Core Viewpoint - TD Asset Management Inc. announced changes to the risk ratings of certain TD Mutual Funds, effective on or about October 23, 2025, indicating a decrease in risk levels for specific portfolios [1][2]. Risk Rating Changes - The TD Managed Aggressive Growth Portfolio and the TD Managed Aggressive Growth ETF Portfolio will have their risk ratings changed from Medium to Low to Medium [3]. - There are no changes to the investment objectives, strategies, or management of the Funds associated with the new risk ratings [3]. Methodology and Compliance - The risk rating changes are based on the standardized risk classification methodology mandated by the Canadian Securities Administrators (CSA) and the annual review conducted by TDAM [4]. - Detailed information regarding the CSA's risk classification methodology and the Funds' investment objectives and strategies can be found in the TD Mutual Funds Simplified Prospectus [4]. Company Overview - TD Asset Management Inc. is a North American investment management firm that manages assets on behalf of nearly 2 million retail investors and offers a diversified suite of investment solutions [7]. - As of June 30, 2025, TDAM manages $504 billion in assets, operating in Canada and the United States through its affiliate, Epoch Investment Partners, Inc. [7].
TD Asset Management Inc. Announces Risk Rating Changes for Certain TD Mutual Funds - Toronto-Dominion Bank (NYSE:TD)