(As of 12/31/2020)

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)	4.93 %
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

Name	Asset	Sector	Geographic	Percent
TD Canadian Core Plus Bond Fund - Investor Series	Domestic Bonds	Fixed Income	Canada	62.65%
Epoch U.S. Large-Cap Value Fund - Advisor Series	US Equity	Mutual Fund	United States	9.82%
Epoch Global Equity Fund - Investor Series	International Equity	Mutual Fund	Multi-National	6.17%
TD Canadian Low Volatility Pool	Canadian Equity	Mutual Fund	Canada	4.47%
TD Dividend Growth Fund - Investor Series	Canadian Equity	Mutual Fund	Canada	2.97%
TD Income Opportunities Pool	Domestic Bonds	Fixed Income	Canada	2.75%
TD Canadian Equity Fund - Inv	Canadian Equity	Mutual Fund	Canada	2.61%
TD International Stock Class - Investor Series	International Equity	Mutual Fund	Multi-National	2.56%
TD Global Technology Leaders Index ETF (TEC)	International Equity	Exchange Traded Fund	Multi-National	2.52%
TD China Income and Growth Fund - Investor Series	International Equity	Mutual Fund	Other Asian	1.30%

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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