Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.11% 1.775B -- 10.33%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-201.65M 8.61% Upgrade Upgrade

Basic Info

Investment Strategy
The fundamental investment objective is to generate long- term capital growth with the added potential for earning a modest level of interest and dividend income. The Portfolio invests primarily in securities of TD Mutual Funds, with an emphasis on mutual funds which focus in equities for greater potential capital growth. The Portfolio may also invest directly in guaranteed investment certificates, bonds issued by the Canadian or provincial governments and Strip Bonds. The fundamental investment objective may only be changed with the approval of a majority of unitholders at a meeting called for that purpose.
General
Security Type Mutual Fund
Broad Asset Class International Equity
Broad Category Allocation
Global Peer Group Mixed Asset CAD Aggressive - Global
Peer Group Global Equity 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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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 96
-34.58M Peer Group Low
183.41M Peer Group High
1 Year
% Rank: 97
-201.65M
-438.90M Peer Group Low
1.714B Peer Group High
3 Months
% Rank: 95
-154.32M Peer Group Low
550.61M Peer Group High
3 Years
% Rank: 100
-1.248B Peer Group Low
6.291B Peer Group High
6 Months
% Rank: 96
-234.46M Peer Group Low
1.054B Peer Group High
5 Years
% Rank: 98
-1.157B Peer Group Low
6.336B Peer Group High
YTD
% Rank: 96
-418.46M Peer Group Low
1.611B Peer Group High
10 Years
% Rank: 99
-1.320B Peer Group Low
11.43B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
7.16%
15.99%
-11.25%
12.11%
17.55%
10.98%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
26.88%
-6.80%
13.69%
9.33%
16.97%
-13.81%
12.81%
18.75%
15.40%
0.90%
11.16%
10.97%
7.46%
-9.20%
10.78%
17.80%
6.66%
3.45%
14.06%
9.42%
12.95%
-10.90%
13.07%
8.27%
-0.82%
-2.93%
15.80%
14.22%
11.54%
-11.71%
9.22%
15.78%
11.54%
As of December 10, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-9-25) 0.73%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Stock
Weighted Average PE Ratio 28.35
Weighted Average Price to Sales Ratio 6.746
Weighted Average Price to Book Ratio 7.977
Weighted Median ROE 134.8%
Weighted Median ROA 11.90%
ROI (TTM) 29.21%
Return on Investment (TTM) 29.21%
Earning Yield 0.0471
LT Debt / Shareholders Equity 1.400
Number of Equity Holdings 0
Bond
Yield to Maturity (10-31-25) 4.00%
Effective Duration --
Average Coupon 4.04%
Calculated Average Quality 2.566
Effective Maturity 12.02
Nominal Maturity 12.14
Number of Bond Holdings 0
As of October 31, 2025

Growth Metrics

EPS Growth (1Y) 22.11%
EPS Growth (3Y) 11.23%
EPS Growth (5Y) 15.09%
Sales Growth (1Y) 12.72%
Sales Growth (3Y) 11.24%
Sales Growth (5Y) 11.76%
Sales per Share Growth (1Y) 13.60%
Sales per Share Growth (3Y) 11.53%
Operating Cash Flow - Growth Rate (3Y) 13.27%
As of October 31, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 12/31/2024
Last Prospectus Date --
Share Classes
TDB173 Commission-based Advice
TDB3137 Fee-based Advice
TDB333 Commission-based Advice
TDB3528 Fee-based Advice
TDB743 Commission-based Advice
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.55%
Stock 77.86%
Bond 20.85%
Convertible 0.00%
Preferred 0.07%
Other -0.32%
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Top 10 Holdings

Name % Weight Price % Change
TD CANADIAN EQUITY SERIES O
15.01% -- --
TD CANADIAN CORE PLUS BOND SERIES O
14.16% -- --
TD DIVIDEND GROWTH SERIES O
12.97% -- --
TD U.S. DIVIDEND GROWTH FUND SERIES O
9.59% -- --
TD OPPORTUNITIES POOL - O-SERIES
8.25% -- --
TD INTERNATIONAL EQUITY FOCUSED FUND F
7.08% -- --
TD GLOBAL CAPITAL REINVESTMENT FUND - F
6.84% -- --
TD U.S. CAPITAL REINVESTMENT FUND - INVESTOR S
6.73% -- --
TD U.S. LARGE-CAP VALUE FUND - F SERIES
6.59% -- --
TD INCOME OPPORTUNITIES POOL - O-SERIES
4.49% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP Yes
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 2000.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The fundamental investment objective is to generate long- term capital growth with the added potential for earning a modest level of interest and dividend income. The Portfolio invests primarily in securities of TD Mutual Funds, with an emphasis on mutual funds which focus in equities for greater potential capital growth. The Portfolio may also invest directly in guaranteed investment certificates, bonds issued by the Canadian or provincial governments and Strip Bonds. The fundamental investment objective may only be changed with the approval of a majority of unitholders at a meeting called for that purpose.
General
Security Type Mutual Fund
Broad Asset Class International Equity
Broad Category Allocation
Global Peer Group Mixed Asset CAD Aggressive - Global
Peer Group Global Equity 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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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-9-25) 0.73%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Stock
Weighted Average PE Ratio 28.35
Weighted Average Price to Sales Ratio 6.746
Weighted Average Price to Book Ratio 7.977
Weighted Median ROE 134.8%
Weighted Median ROA 11.90%
ROI (TTM) 29.21%
Return on Investment (TTM) 29.21%
Earning Yield 0.0471
LT Debt / Shareholders Equity 1.400
Number of Equity Holdings 0
Bond
Yield to Maturity (10-31-25) 4.00%
Effective Duration --
Average Coupon 4.04%
Calculated Average Quality 2.566
Effective Maturity 12.02
Nominal Maturity 12.14
Number of Bond Holdings 0
As of October 31, 2025

Growth Metrics

EPS Growth (1Y) 22.11%
EPS Growth (3Y) 11.23%
EPS Growth (5Y) 15.09%
Sales Growth (1Y) 12.72%
Sales Growth (3Y) 11.24%
Sales Growth (5Y) 11.76%
Sales per Share Growth (1Y) 13.60%
Sales per Share Growth (3Y) 11.53%
Operating Cash Flow - Growth Rate (3Y) 13.27%
As of October 31, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 12/31/2024
Last Prospectus Date --
Share Classes
TDB173 Commission-based Advice
TDB3137 Fee-based Advice
TDB333 Commission-based Advice
TDB3528 Fee-based Advice
TDB743 Commission-based Advice
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:TDB3546.TO", "name")
Broad Asset Class: =YCI("M:TDB3546.TO", "broad_asset_class")
Broad Category: =YCI("M:TDB3546.TO", "broad_category_group")
Prospectus Objective: =YCI("M:TDB3546.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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