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TD Comfort Aggressive Growth Portfolio - Investor Series

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Global Equity

FundGrade C Click for more information on Fundata’s FundGrade

FundGrade C

Click for more information on Fundata’s FundGrade.

Fundata ESG GradeC Click for more information on Fundata’s ESG Grade

Fundata ESG Grade C

Click for more information on Fundata’s ESG Grade.

NAVPS
(05-27-2025) 		$33.84
Change
$0.47 (1.41%)

As at April 30, 2025

As at April 30, 2025

As at April 30, 2025

Period
Created with Highcharts 10.3.3Jan 2009Jan 20…Jan 2010Jan 2011Jan 2012Jan 2013Jan 2014Jan 2015Jan 2016Jan 2017Jan 2018Jan 2019Jan 2020Jan 2021Jan 2022Jan 2023Jan 2024Jan 2025Jul 2022Oct 2022Apr 2023Jul 2023Oct 2023Apr 2024Jul 2024Oct 2024Apr 2025Jan 2010Jan 2012Jan 2014Jan 2016Jan 2018Jan 2020Jan 2022Jan 2024$10,000$20,000$30,000$40,000$0$50,000$9,000$11,000$12,000$13,000$14,000$15,000Period

Legend

TD Comfort Aggressive Growth Portfolio - Investor Series

Compare Options

Fund Returns

Inception Return (December 08, 2008): 8.56%

Fund Returns
Row Heading Return Annualized Return
1 Mth 3 Mth 6 Mth YTD 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10 Yr
Fund -1.62% -6.07% 0.50% -2.78% 10.42% 11.04% 9.43% 7.93% 10.67% 7.41% 7.19% 6.47% 7.54% 6.41%
Benchmark -2.97% -7.99% 0.02% -4.37% 12.05% 15.36% 12.95% 8.94% 12.87% 10.21% 10.09% 9.79% 11.46% 10.10%
Category Average -2.36% -7.61% -0.68% -3.44% 8.76% 11.25% 9.41% 5.89% 10.36% 7.80% 7.70% 7.48% 8.67% 7.40%
Category Rank 428 / 2,116 552 / 2,104 644 / 2,093 664 / 2,102 733 / 2,032 1,008 / 1,908 959 / 1,773 438 / 1,618 681 / 1,483 899 / 1,425 826 / 1,229 784 / 1,077 715 / 928 625 / 799
Quartile Ranking 1 2 2 2 2 3 3 2 2 3 3 3 4 4

Monthly Return

Created with Highcharts 10.3.3-6%-4%-2%0%2%4%6%
Monthly Return
Return % May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Fund 2.98% 0.70% 3.44% 0.70% 1.75% -0.03% 4.56% -1.13% 3.50% -0.93% -3.62% -1.62%
Benchmark 3.15% 2.29% 2.79% 0.04% 2.54% 0.69% 4.44% 0.14% 3.94% -1.04% -4.18% -2.97%

Best Monthly Return Since Inception

9.27% (March 2009)

Worst Monthly Return Since Inception

-11.29% (March 2020)

Calendar Return (%)

Created with Highcharts 10.3.3-20%-10%0%10%20%30%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund 2.45% 9.72% 8.75% -7.48% 16.45% 3.18% 19.63% -9.55% 13.66% 20.21%
Benchmark 16.88% 5.18% 16.29% -1.79% 21.41% 13.15% 17.62% -12.64% 19.37% 26.84%
Category Average 8.98% 3.86% 14.23% -5.38% 19.94% 11.73% 16.21% -13.86% 15.08% 20.13%
Quartile Ranking 4 1 4 3 4 4 2 2 3 3
Category Rank 657/ 764 93/ 889 886/ 1,043 890/ 1,190 1,065/ 1,385 1,227/ 1,467 432/ 1,584 479/ 1,736 1,167/ 1,884 1,115/ 2,001

Best Calendar Return (Last 10 years)

20.21% (2024)

Worst Calendar Return (Last 10 years)

-9.55% (2022)

Asset Allocation

Asset Allocation
Name Percent
US Equity 42.47
International Equity 27.37
Canadian Equity 25.80
Cash and Equivalents 3.15
Income Trust Units 0.61
Other 0.60

Sector Allocation

Sector Allocation
Name Percent
Financial Services 22.04
Technology 19.95
Consumer Services 10.97
Healthcare 8.24
Consumer Goods 6.97
Other 31.83

