Epoch US Large-Cap Value - D (F00000WA4U.TO)
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Epoch US Large-Cap Value - D
P.O. Box 100
66 Wellington Street West
TD Bank Tower
180-058-8805
Management Information
David N. Pearl,Lead Manager since April 30, 2013
Bill is Chief Executive Officer and Co-Chief Investment Officer of Epoch Investment Partners. He is a portfolio manager for Epoch’s global equity investment strategies and leads Epoch's Investment Policy Group, a forum for analyzing broader secular and cyclical trends that Epoch believes will influence investment opportunities. Prior to co-founding Epoch in 2004 with David Pearl, Tim Taussig and Phil Clark, Bill was a Co-Managing Partner and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC for three years.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryUS Equity
Fund FamilyTD Asset Management Inc
Net Assets840.87M
YTD Return7.57%
Yield0.05%
Morningstar Rating★★
Inception DateOct 19, 2015
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover41.88%
Average for CategoryN/A
Fees & Expenses
ExpenseF00000WA4U.TOCategory Average
Annual Report Expense Ratio (net)1.55%1.70%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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