Td F Series Mutual Funds
Effective on or about november 1 2019 the deferred sales charge back load dsc low load lsc and low load 2 lsc2 purchase options of advisor series t5 series and t8 series securities of td mutual funds and td managed assets program portfolios will be closed to all purchases by investors including purchases made through pre authorized contribution plans.
Td f series mutual funds. These funds are available exclusively to td clients investing in index mutual funds online. The letter i in its funds td dividend income i and td canadian equity i for example refers to investor series. Learn about the fund s agencies rating and risk rating transparent information about the fund s management personal policies of invested allocation and diversification past performance. These are funds sold to retail investors.
Consider td mutual funds. These funds are available to investors who have a fee based account with a full service investment dealer. Td mutual funds first introduced f share funds late last year. An f series mutual fund is a special type of loaded fund you can buy without paying a sales charge.
There are no fees to switch to d series from another series of the same fund. F class funds are only available from financial advisers. D series and e series mutual funds are an attractive option for self directed investors who research and manage their own investments and are interested in maximizing their investment dollars by minimizing fees. One exception to this is the on line fund dealer asl.
Find basic information about the td dividend growth fund premium f series mutual fund such as total assets risk rating min. Td mutual funds fund name no load series codes trailer fee based codes investor series h5 series 1 h8 series premium series k series1 f series1 ft5 series ft8 series td advantage investment portfolios1 tdb precedes all fund codes td advantage balanced income portfolio 2060 2066 0 75 2065 2071. F series funds are only available through fee based advisers not from commission based advisers. They offer mers as low as 33.
Lower your fees and maximize growth with td d series and e series funds. Today the bank of montreal bank of nova scotia and royal mutual funds inc offer f share products. Welcome choose the right experience for you investor. You won t find them on the net or through a discount fund dealer.