TD Managed Balanced Growth Portfolio Investor Srs (TDB332)
19.00
+0.05
(+0.26%)
CAD |
Apr 02 2026
TDB332 Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 0.85% |
| Stock | 62.57% |
| Bond | 35.71% |
| Convertible | 0.00% |
| Preferred | 0.06% |
| Other | 0.80% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 85.30% |
|---|---|
|
North America
|
84.76% |
| Canada | 48.96% |
| United States | 35.80% |
|
Latin America
|
0.53% |
| Brazil | 0.04% |
| Mexico | 0.11% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 7.49% |
|---|---|
| United Kingdom | 1.94% |
|
Europe Developed
|
5.44% |
| Austria | 0.14% |
| Belgium | 0.03% |
| Denmark | 0.09% |
| Finland | 0.04% |
| France | 0.94% |
| Germany | 0.75% |
| Ireland | 0.75% |
| Italy | 0.47% |
| Netherlands | 0.50% |
| Norway | 0.01% |
| Portugal | 0.04% |
| Spain | 0.29% |
| Sweden | 0.22% |
| Switzerland | 0.98% |
|
Europe Emerging
|
0.00% |
| Czech Republic | 0.00% |
|
Africa And Middle East
|
0.11% |
| Israel | 0.01% |
| South Africa | 0.06% |
| United Arab Emirates | 0.03% |
| Greater Asia | 4.80% |
|---|---|
| Japan | 2.10% |
|
Australasia
|
1.10% |
| Australia | 1.10% |
|
Asia Developed
|
0.88% |
| Hong Kong | 0.13% |
| Singapore | 0.22% |
| South Korea | 0.25% |
| Taiwan | 0.29% |
|
Asia Emerging
|
0.71% |
| China | 0.69% |
| Indonesia | 0.02% |
| Unidentified Region | 2.41% |
|---|
Bond Credit Quality Exposure
| AAA | 34.09% |
| AA | 7.31% |
| A | 14.12% |
| BBB | 16.69% |
| BB | 9.50% |
| B | 4.62% |
| Below B | 0.47% |
| CCC | 0.47% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.26% |
| Not Available | 12.93% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
25.58% |
| Materials |
|
3.94% |
| Consumer Discretionary |
|
4.92% |
| Financials |
|
16.04% |
| Real Estate |
|
0.67% |
| Sensitive |
|
26.84% |
| Communication Services |
|
3.12% |
| Energy |
|
4.68% |
| Industrials |
|
8.68% |
| Information Technology |
|
10.35% |
| Defensive |
|
10.14% |
| Consumer Staples |
|
3.02% |
| Health Care |
|
5.09% |
| Utilities |
|
2.03% |
| Not Classified |
|
37.44% |
| Non Classified Equity |
|
0.73% |
| Not Classified - Non Equity |
|
36.71% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 34.18% |
| Corporate | 43.71% |
| Securitized | 0.23% |
| Municipal | 10.45% |
| Other | 11.43% |
Bond Maturity Exposure
| Short Term |
|
2.36% |
| Less than 1 Year |
|
2.36% |
| Intermediate |
|
69.45% |
| 1 to 3 Years |
|
6.48% |
| 3 to 5 Years |
|
18.53% |
| 5 to 10 Years |
|
44.45% |
| Long Term |
|
27.40% |
| 10 to 20 Years |
|
7.90% |
| 20 to 30 Years |
|
11.78% |
| Over 30 Years |
|
7.71% |
| Other |
|
0.79% |
As of February 28, 2026