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Vanguard S&P 500 Index ETF (VFV)
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TD U.S. Capital Reinvestment Fund - F Series (TDB410)
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Q: Hi Your opinion please : US fonds TDB 410.

Fonds Fidelity Situations spéciales Série F
Categorie Fidelity Innovations mondiales Serie F
thanks
Jean Guy

Asked by Jean Guy on July 09, 2024

5i Research Answer:

TDB410 invests primarily in common stocks of large and medium-sized blue chip companies based in the USA. Since-inception return is 7.3%, assets are $6.7B, fees are 1.04%. It lost 34.4% in 2022 and 3.2% in 2016. It went up 10% in 2018 which was much better than average. BUT..overall, it is just really a generic US fund. Technology is 29%, healthcare 19%. Its five year performance is 12.39%, an equivalent US ETF, with fees of only 0.09%, is 15.79%.

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in VFV.

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