USA
 

Institutional Investors

Overview

A stable organization with depth, consistency & experience

 

Since 1995, TDAM USA Inc. ("TD Asset Management") has developed a base of skills that can be combined to maximum effect by our institutional clients, whatever their needs. These skills span not only the traditional and alternative investment capabilities but also the increasingly important areas of compliance, governance and comprehensive risk management.

This has developed to the point where a growing number of clients have identified TD Asset Management as a strategic partner whose platform approach serves as an extension of the client's own business resources.

For latest information on money market fund yields and characteristics:

Money Market Funds Yields & Characteristics

For latest information on fund performances bond, equity and asset allocation funds:
Monthly Fund Performance  

Money Market

TD Asset Management offers two actively managed institutional funds for both taxable and non-taxable investors.

 

TD Institutional U.S. Government Fund - Invests in obligations issued or guaranteed by the U.S. government, its agencies or instrumentalities.

> Institutional Class Fund Fact sheet

> Institutional Service Class Fund Fact sheet

> Commercial Class Fund Fact sheet

  

TD Institutional Treasury Obligations Money Market Fund - Invests in U.S. Treasury obligations issued or guaranteed by the U.S. government, its agencies or instrumentalities.

> Institutional Service Class Fund Fact sheet

> Commercial Class Fund Fact sheet

 

 

Bonds

TD Asset Management offers a mix of actively managed fixed income institutional mutual funds. Our expertise in independent credit research, macro-economic analysis and yield curve managment helps us to deliver optimal risk-adjusted outcomes.    

 

TD Short-Term Bond Fund - Invests in short-term fixed income and money market securities and maintains an average term to maturity of 1-3 years.   

> Institutional Class Fund Fact sheet 

> Institutional Class Fund Quarterly Commentary

 

> Advisor Class Fund Fact sheet 

> Advisor Class Fund Quarterly Commentary 

 

TD Core Bond Fund - Seeks to provide current income.

 

> Institutional Class Fund Fact sheet 

> Institutional Class Fund Quarterly Commentary

 

> Advisor Class Fund Fact sheet 
> Advisor Class Fund Quarterly Commentary 

 

TD High Yield Bond Fund - Seeks to provide high current income.

> Institutional Class Fund Fact sheet

> Institutional Class Fund Quarterly Commentary

 

> Advisor Class Fund Fact sheet 

> Advisor Class Fund Quarterly Commentary 

 

Equities

TD Asset Management offers a mix of actively managed equity institutional mutual funds with exposure in domestic and global equity markets.

 

Epoch U.S. Equity Shareholder Yield Fund - Seeks to provide income and moderate capital appreciation. 

 

> Institutional Class Fund Fact sheet

> Institutional Class Fund Quarterly Commentary

  

> Advisor Class Fund Fact sheet 

> Advisor Class Fund Quarterly Commentary 

 

Epoch Global Equity Shareholder Yield Fund - Seeks to provide income and moderate capital appreciation.

> Institutional Class Fund Fact sheet

> Institutional Class Fund Quarterly Commentary  

 

> Advisor Class Fund Fact sheet 

> Advisor Class Fund Quarterly Commentary  

 

TD Global Low Volatility Equity Fund - Seeks to provide long-term capital appreciation with less volatility than the broad global equity markets.

> Institutional Class Fund Fact sheet

> Institutional Class Fund Quarterly Commentary

 

> Advisor Class Fund Fact sheet 

> Advisor Class Fund Quarterly Commentary 

 

Epoch U.S. Small-Mid Cap Equity Fund - Seeks to provide long-term capital appreciation.

> Institutional Class Fund Fact sheet

> Institutional Class Fund Quarterly Commentary

 

> Advisor Class Fund Fact sheet 

> Advisor Class Fund Quarterly Commentary  

 

Tactical Asset Allocation

TD Asset Management offers an asset allocation solution that provides dynamic exposure to various asset classes such as equities and bonds while managing overall portfolio risk. 

 

TD Target Return Fund - Seeks to achieve total return that exceeds the rate of return of the 1 month Treasury bill by 300 basis points (or 3%) on an annualized basis over a 5 year period.

 

> Institutional Class Fund Fact sheet

> Institutional Class Fund Quarterly Commentary

 

> Advisor Class Fund Fact sheet

> Advisor Class Fund Quarterly Commentary  

 

 

 

 

 

 

 

These files are in PDF format and require Adobe Acrobat Reader to view. You can download Acrobat Reader free from Adobe's Web site. 

 

Mutual fund investors should consider the Fund's investment objectives, risks, and charges and expenses carefully before investing. In addition to the normal risk associated with investing, international investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principals or from social, economic or political instability in other nations. Income-producing stocks that meet the Fund's investment criteria may not be widely available and/or may be concentrated in one or a few regions or sectors, which may impact the Fund's ability to produce current income while remaining diversified. 

Bond and bond funds are subject to intrest rate risk and will decline in value as intrest rates rise. High yield bonds involve greater risk of default or downgrade and are more volatile than investment grade securities, due to the speculative nature of their investments.

This, and other information regarding the Fund, is included in the full and summary prospectuses, which may be obtained by calling 1-866-416-4031 or writing to TDAM USA Funds Inc., P.O. Box 182300, Columbus, OH, 43218-2300. Please read it carefully prior to investing.

Any market, price or performance data provided on this Site is for informational purposes only. TDAM USA Inc. believes that the information which may be viewed on this Site is accurate as of the date of publication, and where a particular page is dated, the information on such page is believed to be accurate as of that date. However, although the information sources are deemed to be reliable, TDAM USA Inc. does not guarantee or make any warranty regarding the accuracy, suitability or completeness of such information, or any information available through any site to which you may link through this site.

Shares of the Fund are distributed by SEI Investments Distribution Co. Check the background of SIDCO on FINRA's BrokerCheck.

An investment in the money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to perserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

 

    July 26, 2017