(As of 6/30/2021)

TD Balanced Growth Fund - Inv

(Canadian Equity Balanced)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(9/4/1987)
6.76 %
YTD Return 8.37 %
NAVPS
(8/3/2021)
$37.46
Change $0.27 / 0.73 %
Growth of $10,000 (As of June 30, 2021)
MER 2.22 %
Assets ($mil) $918.42
Rank (1Yr) 197/391
Std Dev (3Yr) 12.01 %
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 provide capital growth and income by investing primarily in equity and fixed income securities of issuers in Canada.
Management Co.
TD Asset Management Inc.
Managers
  • Benjamin Gossack, TD Asset Management Inc.
  • Christopher Case, TD Asset Management Inc.
  • Elaine Lindhorst, TD Asset Management Inc.
  • Damian Fernandes, TD Asset Management Inc.
  • Geoff Wilson, TD Asset Management Inc.
 
Asset Allocation
(As of June 30, 2021)
Sector Allocation
(As of June 30, 2021)
Geographic Allocation
(As of June 30, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada4.62%
Toronto-Dominion BankCanadian EquityFinancial ServicesCanada4.12%
Shopify IncCanadian EquityTechnologyCanada3.84%
Canadian Pacific Railway LtdCanadian EquityIndustrial ServicesCanada3.19%
Brookfield Asset Management Inc Cl ACanadian EquityFinancial ServicesCanada2.96%
Bank of Nova ScotiaCanadian EquityFinancial ServicesCanada2.70%
Canadian Natural Resources LtdCanadian EquityEnergyCanada2.51%
Nutrien LtdCanadian EquityBasic MaterialsCanada2.30%
Suncor Energy IncCanadian EquityEnergyCanada2.22%
Barrick Gold CorpCanadian EquityBasic MaterialsCanada2.00%

Performance Data (As of June 30, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.05 5.91 8.37 8.37 21.18 9.55 9.02 7.15
Benchmark 2.12 6.83 11.76 11.76 23.87 9.36 8.85 6.70
Quartile Ranking 2 2 4 4 3 1 1 2

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 11.13 17.49 -4.94 8.64 8.99 1.69 8.40 11.60 5.45 -2.49
Benchmark 6.85 18.83 -6.34 7.50 15.95 -5.39 10.25 9.26 6.43 -4.14
Quartile Ranking 1 1 2 1 3 1 3 4 4 2

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