TD North American Dividend Fund – ETF Series (TDNA)

Overview

TD North American Dividend Fund – ETF Series is an actively managed exchange-traded fund tailored for investors seeking both income and moderate capital growth. The fund primarily allocates its investments in a diversified array of income-producing securities from North American issuers. These include dividend-paying stocks, preferred shares, real estate investment trusts (REITs), and bonds. By leveraging the expertise of TD Asset Management’s skilled team, renowned for its dividend-focused portfolios, the fund aims to deliver high-quality investment opportunities.

The fund adopts a comprehensive strategy, encompassing a wide spectrum of sectors such as financial services, technology, basic materials, consumer services, and industrial goods. This broad and balanced approach not only reflects the varied nature of the North American markets but also caters to investors looking for diverse exposure. With a balanced geographic allocation between the United States and Canada, the fund provides access to leading corporations across both economic landscapes. The ETF structure enhances its appeal, offering benefits like intraday trading flexibility, streamlined tax reporting, and professional management, making it an attractive solution for investors aiming for reliable income and competitive performance in North America’s equity universe.

Products and Services

• Dividend-Paying Stocks
  

  The fund primarily invests in high-quality dividend-paying stocks from North American companies, providing investors with a steady stream of income and potential for capital appreciation.

• Preferred Shares
  

  Investments in preferred shares enable the fund to secure prioritized dividend pay-outs, making it an attractive option for income-focused investors seeking cash flow certainty.

• Real Estate Investment Trusts (REITs)
  

  The inclusion of REITs allows the fund to capitalize on the income generation from real estate investments while diversifying the overall portfolio risk across various sectors.

• Bonds
  

  By investing in bonds, the fund further enhances its income potential and reduces volatility through exposure to fixed-income securities, which typically offer more stability compared to equity investments.

• Professional Management
  

  Managed by TD Asset Management's expert team, the fund benefits from their extensive experience in building and managing high-quality dividend-focused portfolios, ensuring optimal asset allocation and risk management.

• Intraday Trading Flexibility
  

  The ETF structure allows investors to trade shares throughout the trading day, providing them with the flexibility to respond to market fluctuations in real time.

• Simplified Tax Reporting
  

  The fund offers straightforward tax reporting features, making it easier for investors to manage their tax obligations relative to income earned from investments.

• Diverse Sector Exposure
  

  The fund strategically allocates capital across various sectors such as technology, financial services, and industrial goods, ensuring a balanced exposure that mitigates sector-specific risks.