TD Comfort Growth Portfolio - ITDB888
No Matches were found for
- NAV19.97
- TODAY'S CHANGE (%)0.33 (1.68%)
- Investment Style
- 52 Week Range
- Distribution Yield0.29%
- MER2.13
- AUM3.0B
- RRSP EligibilityYes
- Load TypeNo Load
- Overall Morningstar Rating3 out of 5 Starsout of 2539 funds
Search Criteria
Filter search criteria using below inputs
Click on magnifying glass icon to search
| Company | Country | Symbol |
|---|
Select growth of 10k Options
| Date | Percent Change | Category Percent Change |
|---|---|---|
| May 2022 | 0.92% | 1.04% |
| April 2022 | 0.93% | 1.06% |
| March 2022 | 1.02% | 1.15% |
| February 2022 | 1.01% | 1.15% |
| January 2022 | 1.05% | 1.20% |
| December 2021 | 1.12% | 1.28% |
| November 2021 | 1.05% | 1.23% |
| October 2021 | 1.04% | 1.23% |
| September 2021 | 0.99% | 1.18% |
| August 2021 | 1.05% | 1.25% |
| July 2021 | 1.01% | 1.20% |
| June 2021 | 0.97% | 1.17% |
| May 2021 | 0.92% | 1.12% |
| April 2021 | 0.91% | 1.11% |
| March 2021 | 0.88% | 1.07% |
| February 2021 | 0.83% | 1.04% |
| January 2021 | 0.82% | 1.01% |
| December 2020 | 0.84% | 1.02% |
| November 2020 | 0.80% | 0.98% |
| October 2020 | 0.69% | 0.85% |
| September 2020 | 0.73% | 0.89% |
| August 2020 | 0.74% | 0.90% |
| July 2020 | 0.72% | 0.87% |
| June 2020 | 0.67% | 0.81% |
| May 2020 | 0.66% | 0.79% |
| April 2020 | 0.61% | 0.74% |
| March 2020 | 0.52% | 0.63% |
| February 2020 | 0.69% | 0.81% |
| January 2020 | 0.78% | 0.89% |
| December 2019 | 0.76% | 0.87% |
| November 2019 | 0.76% | 0.87% |
| October 2019 | 0.73% | 0.82% |
| September 2019 | 0.72% | 0.81% |
| August 2019 | 0.69% | 0.79% |
| July 2019 | 0.69% | 0.80% |
| June 2019 | 0.69% | 0.79% |
| May 2019 | 0.66% | 0.76% |
| April 2019 | 0.70% | 0.81% |
| March 2019 | 0.66% | 0.77% |
| February 2019 | 0.63% | 0.73% |
| January 2019 | 0.60% | 0.70% |
| December 2018 | 0.54% | 0.63% |
| November 2018 | 0.59% | 0.69% |
| October 2018 | 0.57% | 0.67% |
| September 2018 | 0.65% | 0.75% |
| August 2018 | 0.67% | 0.77% |
| July 2018 | 0.67% | 0.76% |
| June 2018 | 0.64% | 0.74% |
| May 2018 | 0.63% | 0.73% |
| April 2018 | 0.61% | 0.71% |
| March 2018 | 0.60% | 0.71% |
| February 2018 | 0.61% | 0.72% |
| January 2018 | 0.64% | 0.73% |
| December 2017 | 0.64% | 0.71% |
| November 2017 | 0.64% | 0.72% |
| October 2017 | 0.63% | 0.71% |
| September 2017 | 0.57% | 0.65% |
| August 2017 | 0.55% | 0.63% |
| July 2017 | 0.54% | 0.62% |
| June 2017 | 0.56% | 0.64% |
| May 2017 | 0.60% | 0.68% |
| April 2017 | 0.60% | 0.67% |
| March 2017 | 0.57% | 0.63% |
| February 2017 | 0.56% | 0.61% |
| January 2017 | 0.52% | 0.57% |
| December 2016 | 0.53% | 0.57% |
| November 2016 | 0.51% | 0.56% |
| October 2016 | 0.49% | 0.55% |
| September 2016 | 0.49% | 0.55% |
| August 2016 | 0.48% | 0.55% |
| July 2016 | 0.48% | 0.54% |
| June 2016 | 0.44% | 0.49% |
| May 2016 | 0.44% | 0.50% |
| April 2016 | 0.41% | 0.46% |
| March 2016 | 0.41% | 0.47% |
| February 2016 | 0.36% | 0.43% |
| January 2016 | 0.38% | 0.46% |
| December 2015 | 0.41% | 0.50% |
| November 2015 | 0.42% | 0.50% |
| October 2015 | 0.42% | 0.48% |
| September 2015 | 0.37% | 0.44% |
| August 2015 | 0.39% | 0.47% |
| July 2015 | 0.45% | 0.53% |
| June 2015 | 0.42% | 0.49% |
| May 2015 | 0.44% | 0.51% |
| April 2015 | 0.44% | 0.49% |
| March 2015 | 0.45% | 0.51% |
| February 2015 | 0.47% | 0.51% |
| January 2015 | 0.43% | 0.47% |
| December 2014 | 0.38% | 0.41% |
| November 2014 | 0.39% | 0.41% |
| October 2014 | 0.36% | 0.39% |
| September 2014 | 0.36% | 0.38% |
| August 2014 | 0.38% | 0.39% |
| July 2014 | 0.36% | 0.37% |
| June 2014 | 0.34% | 0.37% |
| May 2014 | 0.32% | 0.36% |
| April 2014 | 0.32% | 0.35% |
| March 2014 | 0.31% | 0.35% |
| February 2014 | 0.30% | 0.34% |
| January 2014 | 0.26% | 0.30% |
| December 2013 | 0.26% | 0.30% |
| November 2013 | 0.24% | 0.28% |
| October 2013 | 0.22% | 0.25% |
| September 2013 | 0.18% | 0.21% |
| August 2013 | 0.16% | 0.19% |
| July 2013 | 0.16% | 0.19% |
| June 2013 | 0.13% | 0.16% |
| May 2013 | 0.16% | 0.18% |
| April 2013 | 0.15% | 0.16% |
| March 2013 | 0.14% | 0.15% |
