Key stats
About TD Q US SMALL MID CAP EQUITY ETF UNIT
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Inception date
Nov 20, 2019
Structure
Canadian Mutual Fund Trust (ON)
Replication method
Physical
Distributes
Capital Gains
Primary advisor
TD Asset Management, Inc.
The fund aims to provide long-term capital growth through an actively managed portfolio of equity securities in the small- and midcap segment of the US market. Using a quantitative equity strategy, the fund takes advantage of market inefficiencies relative to security pricing and valuations in order to add value. This strategy will aim to optimize exposure to such stocks while keeping in mind the relative implementation costs and any uncompensated risks. In all, the strategy will generally result in a broad exposure to a large number of stocks across all sectors.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Producer Manufacturing
Stocks99.86%
Finance27.20%
Producer Manufacturing10.03%
Process Industries8.42%
Technology Services6.77%
Consumer Services5.59%
Health Technology5.21%
Consumer Durables4.84%
Retail Trade4.78%
Consumer Non-Durables4.16%
Industrial Services3.73%
Transportation3.34%
Distribution Services3.17%
Electronic Technology3.06%
Non-Energy Minerals2.90%
Commercial Services2.76%
Health Services2.44%
Energy Minerals1.08%
Utilities0.25%
Communications0.14%
Bonds, Cash & Other0.14%
Cash0.14%
Stock breakdown by region
North America97.98%
Europe2.02%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history