TD Balanced Growth Fund - I

Price As On: Nov 17, 2017
$27.94   0.04 (0.14%)

Fund Code-TDB970


Objective


Key Reasons To Own

  • Combines the expertise of the Fixed Income and Equity teams to construct a portfolio with a 35/65 neutral fixed income/equity exposure
  • Bond selection uses a rigorous bottom-up strategy while considering the economic environment
  • Equity exposure is diversified across Canadian and Global markets

Historical Performance (%)

Performance as of Oct 31, 2017
1 Mo 3 Mo 6 Mo 1 YR 2 YR 3 YR 5 YR 10 YR Inception Inception Date
2.48 5.06 2.46 9.17 7.83 6.45 7.86 3.66 6.53 09/04/1987

Calendar Performance (%)

YTD 2016 2015 2014 2013 2012 2011 2010 2009
7.93 8.99 1.68 8.39 11.60 5.44 -2.48 6.11 16.43

Risk

Investment Style

Fund Details

Portfolio Adviser

Category

Benchmark

Total Fund Assets (Millions)**

MER

Early Redemption Fee

Minimum Investment

Minimum Subsequent Investment

Minimum Pre-authorized Purchase Plan Amount

Asset Mix

Geographic Mix

Sector Mix

Top Holdings (%)

Important Mutual Fund Information

TD Mutual Funds are qualified for sale in the provinces and territories of Canada. This site does not constitute an offer or solicitation to residents of the US or the UK or anyone in any other jurisdiction in which such an offer or solicitation.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus, which contains detailed investment information, before investing. The indicated rates of return (other than for each money market fund) are the historical annual compounded total returns for the period indicated including changes in unit value and reinvestment of distributions. The indicated rates of return for each money market fund is an annualized historical yield based on the seven-day period ended as indicated and annualized in the case of effective yield by compounding the seven day return and does not represent an actual one year return. The indicated rates of return do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unit holder that would have reduced returns. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. Their values change frequently. There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. Past performance may not be repeated.