(As of 12/31/2019)

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)	4.79 %
YTD Return	10.33 %

NAVPS (1/28/2020)	$12.36
Change	($0.01) / -0.08 %

Growth of $10,000 (As of December 31, 2019)

MER	1.98 %
Assets ($mil)	$82.22
Rank (1Yr)	83/593
Std Dev (3Yr)	4.03 %
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

Michael Craig, Xin Chen, Amol Sodhi, Anna Castro

Asset Allocation
(As of December 31, 2019)

Sector Allocation
(As of December 31, 2019)

Geographic Allocation
(As of December 31, 2019)

Top 10 Holdings

Name	Asset	Sector	Geographic	Percent
TD Canadian Core Plus Bond Fund - Investor Series	Domestic Bonds	Fixed Income	Canada	59.91%
Epoch U.S. Large-Cap Value Fund - Advisor Series	US Equity	Mutual Fund	United States	10.98%
TD Income Opportunities Pool	Domestic Bonds	Fixed Income	Canada	7.56%
TD Dividend Growth Fund - Investor Series	Canadian Equity	Mutual Fund	Canada	6.03%
TD Canadian Low Volatility Pool	Canadian Equity	Mutual Fund	Canada	5.02%
Epoch Global Equity Fund - Investor Series	International Equity	Mutual Fund	Multi-National	4.51%
TD Canadian Equity Fund - Inv	Canadian Equity	Mutual Fund	Canada	4.04%
TD International Growth Fund Investor Series	International Equity	Mutual Fund	Multi-National	2.00%
Cash and Cash Equivalents	Cash and Equivalents	Cash and Cash Equivalent	Canada	-0.05%

Performance Data (As of December 31, 2019)

	Return (%)				Annualized Return (%)
Return	1 Mth	3 Mth	6 Mth	YTD	1 Yr	3 Yr	5 Yr	10 Yr
Fund	-0.81	0.42	1.68	10.33	10.33	3.53	3.16	4.69
Benchmark	-0.45	0.13	1.65	10.88	10.88	4.52	4.05	5.11
Quartile Ranking	4	3	2	1	1	2	2	1

Calendar Return (%)	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010
Fund	10.33	-2.59	3.25	2.22	2.99	8.09	6.48	6.19	4.00	6.51
Benchmark	10.88	-1.25	4.30	6.19	0.56	9.52	2.02	4.68	5.23	9.72
Quartile Ranking	1	3	3	4	1	1	1	1	2	2

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