(As of 2/28/2023)

TD Advantage Balanced Income Portfolio Invester Sr

(Canadian Fixed Income Balanced)

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

2013

Inception Return (9/15/2009)	3.58 %
YTD Return	1.54 %

NAVPS (3/24/2023)	$11.38
Change	$0.02 / 0.18 %

Growth of $10,000 (As of February 28, 2023)

MER	1.99 %
Assets ($mil)	$32.76
Rank (1Yr)	401/431
Std Dev (3Yr)	7.27 %
Volatility Ranking (3Yr)	3/10
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.

Fund Manager

TD Asset Management Inc.

Portfolio Manager

Xin Chen, TD Asset Management Inc.

Amol Sodhi, TD Asset Management Inc.

Anna Castro, TD Asset Management Inc.

Michael Craig, TD Asset Management Inc.

Sub-Advisor

Data not available

Asset Allocation
(As of February 28, 2023)

Sector Allocation
(As of February 28, 2023)

Geographic Allocation
(As of February 28, 2023)

Top 10 Holdings

Name	Asset	Sector	Geographic	Percent
TD Canadian Core Plus Bond Fund - O Series	Domestic Bonds	Fixed Income	Canada	70.69%
TD Canadian Equity Fund - Inv	Canadian Equity	Mutual Fund	Canada	6.92%
TD Dividend Growth Fund - Investor Series	Canadian Equity	Mutual Fund	Canada	6.22%
Epoch U.S. Large-Cap Value Fund - Advisor Series	US Equity	Mutual Fund	United States	5.65%
TD Income Opportunities Pool	Domestic Bonds	Fixed Income	Canada	3.49%
Epoch Global Equity Fund - Investor Series	International Equity	Mutual Fund	Multi-National	2.72%
TD U.S. Equity Index ETF (TPU)	US Equity	Exchange Traded Fund	United States	1.49%
TD Canadian Long Term Federal Bond ETF (TCLB)	Domestic Bonds	Exchange Traded Fund	Canada	1.26%
TD International Stock Fund Series O	International Equity	Mutual Fund	Multi-National	0.75%
TD China Income and Growth Fund - Advisor Series	International Equity	Mutual Fund	Other Asian	0.60%

Performance Data (As of February 28, 2023)

	Return (%)				Annualized Return (%)
Return	1 Mth	3 Mth	6 Mth	YTD	1 Yr	3 Yr	5 Yr	10 Yr
Fund	-1.93	-1.02	1.30	1.54	-6.73	-0.44	1.38	2.67
Benchmark	-2.02	-0.34	1.78	1.84	-5.46	0.37	2.80	3.36
Quartile Ranking	4	4	4	4	4	4	3	3

Calendar Return (%)	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013
Fund	-12.04	4.30	6.46	10.33	-2.59	3.25	2.22	2.99	8.09	6.48
Benchmark	-9.93	3.73	8.35	10.87	-1.25	4.30	6.19	0.56	9.52	2.02
Quartile Ranking	4	3	3	2	3	4	4	2	2	3

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