(As of 12/31/2022)

TD Balanced Growth Fund - Inv

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






Inception Return
(9/4/1987)
6.21 %
YTD Return -13.94 %
NAVPS
(1/30/2023)
$33.83
Change ($0.15) / -0.44 %
Growth of $10,000 (As of December 31, 2022)
MER 2.22 %
Assets ($mil) $832.05
Rank (1Yr) 385/406
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.
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 December 31, 2022)
Sector Allocation
(As of December 31, 2022)
Geographic Allocation
(As of December 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada4.71%
Toronto-Dominion BankCanadian EquityFinancial ServicesCanada4.26%
Canadian Pacific Railway LtdCanadian EquityIndustrial ServicesCanada3.83%
Canadian Natural Resources LtdCanadian EquityEnergyCanada3.42%
Suncor Energy IncCanadian EquityEnergyCanada3.16%
Waste Connections IncCanadian EquityIndustrial ServicesCanada2.76%
Imperial Oil LtdCanadian EquityEnergyCanada2.37%
Canada Government 2.00% 01-Dec-2051Domestic BondsFixed IncomeCanada2.20%
Loblaw Cos LtdCanadian EquityConsumer ServicesCanada2.08%
Nutrien LtdCanadian EquityBasic MaterialsCanada2.06%

Performance Data (As of December 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -4.56 3.40 2.11 -13.94 -13.94 3.40 4.31 6.05
Benchmark -3.98 4.52 3.55 -7.12 -7.12 5.29 5.37 6.32
Quartile Ranking 4 4 4 4 4 3 2 2

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -13.94 15.60 11.13 17.49 -4.94 8.64 8.99 1.69 8.39 11.60
Benchmark -7.12 17.62 6.85 18.83 -6.34 7.50 15.95 -5.39 10.25 9.26
Quartile Ranking 4 3 1 1 2 1 3 2 3 4

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