(As of 12/31/2021)

TD Advantage Balanced Income Portfolio Invester Sr

(Canadian Fixed Income Balanced)

2013

FundGrade A+^® Rating recipient
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Inception Return (9/15/2009)	4.88 %
YTD Return	4.30 %

NAVPS (1/19/2022)	$12.36
Change	($0.02) / -0.16 %

Growth of $10,000 (As of December 31, 2021)

MER	2.00 %
Assets ($mil)	$51.14
Rank (1Yr)	258/476
Std Dev (3Yr)	6.97 %
Volatility Ranking (3Yr)	2/10
RRSP Eligibility	Yes
Load	No Load
Max Front End	-
Max Back End	-
Sales Status	Capped

Objective

The fundamental investment objective is to seek to earn income with some potential for long-term capital growth by primarily making investments in, or gaining exposure to, securities with income-generating potential.

Fund Manager

TD Asset Management Inc.

Portfolio Manager

Xin Chen, TD Asset Management Inc.

Amol Sodhi, TD Asset Management Inc.

Anna Castro, TD Asset Management Inc.

Michael Craig, TD Asset Management Inc.

Sub-Advisor

Data not available

Asset Allocation
(As of December 31, 2021)

Sector Allocation
(As of December 31, 2021)

Geographic Allocation
(As of December 31, 2021)

Top 10 Holdings

Name	Asset	Sector	Geographic	Percent
TD Canadian Core Plus Bond Fund - Investor Series	Domestic Bonds	Fixed Income	Canada	63.26%
Epoch U.S. Large-Cap Value Fund - Advisor Series	US Equity	Mutual Fund	United States	8.33%
Epoch Global Equity Fund - Investor Series	International Equity	Mutual Fund	Multi-National	6.16%
TD Canadian Equity Fund - Inv	Canadian Equity	Mutual Fund	Canada	4.03%
TD Dividend Growth Fund - Investor Series	Canadian Equity	Mutual Fund	Canada	3.99%
TD Canadian Low Volatility Pool - O	Canadian Equity	Mutual Fund	Canada	3.89%
TD International Stock Fund Investor Series	International Equity	Mutual Fund	Multi-National	3.57%
TD Canadian Equity Index ETF (TTP)	Canadian Equity	Exchange Traded Fund	Canada	1.95%
TD China Income and Growth Fund - Advisor Series	International Equity	Mutual Fund	Other Asian	1.69%
TD Global Technology Leaders Index ETF (TEC)	International Equity	Exchange Traded Fund	Multi-National	1.26%

Performance Data (As of December 31, 2021)

	Return (%)				Annualized Return (%)
Return	1 Mth	3 Mth	6 Mth	YTD	1 Yr	3 Yr	5 Yr	10 Yr
Fund	2.47	3.11	3.04	4.30	4.30	7.00	4.26	4.72
Benchmark	1.89	2.89	2.40	3.73	3.73	7.61	5.12	4.83
Quartile Ranking	1	1	1	3	3	2	3	3

Calendar Return (%)	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012
Fund	4.30	6.46	10.33	-2.59	3.25	2.22	2.99	8.09	6.48	6.19
Benchmark	3.73	8.35	10.88	-1.25	4.30	6.19	0.56	9.52	2.02	4.68
Quartile Ranking	3	3	2	3	4	4	2	2	3	2

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