(As of 12/31/2020)

TD Advantage Balanced Income Portfolio Invester Sr

(Canadian Fixed Income Balanced)



2013


FundGrade A+® Rating recipient
For more information about
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Inception Return
(9/15/2009)
4.93 %
YTD Return 6.46 %
NAVPS
(1/15/2021)
$12.67
Change $0.02 / 0.16 %
Growth of $10,000 (As of December 31, 2020)
MER 1.99 %
Assets ($mil) $61.14
Rank (1Yr) 378/615
Std Dev (3Yr) 7.03 %
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.
Management Co.
TD Asset Management Inc.
Managers
Xin Chen, Michael Craig, Anna Castro, Amol Sodhi
 
Asset Allocation
(As of December 31, 2020)
Sector Allocation
(As of December 31, 2020)
Geographic Allocation
(As of December 31, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
TD Canadian Core Plus Bond Fund - Investor SeriesDomestic BondsFixed IncomeCanada62.65%
Epoch U.S. Large-Cap Value Fund - Advisor SeriesUS EquityMutual FundUnited States9.82%
Epoch Global Equity Fund - Investor SeriesInternational EquityMutual FundMulti-National6.17%
TD Canadian Low Volatility PoolCanadian EquityMutual FundCanada4.47%
TD Dividend Growth Fund - Investor SeriesCanadian EquityMutual FundCanada2.97%
TD Income Opportunities PoolDomestic BondsFixed IncomeCanada2.75%
TD Canadian Equity Fund - InvCanadian EquityMutual FundCanada2.61%
TD International Stock Class - Investor Series International EquityMutual FundMulti-National2.56%
TD Global Technology Leaders Index ETF (TEC)International EquityExchange Traded FundMulti-National2.52%
TD China Income and Growth Fund - Investor SeriesInternational EquityMutual FundOther Asian1.30%

Performance Data (As of December 31, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.90 3.42 5.73 6.46 6.46 4.59 3.85 4.69
Benchmark 0.67 2.58 4.30 8.35 8.35 5.86 5.61 4.98
Quartile Ranking 3 2 2 3 3 3 4 2

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 6.46 10.33 -2.59 3.25 2.22 2.99 8.09 6.48 6.19 4.00
Benchmark 8.35 10.88 -1.25 4.30 6.19 0.56 9.52 2.02 4.68 5.23
Quartile Ranking 3 1 3 4 4 2 2 3 2 2

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