(As of 2/28/2025)

TD Managed Aggressive Growth ETF Portfolio D-Ser

(Global Equity Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2023
2022




Inception Return
(3/7/2017) 		8.72 %
YTD Return 2.63 %
NAVPS
(3/31/2025) 		$15.39
Change $0.06 / 0.38 %
Growth of $10,000 (As of February 28, 2025)
MER 0.50 %
Assets ($mil) $574.69
Rank (1Yr) 114/1317
Std Dev (3Yr) 10.93 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The fundamental investment objective is to seek to generate long-term capital growth with the added potential for earning a modest level of interest and dividend income. The Portfolio invests primarily in securities of exchange-traded funds, with an emphasis on exchange-traded funds that focus on equities for greater potential capital growth.
Fund Manager

TD Asset Management Inc.

Portfolio Manager

Michael Craig, TD Asset Management Inc.

Amol Sodhi, TD Asset Management Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of February 28, 2025)
Sector Allocation
(As of February 28, 2025)
Geographic Allocation
(As of February 28, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
TD Canadian Aggregate Bond Index ETF (TDB)Domestic BondsFixed IncomeCanada15.02%
TD U.S. Equity Index ETF (TPU)US EquityExchange Traded FundUnited States14.14%
TD Canadian Equity Index ETF (TTP)Canadian EquityExchange Traded FundCanada13.93%
TD International Equity Index ETF (TPE)International EquityExchange Traded FundMulti-National13.89%
TD Q Global Multifactor ETF (TQGM)International EquityExchange Traded FundMulti-National12.86%
TD Q Canadian Dividend ETF (TQCD)Canadian EquityExchange Traded FundCanada11.30%
TD Global Technology Leaders Index ETF (TEC)International EquityExchange Traded FundMulti-National10.04%
TD Q U.S. Small-Mid-Cap Equity ETF (TQSM)US EquityExchange Traded FundUnited States5.96%
TD U.S. Long Term Treasury Bond ETF (TULB)Foreign BondsExchange Traded FundMulti-National2.50%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.36%

Performance Data (As of February 28, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.49 1.81 9.64 2.63 19.22 10.94 10.98 -   
Benchmark -0.48 2.93 9.60 2.77 18.61 10.47 10.41 8.55
Quartile Ranking 2 2 1 3 1 1 1 -

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 21.76 15.71 -10.12 15.59 7.50 17.35 -2.98 -      -      -     
Benchmark 21.57 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66 17.03
Quartile Ranking 1 1 2 1 3 1 2 - - -

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