(As of 12/31/2024)

TD Comfort Growth Portfolio - Inv

(Global Equity Balanced)

Inception Return (12/8/2008)	7.92 %
YTD Return	17.05 %

NAVPS (1/17/2025)	$27.00
Change	$0.20 / 0.75 %

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

MER	2.12 %
Assets ($mil)	$5,043.30
Rank (1Yr)	643/1324
Std Dev (3Yr)	10.55 %
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 potential for earning some dividend and/or interest income. The Fund invests the majority of its assets in securities of other mutual funds, with an emphasis on mutual funds investing in equities for potential long-term capital growth 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.

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 Global Capital Reinvestment Fund - Inv	International Equity	Mutual Fund	Multi-National	16.29%
TD Global Low Volatility Fund - Series O	International Equity	Mutual Fund	Multi-National	14.65%
TD U.S. Dividend Growth Fund - O Series	US Equity	Mutual Fund	United States	12.37%
TD Canadian Core Plus Bond Fund - Investor Series	Domestic Bonds	Fixed Income	Canada	11.07%
TD Canadian Equity Fund - Inv	Canadian Equity	Mutual Fund	Canada	11.00%
TD Dividend Growth Fund - Investor Series	Canadian Equity	Mutual Fund	Canada	8.67%
TD International Equity Fund - Advisor Series	International Equity	Mutual Fund	Multi-National	6.26%
TD Global Technology Leaders Index ETF (TEC)	International Equity	Exchange Traded Fund	Multi-National	5.72%
TD Global Income Fund - O Series	Foreign Bonds	Fixed Income	Multi-National	4.98%
TD U.S. Disciplined Equity Alpha Fund - Inv	US Equity	Mutual Fund	United States	4.12%

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	-1.05	2.63	8.32	17.05	17.05	5.71	7.27	6.15
Benchmark	0.16	4.17	9.89	21.57	21.57	7.16	8.97	9.36
Quartile Ranking	2	2	2	2	2	2	2	3

Calendar Return (%)	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Fund	17.05	12.40	-10.20	15.42	4.18	14.63	-6.11	7.25	8.06	2.47
Benchmark	21.57	15.07	-12.03	11.33	12.17	16.29	0.72	11.99	3.66	17.03
Quartile Ranking	2	2	2	1	4	3	3	4	1	4

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