Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual fun... Biden's Pipeline Pledge Could Batter Oil Stocks, A suffering energy sector could be in for additional struggles if the new U.S. president-elect follows through on killing Keystone XL, Biden’s infrastructure plan could make industrial stocks great again, These stocks are trading at a sizeable discount to their intrinsic values offering some margin of safety, Financial literacy: What it is, why it matters, Financial Literacy: What It Is, Why It Matters, Beware: These companies are overvalued, will all of them carrying a Morningstar Star Rating of only one or two stars. Series Start Date: November 6, 1987. Foreign equity International Equity Index Fund (TDAM) Fund facts as at March 31, 2011 Fund code: LIEIT Asset class: Foreign equity Asset category: International Equity . Investments in securities are subject to market and other risks. For detail information about the Quantiative Fair Value Estimate, please visit here. TD Private International Equity Fund will merge into Epoch International Equity Fund; ... cease charging a management fee for two TD Private Funds while the maximum management fee disclosed in the TD Private Funds’ prospectus remains unchanged. It's beginning to look a lot like an online shopping bonanza for these three giants, Four Coffee Stocks Poised for a Post-Pandemic Pick Up, These java juggernauts are brewing up plans to capture the return of commuters and their morning coffees, 3 Stocks Plugged into the Renewable Energy Revolution, These companies are well-positioned for policy tailwinds and a shift to sustainable energy. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. equity, sector equity, allocation, international equity, alternative, commodities, taxable bond, municipal bond, and money market). For detail information about the Morningstar Star Rating for Stocks, please visit here, Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. It is an index fund and differs from an actively-managed fund. It is a projection/opinion and not a statement of fact. Learn about MSTFX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual fun... Biden's Pipeline Pledge Could Batter Oil Stocks, A suffering energy sector could be in for additional struggles if the new U.S. president-elect follows through on killing Keystone XL, Biden’s infrastructure plan could make industrial stocks great again, These stocks are trading at a sizeable discount to their intrinsic values offering some margin of safety, Financial literacy: What it is, why it matters, Financial Literacy: What It Is, Why It Matters, Beware: These companies are overvalued, will all of them carrying a Morningstar Star Rating of only one or two stars. TD International Index Fund (03/20) 532212 for the period ended December 31, 2019 TD Mutual Funds Annual Financial Statements. Investments in securities are subject to market and other risks. For detail information about the Morningstar Star Rating for Stocks, please visit here, Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. Morningstar found that the investment objective listed in a fund’s prospectus often did not adequately explain how the fund actually invested. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Zone: 75% of fund equity holdings Category Average Index Proxy Equity Style Box Factors Market Cap Fund 3-Yr Avg Category Proxy Giant/Large 74.6 76.8 71.9 75.8 Mid 18.7 17.6 22.4 19.8 Small/Micro 6.8 5.6 5.8 4.4 Avg Market Cap Bil AUD23.2 21.6 21.3 24.4 Value Measures Fund 3-Yr Avg Category Proxy Price/Prospect. It is projection/opinion and not a statement of fact. Ads help us provide you with high quality content at no cost to you. Comments. The Quantitative Fair Value Estimate is calculated daily. Investments in securities are subject to market and other risks. It is a projection/opinion and not a statement of fact. This process culminates in a single-point star rating that is updated daily. As at September 30, 2020. TD Global Equity Focused Fund provides investors with access to high-quality global companies that, in the portfolio manager’s view, have excellent business models, underestimated cash-flow generation and solid growth potential. Toronto-based TD Asset Management Inc. (TDAM) has added a new mutual fund to its product lineup. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. Morningstar Rating TM: (as at Sep 30, 2020) Fund Managers: David Ragan, CFA Peter Lampert, CFA. The Fund aims to provide broad exposure to the Canadian equity market by closely matching key attributes of the S&P/TSX Composite Total Return Index. Morningstar Category - Funds. The fund uses "sampling" methodology in seeking to track the total return performance of the index. Terms of Use        Privacy Policy        Cookies, The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. The Fund employs full replication techniques to seek to replicate the characteristics and returns of the benchmark, net of dividend withholding taxes. The Fund aims to provide long-term growth of capital through broad exposure to the international equity market by closely matching key attributes of the MSCI EAFE Total Return Index ND - C$. You currently DO NOT have javascript enabled, to view our site this must be enabled. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. All data from Morningstar except U.S. intraday real-time exchange quotes, which are provided by BATS when available. • TD Asset Management Inc. is a wholly-owned subsidiary of The Toronto-Dominion Bank • TDAM and its affi … Get TDUIX mutual fund information for TDAM-US-Equity-Income-Fund, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more 0 Downloads 58 Views. © Copyright 2020 Morningstar, Inc. All rights reserved. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Compare or get historical interactive daily price fund chart data for EQ/International Equity Index IA Welcome! The category group indexes and category indexes listed with each category are used in Morningstar’s tools and reports to show performance relative to a benchmark. It is an index fund and differs from an actively-managed fund. Performance charts for TDAM Institutional US Government Fund (TGCXX - Type MMF) including intraday, historical and comparison charts, technical analysis and trend lines. Company Site Log In ... EQ/International Equity Index IA | FVUSA00219 . Sun Life Assurance Company of Canada and Morningstar, together, are pleased to provide you this information on the investments available in your plan. This process culminates in a single-point star rating that is updated daily. © Copyright 2020 Morningstar, Inc. All rights reserved. Home : Funds Fund Name Fund Type 1 Yr Return % MB Money Market Segregated Fund: Money Market: 3.1 MB Fixed Income Segregated Fund: Fixed Income: 0.1 TDAM Canadian Bond Index Segregated Fund: Fixed Income: 1.2 Russell LifePoints Bal Gr … Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Effective July 29, 2020, TD U.S. Equity Portfolio was renamed to TD U.S. Equity Pool. 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