Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.23% 0.12% 30.48M 10095.40
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.44% 50.88% 21.34M Upgrade

Basic Info

Investment Strategy
TD Conservative ETF Portfolio seeks to earn a moderate level of income while preserving investment capital and providing some potential for capital growth. The TD ETF invests primarily in units of other exchange-traded funds, emphasizing exchange-traded funds with income-generating 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 Fixed Income Balanced
Category Index Morningstar Can FI Gbl Tgt Alloc NR CAD
Global Category Name Cautious 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 0.58 yrs
Laurie-Anne Davison 0.58 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
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As of May 02, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
5.71%
-12.35%
11.94%
0.28%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
4.53%
--
--
--
9.68%
6.06%
-10.99%
9.78%
0.97%
--
--
--
9.17%
2.11%
-11.25%
8.49%
-0.09%
--
--
--
--
7.05%
-11.82%
10.75%
1.95%
--
--
--
8.47%
1.42%
-12.18%
8.32%
-0.42%
As of May 02, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 0.55% Upgrade Upgrade
Stock 30.92% Upgrade Upgrade
Bond 68.01% Upgrade Upgrade
Convertible 0.02% Upgrade Upgrade
Preferred 0.01% Upgrade Upgrade
Other 0.48% Upgrade Upgrade

Basic Info

Investment Strategy
TD Conservative ETF Portfolio seeks to earn a moderate level of income while preserving investment capital and providing some potential for capital growth. The TD ETF invests primarily in units of other exchange-traded funds, emphasizing exchange-traded funds with income-generating 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 Fixed Income Balanced
Category Index Morningstar Can FI Gbl Tgt Alloc NR CAD
Global Category Name Cautious 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 0.58 yrs
Laurie-Anne Davison 0.58 yrs

Top Portfolio Holders

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