lineup of TD Mutual Funds
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 6% of investment fund products available in Canada receiving the FundGrade A+® rating
- 
					
2022 awards represents the most FundGrade A+™ Awards received by investment funds managed by TDAM in a single period.
 - 
					
"Being acknowledged for investment excellence is always a great honour. The awards reflect the dedication and expertise of our diverse investment teams." Bruce Cooper, Chief Executive Officer, TD Asset Management
 
FUNDATA FundGrade A+® Awards (January 2023)
REFINITIV LIPPER FUND AWARDS
2022 WINNER CANADA
Canada Fund Awards
| 
                                                
                                                
                                                 Classification  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Number of Awards in Category  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Award Period  | 	
                                        
                                    
                            
                        
                            
                        
                            
                        
                            
                        
                    
                
            |
|---|---|---|---|
| 
                                            
                                            
                                             Global Neutral Balanced  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             106  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             U.S. Small/Mid Cap Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             20  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Preferred Share Fixed Income  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             18  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Years  | 
                                    
                                
                            
View the complete lineup of TD Mutual Funds
TD ESG funds earn top tier grades from annual Corporate Knights 2022 Responsible Funds Ranking
Only funds that have an Environmental, Social and Governance (ESG) mandate are eligible for the ranking and the following TDAM funds made their list of top scorers:
| 
                                                
                                                
                                                 Classification  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Number of Awards in Category  | 	
                                        
                                    
                            
                        
                            
                        
                            
                        
                            
                        
                    
                
            |
|---|---|---|
| 
                                            
                                            
                                             TD Morningstar ESG Canada Equity Index ETF (TMEC)  | 
                                    
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             Canadian Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             226  | 
                                    
                                
                            
| 
                                            
                                            
                                             TD Morningstar ESG U.S. Equity Index ETF (TMEU)  | 
                                    
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             U.S. Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             309  | 
                                    
                                
                            
| 
                                            
                                            
                                             Balanced  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             50  | 
                                    
                                
                            
REFINITIV LIPPER FUND AWARDS
2021 WINNER CANADA
Canada Fund Awards
| 
                                                
                                                
                                                 Classification  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Number of Funds in Category  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Award Period  | 	
                                        
                                    
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                    
                
            |
|---|---|---|---|
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             147  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             147  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             US Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             148  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             US Small/Mid Cap Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             148  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Years  | 
                                    
                                
                            
View the complete lineup of TD Mutual Funds
FUNDATA FundGrade A+® Awards (January 2021)
Fund Name
Lipper Fund Awards (November 2020)
Canada Fund Awards
| 
                                                
                                                
                                                 Category  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Number of Funds in Category  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Award Period  | 	
                                        
                                    
                            
                        
                            
                        
                            
                        
                            
                        
                    
                
            |
|---|---|---|---|
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             139  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             16  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             U.S. Small/Mid Cap Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             17  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            
FUNDATA FundGrade A+® Awards (January 2020)
Fund Name
Lipper Fund Awards (November 2019)
Canada Fund Awards
| 
                                                
                                                
                                                 Category  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Number of Funds in Category  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Award Period  | 	
                                        
                                    
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                    
                
            |
|---|---|---|---|
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             131  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Global Neutral Balanced  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             134  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             High Yield Fixed Income  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             22  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             16  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Tactical Balanced  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             31  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             U.S. Small/Mid Cap Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             16  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            
Lipper Fund Awards (November 2018)
| 
                                                
                                                
                                                 Category  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Number of Funds in Category  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Award Period  | 	
                                        
                                    
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                    
                
            |
|---|---|---|---|
| 
                                            
                                            
                                             North American Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Global Neutral Balanced  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             119  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             14  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             15  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             128  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             U.S. Small/Mid Cap Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             15  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Years  | 
                                    
                                
                            |
| 
                                            
                                            
                                             U.S. Small/Mid Cap Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             22  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Years  | 
                                    
                                
                            
FUNDATA FundGrade A+® Awards (January 2018)
Fund Name
Lipper Fund Awards (November 2017)
| 
                                                
                                                
                                                 Lipper Global Classification  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Best Fund  | 	
                                        
