(As of 3/31/2021)

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)	4.70 %
YTD Return	-1.42 %

NAVPS (4/12/2021)	$12.62
Change	$0.00 / 0.00 %

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

MER	2.00 %
Assets ($mil)	$56.39
Rank (1Yr)	203/611
Std Dev (3Yr)	7.08 %
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, TD Asset Management Inc.
Anna Castro, TD Asset Management Inc.
Michael Craig, TD Asset Management Inc.
Amol Sodhi, TD Asset Management Inc.

Asset Allocation
(As of March 31, 2021)

Sector Allocation
(As of March 31, 2021)

Geographic Allocation
(As of March 31, 2021)

Top 10 Holdings

Name	Asset	Sector	Geographic	Percent
TD Canadian Core Plus Bond Fund - Investor Series	Domestic Bonds	Fixed Income	Canada	62.07%
Epoch U.S. Large-Cap Value Fund - Advisor Series	US Equity	Mutual Fund	United States	10.09%
Epoch Global Equity Fund - Investor Series	International Equity	Mutual Fund	Multi-National	6.00%
TD Canadian Low Volatility Pool	Canadian Equity	Mutual Fund	Canada	4.02%
TD Dividend Growth Fund - Investor Series	Canadian Equity	Mutual Fund	Canada	3.51%
TD International Stock Fund O-Series	International Equity	Mutual Fund	Multi-National	3.47%
TD Canadian Equity Fund - Inv	Canadian Equity	Mutual Fund	Canada	3.22%
TD Global Technology Leaders Index ETF (TEC)	International Equity	Exchange Traded Fund	Multi-National	1.63%
TD Income Opportunities Pool	Domestic Bonds	Fixed Income	Canada	1.39%
TD China Income and Growth Fund - Advisor Series	International Equity	Mutual Fund	Other Asian	1.25%

Performance Data (As of March 31, 2021)

	Return (%)				Annualized Return (%)
Return	1 Mth	3 Mth	6 Mth	YTD	1 Yr	3 Yr	5 Yr	10 Yr
Fund	0.32	-1.42	1.95	-1.42	13.09	4.26	3.54	4.40
Benchmark	0.14	-2.08	0.45	-2.08	10.84	5.48	4.72	4.64
Quartile Ranking	2	3	3	3	2	2	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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