| February 2013 | 0.14% | 0.15% |
| January 2013 | 0.11% | 0.13% |
| December 2012 | 0.08% | 0.09% |
| November 2012 | 0.07% | 0.07% |
| October 2012 | 0.07% | 0.07% |
| September 2012 | 0.06% | 0.06% |
| August 2012 | 0.03% | 0.04% |
| July 2012 | 0.03% | 0.03% |
| June 2012 | 0.02% | 0.03% |
| May 2012 | 0.00% | 0.02% |
| April 2012 | 0.04% | 0.05% |
| March 2012 | 0.05% | 0.06% |
| February 2012 | 0.05% | 0.06% |
| January 2012 | 0.03% | 0.03% |
| December 2011 | 0.00% | 0.00% |
No reports available
Calendar Year Total Returns
| Year | Fund | Best-Fit Index | Category |
|---|---|---|---|
2021 | +15.42% | --- | +12.61% |
2020 | +4.18% | --- | +8.07% |
2019 | +14.63% | --- | +14.75% |
2018 | -6.11% | --- | -4.60% |
2017 | +7.25% | --- | +9.00% |
Asset Class
| US Equity | 34.8% |
|---|---|
| Int'l Equity | 25.6% |
| CDN Equity | 22.4% |
| Fixed Income | 14.0% |
| Other | 2.0% |
| Cash | 1.3% |
Sectors
| Financial Serv.s | 17.7% |
|---|---|
| Technology | 14.0% |
| Industrials | 9.3% |
| Healthcare | 7.7% |
| Consumer Cyclical | 7.6% |
| Consumer Defensive | 7.0% |
| Communication Services | 6.3% |
| Energy | 4.2% |
| Utilities | 4.0% |
| Basic Mat. | 3.0% |
| Real Estate | 2.0% |
Geographic Region
| United States | 42.0% |
|---|---|
| Canada | 27.1% |
| Asia/Oceania | 11.2% |
| Europe | 7.7% |
| Latin America | 0.7% |
| Africa | 0.2% |
| Company Name sortable | Position sortable | Allocation sortable | Allocation sortable1 Month Change | Market Value sortable |
|---|---|---|---|---|
Epoch Global Equity - A | Long | 16.3% | +7.90% | $659.0M |
TD Global Low Volatility Fund - O | Long | 16.0% | +2.71% | $648.3M |
TD U.S. Dividend Growth Fund-A | Long | 11.6% | -0.76% | $468.4M |
TD Canadian Equity Fund - O Series | Long | 11.6% | +2.17% | $468.1M |
TD Canadian Core Plus Bond - I | Long | 11.3% | +0.17% | $456.5M |
TD Dividend Growth - I | Long | 8.9% | +0.66% | $361.2M |
Epoch International Equity - A | Long | 6.8% | +1.81% | $274.9M |
TD Global Technology Leaders ETF | Long | 5.1% | 0.00% | $206.7M |
TD Global Income Fund-I | Long | 4.7% | +0.43% | $189.4M |
TD North American Small-Cap Equity-A | Long | 4.0% | +3.32% | $161.2M |
Best Fit Index | MSCI World NR CAD |
|---|---|
Category | |
Sponsor | TD Asset Management Inc |
Inception | December 8, 2008 |
The fundamental investment objective is to seek to generate long-term capital growth with the potential for earning some dividend and/or interest income. The Fund invests the majority of its assets in securities of other mutual funds, with an emphasis on mutual funds investing in equities for potential long-term capital growth.
| Total Net Assets | $3.7B |
|---|---|
| Annual Portfolio Turnover | 11.93% |
| Equity Style | Large Cap Blend |
| Credit Quality / Duration | Long Duration/Medium Quality |
| Tax-Adjusted Rating | 3 out of 5 Stars |
| Initial Investment(s) | $100 |
|---|---|
| Subsequent Investment(s) | $100 |
| Initial RRSP Investment(s) | $100 |
| Subsequent RRSP Investment(s) | $100 |
| Maximum Initial Sales Fees | --- |
|---|---|
| Maximum Deferred Sales Fees | --- |
| Actual Management Fee | 1.80% |
| Actual Mgmt. Expense Ratio (MER) | 2.13% |
| Load Type | No Load |
Morningstar Ratings
| Time Horizon | Star Rating | Tax-Adjusted Rating |
|---|---|---|
| Overall | 3 out of 5 Stars | A rating of 3Out of 2539 Funds |
| 3 Year | 3 out of 5 Stars | A rating of 3Out of 2539 Funds |
| 5 Year | 3 out of 5 Stars | A rating of 3Out of 2539 Funds |
| 10 Year | 2 out of 5 Stars | A rating of 2Out of 2539 Funds |
Past performance is no guarantee of future results. The ratings reflect historical risk-adjusted performance, and the overall rating is derived from a weight average of the fund's 3, 5, and 10 year (Morningstar Rating) metrics.
Style Box is calculated only using the long position holdings of the portfolio.
Management & Contact
Contact Information
TD Asset Management IncP.O. Box 100 66 Wellington Street West TD Bank Tower
Toronto ON Canada M5K 1G8
Tel: 800-588-8054
Fax: 866-782-3167
Portfolio Manager since May 01, 2019
Michael Craig