(As of 3/31/2025)

TD Balanced Growth Fund - Inv

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






Inception Return
(9/4/1987)
6.55 %
YTD Return -0.39 %
NAVPS
(4/17/2025)
$39.40
Change $0.09 / 0.23 %
Growth of $10,000 (As of March 31, 2025)
MER 2.23 %
Assets ($mil) $843.16
Rank (1Yr) 173/370
Std Dev (3Yr) 11.47 %
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 provide capital growth and income by investing primarily in equity and fixed income securities of issuers in Canada. The fundamental investment objective may only be changed with the approval of a majority of unitholders, given at a meeting called for that purpose.
Fund Manager

TD Asset Management Inc.

Portfolio Manager

Benjamin Gossack, TD Asset Management Inc.

Christopher Case, TD Asset Management Inc.

Elaine Lindhorst, TD Asset Management Inc.

Damian Fernandes, TD Asset Management Inc.

Geoff Wilson, TD Asset Management Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of March 31, 2025)
Sector Allocation
(As of March 31, 2025)
Geographic Allocation
(As of March 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada5.58%
Shopify Inc Cl ACanadian EquityTechnologyCanada3.48%
Wheaton Precious Metals CorpCanadian EquityBasic MaterialsCanada3.11%
Suncor Energy IncCanadian EquityEnergyCanada3.11%
Intact Financial CorpCanadian EquityFinancial ServicesCanada2.83%
Imperial Oil LtdCanadian EquityEnergyCanada2.77%
Dollarama IncCanadian EquityConsumer ServicesCanada2.73%
Loblaw Cos LtdCanadian EquityConsumer ServicesCanada2.68%
Thomson Reuters CorpCanadian EquityIndustrial ServicesCanada2.63%
Canadian Pacific Kansas City LtdCanadian EquityIndustrial ServicesCanada2.47%

Performance Data (As of March 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.94 -0.39 2.05 -0.39 9.60 5.28 10.34 6.30
Benchmark -1.20 1.64 4.50 1.64 13.78 6.50 12.69 6.93
Quartile Ranking 4 4 3 4 2 3 3 2

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 17.91 10.03 -13.94 15.60 11.13 17.49 -4.94 8.64 8.99 1.69
Benchmark 17.11 10.48 -7.12 17.62 6.85 18.83 -6.34 7.50 15.95 -5.39
Quartile Ranking 1 2 4 3 1 1 2 1 3 2

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