(As of 12/31/2024)

TD Comfort Balanced Portfolio Inv

(Global Neutral Balanced)

Inception Return (12/8/2008)	6.03 %
YTD Return	11.05 %

NAVPS (1/20/2025)	$19.79
Change	($0.02) / -0.10 %

Growth of $10,000 (As of December 31, 2024)

MER	1.91 %
Assets ($mil)	$9,492.59
Rank (1Yr)	1376/1725
Std Dev (3Yr)	7.94 %
Volatility Ranking (3Yr)	4/10
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 interest and/or dividend income while also providing the opportunity for moderate long-term capital growth. The Fund invests the majority of its assets in securities of other mutual funds, typically with a greater emphasis on mutual funds with income-generating potential. The fundamental investment objective may only be changed with the approval of a majority of unitholders, given at a meeting called for that purpose.

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 December 31, 2024)

Sector Allocation
(As of December 31, 2024)

Geographic Allocation
(As of December 31, 2024)

Top 10 Holdings

Name	Asset	Sector	Geographic	Percent
TD Canadian Core Plus Bond Fund - Investor Series	Domestic Bonds	Fixed Income	Canada	31.06%
TD Global Capital Reinvestment Fund - Inv	International Equity	Mutual Fund	Multi-National	13.14%
TD Global Low Volatility Fund - Series O	International Equity	Mutual Fund	Multi-National	10.15%
TD Global Income Fund - O Series	Foreign Bonds	Fixed Income	Multi-National	8.04%
TD Canadian Equity Fund - Inv	Canadian Equity	Mutual Fund	Canada	6.91%
TD Global Conservative Opportunities Fund - Inv	Other	Mutual Fund	Multi-National	6.08%
TD U.S. Dividend Growth Fund - O Series	US Equity	Mutual Fund	United States	5.49%
TD International Equity Focused Fund - O	International Equity	Mutual Fund	Multi-National	5.24%
TD Dividend Growth Fund - Investor Series	Canadian Equity	Mutual Fund	Canada	5.11%
TD Global Unconstrained Bond Fund - O Series	Foreign Bonds	Mutual Fund	Multi-National	5.01%

Performance Data (As of December 31, 2024)

	Return (%)				Annualized Return (%)
Return	1 Mth	3 Mth	6 Mth	YTD	1 Yr	3 Yr	5 Yr	10 Yr
Fund	-1.07	1.20	6.11	11.05	11.05	2.33	4.31	4.03
Benchmark	0.17	3.26	8.97	17.48	17.48	5.06	6.53	7.49
Quartile Ranking	3	3	3	4	4	4	4	4

Calendar Return (%)	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Fund	11.05	8.61	-11.15	8.60	6.11	11.54	-4.04	4.57	6.05	1.31
Benchmark	17.48	11.69	-11.62	6.48	11.12	12.26	2.68	8.66	2.39	17.05
Quartile Ranking	4	3	3	3	3	3	3	4	2	4

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