(As of 10/31/2024)

TD Managed Aggressive Growth ETF Portfolio D-Ser

(Global Equity Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2022





Inception Return
(3/7/2017)
8.17 %
YTD Return 17.01 %
NAVPS
(12/6/2024)
$15.91
Change $0.10 / 0.63 %
Growth of $10,000 (As of October 31, 2024)
MER 0.50 %
Assets ($mil) $438.69
Rank (1Yr) 160/1364
Std Dev (3Yr) 10.93 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The fundamental investment objective is to seek to generate long-term capital growth with the added potential for earning a modest level of interest and dividend income. The Portfolio invests primarily in securities of exchange-traded funds, with an emphasis on exchange-traded funds that focus on equities for greater potential capital growth.
Fund Manager

TD Asset Management Inc.

Portfolio Manager

Michael Craig, TD Asset Management Inc.

Amol Sodhi, TD Asset Management Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of October 31, 2024)
Sector Allocation
(As of October 31, 2024)
Geographic Allocation
(As of October 31, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
TD Canadian Aggregate Bond Index ETF (TDB)Domestic BondsFixed IncomeCanada15.17%
TD International Equity Index ETF (TPE)International EquityExchange Traded FundMulti-National14.05%
TD Canadian Equity Index ETF (TTP)Canadian EquityExchange Traded FundCanada13.94%
TD U.S. Equity Index ETF (TPU)US EquityExchange Traded FundUnited States13.90%
TD Q Global Multifactor ETF (TQGM)International EquityExchange Traded FundMulti-National13.07%
TD Q Canadian Dividend ETF (TQCD)Canadian EquityExchange Traded FundCanada11.46%
TD Global Technology Leaders Index ETF (TEC)International EquityExchange Traded FundMulti-National9.83%
TD Q U.S. Small-Mid-Cap Equity ETF (TQSM)US EquityExchange Traded FundUnited States5.98%
TD U.S. Long Term Treasury Bond ETF (TULB)Foreign BondsExchange Traded FundMulti-National2.42%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.17%

Performance Data (As of October 31, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.24 2.87 11.30 17.01 27.67 7.87 9.30 -   
Benchmark 0.42 2.79 10.62 17.20 26.88 6.92 8.96 9.24
Quartile Ranking 2 2 1 1 1 1 1 -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 15.71 -10.12 15.59 7.50 17.35 -2.98 -      -      -      -     
Benchmark 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13
Quartile Ranking 1 2 1 3 1 2 - - - -

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