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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.17% 0.20% 182.94M 44493.70
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 4.35% 86.52M 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 exchangetraded funds with capital growth potential.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset CAD Balanced - Global
Peer Group Global Neutral Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name TD Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
12.93%
-12.52%
15.89%
16.50%
13.63%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
27.92%
--
16.76%
14.04%
9.57%
-16.49%
11.55%
12.65%
9.39%
--
--
10.25%
10.40%
-11.00%
12.47%
16.14%
12.95%
--
--
10.28%
6.57%
-11.25%
10.62%
11.79%
10.33%
--
--
--
10.94%
-11.37%
13.14%
16.73%
13.85%
As of December 11, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.33%
Stock 60.02%
Bond 38.06%
Convertible 0.00%
Preferred 0.04%
Other 1.54%
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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 exchangetraded funds with capital growth potential.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset CAD Balanced - Global
Peer Group Global Neutral Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name TD Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
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