                                    
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                    
                
            |
|---|---|---|
| 
                                            
                                            
                                             North American Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             U.S. Small/Mid Cap Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             U.S. Small/Mid Cap Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            
FUNDATA FundGrade A+® Awards (January 2017)
Fund Name
Lipper Fund Awards (November 2016)
| 
                                                
                                                
                                                 Lipper Global Classification  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Best Fund  | 	
                                        
                                    
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                    
                
            |
|---|---|---|
| 
                                            
                                            
                                             North American Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             U.S. Small/Mid Cap Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             U.S. Small/Mid Cap Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            
FUNDATA FundGrade A+® Awards (January 2016)
Fund Name
Lipper Fund Awards (November 2015)
| 
                                                
                                                
                                                 Lipper Global Classification  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Best Fund  | 	
                                        
                                    
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                    
                
            |
|---|---|---|
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             U.S. Small/Mid Cap Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            
FUNDATA FundGrade A+® Awards (January 2015)
Fund Name
Lipper Fund Awards (November 2014)
| 
                                                
                                                
                                                 Lipper Global Classification  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Best Fund  | 	
                                        
                                    
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                    
                
            |
|---|---|---|
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Canadian Equity Balanced  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             U.S. Small/Mid Cap Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            
FUNDATA FundGrade A+® Awards (January 2014)
Fund Name
Lipper Fund Awards (November 2013)
| 
                                                
                                                
                                                 Lipper Global Classification  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Best Fund  | 	
                                        
                                    
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                    
                
            |
|---|---|---|
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             US Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             U.S. Small/Mid Cap Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             U.S. Small/Mid Cap Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            
FUNDATA FundGrade A+® Awards (January 2013)
Fund Name
- 
							
TD Entertainment and Communications GIF
 
- 
						
TD Health Sciences GIF
 
Lipper Fund Awards (November 2012)
| 
                                                
                                                
                                                 Lipper Global Classification  | 	
                                        
                                    
                                        
                                        
                                            
                                                
                                                
                                                 Best Fund  | 	
                                        
                                    
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                            
                        
                    
                
            |
|---|---|---|
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             1 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             US Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             3 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Global Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             Sector Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             U.S. Small/Mid Cap Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             5 Year  | 
                                    
                                
                            |
| 
                                            
                                            
                                             TD Pacific Rim Investor Series  | 
                                    
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             Asia Pacific Equity  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            
| 
                                            
                                            
                                             Canadian Equity Balanced  | 
                                    
                                
                                    
                                    
                                        
                                            
                                            
                                             10 Year  | 
                                    
                                
                            
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 LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a rating of 5, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2 and the lowest 20% are rated 1. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate awards, the accuracy is not guaranteed.
Performance for TD U.S. Monthly Income (US$) Fund – F-Series for the period that ended September 30, 2023 is as follows: 9.64% (1 year), 3.75% (3 years), 5.51% (5 years), 6.47% (10 years) and 7.35% (since inception on August 16, 2011). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2023 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years). Performance for TD U.S. Small-Cap Equity Fund – F-Series for the period that ended September 30, 2023 is as follows: 4.14% (1 year), 4.77% (3 years), 5.69% (5 years), 11.14% (10 years) and 9.95% (since inception on Nov. 1, 2005). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2023 are as follows: N/A (1 year), 3 (3 years), 5 (5 years), 5 (10 years). Performance for TD Canadian Diversified Yield Fund – D-Series for the period that ended September 30, 2023 is as follows: -1.38% (1 year), 12.28% (3 years), 4.59% (5 years), NA (10 years) and 6.42% (since inception on April 26, 2016). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2023 are as follows: N/A (1 year), 5 (3 years), 1 (5 years), N/A (10 years). Performance for TD European Index Fund – e-Series for the period that ended September 30, 2023 is as follows: 26.88% (1 year), 7.50% (3 years), 4.66% (5 years), 6.41 (10 years) and 3.20% (since inception on November 26, 1999). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2023 are as follows: N/A (1 year), 5 (3 years), 5 (5 years), 5 (10 years). Performance for TD Active Preferred Share ETF for the period that ended September 30, 2023 is as follows: -3.66% (1 year), 7.57% (3 years), NA (5 years), NA (10 years) and 1.92% (since inception on November 8, 2018). The corresponding Lipper Leader ratings of the fund for the period that ended July 31, 2023 are as follows: N/A (1 year), 5 (3 years), N/A (5 years), N/A (10 years).