Learn more about TD Mutual Funds and TD ETFs.

股票

Equity funds invest primarily in stocks, which are also called equity securities or equities. A stock represents ownership interest in a company, and a proportional share in the company's assets and profits. The types of stocks owned by an equity fund depend upon the fund's investment objectives, policies, and strategies.

Core: These funds offer long-term, diversified holdings that encompass the central investments in a portfolio. They are expected to provide broad market exposure and support long-term growth.

Growth: These funds invest in companies that are expected to grow at a faster pace than their industry or the overall market.

Income: These funds typically invest in dividend-paying companies or other securities that pay a regular level of distributions to help achieve a regular income stream.

Index: These funds follow an investment strategy designed to achieve approximately the same return as a particular index before fees. They invest in the stocks of companies that are included in the selected index.

Quantitative: These actively managed funds use a systematic rules-based process to identify and invest in companies with specific attributes derived from data-driven analysis.

Specialty: These funds focus on providing investors with targeted exposure to specific sectors, regions or investment themes. They may use an active strategy to invest in a unique security type or may seek to track a particular index.

Value: These funds invest in securities that appear to be underpriced based on financial analysis or when compared to similar securities.

固定收益

Fixed income funds invest in debt securities ("bonds") issued by governments, municipalities or corporations. Bonds generally pay interest on the amount borrowed, providing a relatively stable income stream. Bonds may also return principal at maturity, which makes them less risky than equities.

Cash & Short Term: These funds invest in bonds with relatively short maturities, generally less than three years. They invest primarily in government, corporate and other high quality, low risk investments.

Core: These funds invest primarily in investment-grade bonds including government, corporate, and securitized debt.

Corporate: These funds invest in debt issued by companies and may consist of secured and unsecured bonds.

Government: These funds invest in bonds issued by federal, provincial, state or municipal governments. They typically have the highest credit quality as they are guaranteed by the government.

High Yield: These funds invest in bonds issued by companies with lower credit quality (i.e., below investment-grade). While these bonds typically offer higher interest payments, they also carry a higher risk of default and may cause greater price volatility.

Preferred: These funds invest in preferred shares, a type of equity security with characteristics of both equities and fixed income. They typically pay regular dividends and generally receive priority over common shares for dividend payments and repayment if the company is dissolved but still rank below debt securities.

Target Maturity: These funds invest in corporate bonds that all mature within a specified date which can help reduce short-term volatility and provide greater clarity of cash flows over the defined term.

Multi Asset

These funds hold a combination of equities and fixed income investments. The overall asset mix may be adjusted based on the fund objective and market outlook.

Balanced: These funds invest in a mix of stocks for growth potential and bonds for stability. This diversification helps to provide a balance between growth and income, while helping to reduce overall investment risk.

Balanced Income: These funds are focused on generating income, primarily through bonds or income-oriented stocks.

Portfolio Solutions: These portfolios invest in other mutual funds, ETFs or pooled funds ("funds") to achieve the desired exposure rather than investing directly in securities. They are typically structured using a range of funds with varying allocation to equities and fixed income, designed to help meet different investment objectives and risk profiles.

Retirement: These portfolios are designed for investors in or approaching retirement. They combine growth-oriented assets with specialized risk management strategies and may include the use of options to help balance income generation, capital preservation, and long-term growth.

另类投资

These funds invest in non-traditional asset classes such as private real estate, private infrastructure, private credit or commodities. This exposure helps to diversify a portfolio and provide uncorrelated returns.

Liquid Alternatives: These funds invest in securities within non-traditional asset classes but are bought and sold on a daily basis.

Commodities: These funds invest in raw materials or natural resources, including energy, metals, and agricultural products (which can help diversify portfolios and hedge against inflation).

Risk refers to the possibility of losses for a fund, or its volatility. The risk rating is a measure used to describe the risk.