(As of 10/31/2018)

TD Advantage Balanced Income Portfolio Invester Sr

(Canadian Fixed Income Balanced)

2013

FundGrade A+^® Rating recipient
For more information about
FundGrade click here

Inception Return (9/15/2009)	4.29 %
YTD Return	-2.60 %

NAVPS (11/16/2018)	$11.86
Change	$0.01 / 0.08 %

Growth of $10,000 (As of October 31, 2018)

MER	1.98 %
Assets ($mil)	$121.29
Rank (1Yr)	302/501
Std Dev (3Yr)	3.74 %
Volatility Ranking (3Yr)	2/10
RRSP Eligibility	Yes
Load	No Load
Max Front End	-
Max Back End	-
Sales Status	Open

Objective

The fundamental investment objective is to seek to 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

Geoff Wilson, David McCulla, Xin Chen

Asset Allocation
(As of October 31, 2018)

Sector Allocation
(As of October 31, 2018)

Geographic Allocation
(As of October 31, 2018)

Top 10 Holdings

Name	Asset	Sector	Geographic	Percent
TD Canadian Core Plus Bond Fund - Investor Series	Domestic Bonds	Mutual Fund	Canada	57.04%
Epoch U.S. Large-Cap Value Fund - Advisor Series	US Equity	Mutual Fund	United States	10.83%
TD Income Opportunities Pool	Domestic Bonds	Mutual Fund	Canada	10.35%
Epoch Global Equity Fund - Investor Series	International Equity	Mutual Fund	Multi-National	6.65%
TD Canadian Low Volatility Pool	Canadian Equity	Mutual Fund	Canada	5.09%
TD Canadian Equity Fund - Inv	Canadian Equity	Mutual Fund	Canada	4.06%
TD Dividend Growth Fund - Investor Series	Canadian Equity	Mutual Fund	Canada	4.04%
TD International Growth Fund Investor Series	International Equity	Mutual Fund	Multi-National	1.53%
Cash and Cash Equivalents	Cash and Equivalents	Cash and Cash Equivalent	Canada	0.39%

Performance Data (As of October 31, 2018)

	Return (%)				Annualized Return (%)
Return	1 Mth	3 Mth	6 Mth	YTD	1 Yr	3 Yr	5 Yr	10 Yr
Fund	-2.49	-2.97	-1.70	-2.60	-2.51	1.16	2.95	-
Benchmark	-2.02	-2.49	-0.75	-2.02	-1.21	2.83	3.64	5.41
Quartile Ranking	3	3	3	3	3	3	2	-

Calendar Return (%)	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008
Fund	3.25	2.22	2.99	8.09	6.48	6.19	4.00	6.51	-	-
Benchmark	4.30	6.19	0.56	9.52	2.02	4.68	5.23	9.72	12.33	-4.80
Quartile Ranking	2	4	1	1	1	1	2	2	-	-

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .