TD Balanced ETF Portfolio (TBAL.TO)
17.41
+0.07
(+0.40%)
CAD |
TSX |
May 06, 12:14
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.23% | 0.15% | 48.48M | 12646.70 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 2.66% | 76.24% | 29.79M | Upgrade |
Basic Info
| Investment Strategy | |
| TD Balanced ETF Portfolio seeks to generate long-term capital growth while providing the opportunity to earn some income. The TD ETF invests primarily in units of other exchange-traded funds, with greater emphasis on exchange-traded funds with capital growth potential. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | Medium Quality/Extensive Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Allocation |
| Category Name | Global Equity Balanced |
| Category Index | Morningstar Can Eq Gbl Tgt Alloc NR CAD |
| Global Category Name | Aggressive Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | TD Asset Management Inc |
| Prospectus Benchmark Index | |
| FTSE Canada Universe Bond | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Alex Sandercock | 0.67 yrs |
| Laurie-Anne Davison | 0.67 yrs |
Performance Versus Category
As of May 03, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 03, 2024.
Basic Info
| Investment Strategy | |
| TD Balanced ETF Portfolio seeks to generate long-term capital growth while providing the opportunity to earn some income. The TD ETF invests primarily in units of other exchange-traded funds, with greater emphasis on exchange-traded funds with capital growth potential. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | Medium Quality/Extensive Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Allocation |
| Category Name | Global Equity Balanced |
| Category Index | Morningstar Can Eq Gbl Tgt Alloc NR CAD |
| Global Category Name | Aggressive Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | TD Asset Management Inc |
| Prospectus Benchmark Index | |
| FTSE Canada Universe Bond | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Alex Sandercock | 0.67 yrs |
| Laurie-Anne Davison | 0.67 yrs |