Geographic Allocation

Geographic Allocation
Name Percent
North America 72.01
Europe 14.14
Asia 11.88
Latin America 1.30
Africa and Middle East 0.46
Other 0.21

Top Holdings

Top Holdings
Name Percent
TD Global Capital Reinvestment Fund - Inv 17.63
TD Global Low Volatility Fund - Series O 15.20
TD U.S. Dividend Growth Fund - O Series 14.80
TD Dividend Growth Fund - Investor Series 13.44
TD Canadian Equity Fund - Inv 13.41
TD International Equity Fund - Investor Series 9.63
TD Global Technology Leaders Index ETF (TEC) 6.21
TD U.S. Disciplined Equity Alpha Fund - Inv 4.78
TD International Equity Focused Fund - O 2.46
TD Canadian Money Market Fund - Inv 1.08

Equity Style

Market capitalization is large. Equity style is growth.

Fixed Income Style

Fixed income style data not available
Period: 

Risk vs Return (3 Yr)

Created with Highcharts 10.3.3Risk (Annualized Standard Deviation)ReturnMedian DeviationMedian Return681012141618202224-20%-10%0%10%20%30%

TD Comfort Aggressive Growth Portfolio - Investor Series

Median

Other - Global Equity

3 Yr Annualized

Standard Deviation 11.25% 10.66% 10.50%
Beta 0.90% 0.87% 0.84%
Alpha -0.02% -0.01% -0.02%
Rsquared 0.96% 0.94% 0.90%
Sharpe 0.51% 0.78% 0.48%
Sortino 0.96% 1.20% 0.52%
Treynor 0.06% 0.10% 0.06%
Tax Efficiency 98.79% 98.43% 94.13%
Volatility Volatility rating is 5 on a scale of 1 to 10 Volatility rating is 6 on a scale of 1 to 10 Volatility rating is 5 on a scale of 1 to 10

Risk Rating

Rating 5 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 8.54% 11.25% 10.66% 10.50%
Beta 0.86% 0.90% 0.87% 0.84%
Alpha 0.00% -0.02% -0.01% -0.02%
Rsquared 0.90% 0.96% 0.94% 0.90%
Sharpe 0.77% 0.51% 0.78% 0.48%
Sortino 1.56% 0.96% 1.20% 0.52%
Treynor 0.08% 0.06% 0.10% 0.06%
Tax Efficiency 100.00% 98.79% 98.43% 94.13%

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A67.6​67.658.3​58.30%10%20%30%40%50%60%70%80%90%100%

The E, S, and G scores are averaged for each security in the portfolio, to arrive at an ESG score for each security. We take the portfolio weighted average of the ESG scores for each fund and rank them against their peers to arrive at the Fundata ESG Score from 0-100.

Fundata E Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A68.3​68.359.5​59.50%10%20%30%40%50%60%70%80%90%100%

Three scores under the Environment bucket are averaged to yield the Fundata Environment Score for each fund from 0-100: (1) Pollution Prevention, (2) Environmental Transparency, (3) Resource Efficiency.

Fundata S Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A67.2​67.257.7​57.70%10%20%30%40%50%60%70%80%90%100%

Six scores under the Social bucket are averaged to yield the Fundata Social Score for each fund from 0-100. (1) Compensation and Satisfaction, (2) Diversity and Rights, (3) Education and Work Conditions, (4) Community and Charity, (5) Human Rights, (6) Sustainability Integration.

Fundata G Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A64.9​64.956.6​56.60%10%20%30%40%50%60%70%80%90%100%

Three scores under the governance bucket are averaged to yield the Fundata Governance Score for each fund from 0-100: (1) Board Effectiveness, (2) Management Ethics, (3) Disclosure and Accountability.

Powered by OWL Analytics. For more information, please contact Fundata Canada.

View the full methodology

Fund Details

Start Date December 08, 2008
Instrument Type Mutual Fund (Wrap Program)
Share Class Commission Based Advice
Legal Status Trust
Sales Status Open
Currency CAD
Distribution Frequency Quarterly
Assets ($mil) $2,815

Fund Codes

FundServ Code Load Code Sales Status
TDB889

Investment Objectives

The fundamental investment objective is to seek to generate long-term capital growth. 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. The fundamental investment objective may only be changed with the approval of a majority of unitholders, given at a meeting called for that purpose.

Investment Strategy

The portfolio adviser invests the majority of the Fund’s assets in Securities of TD Mutual Funds, with an emphasis on mutual funds investing in equities for potential long-term capital growth. The portfolio adviser may also invest in exchange-traded funds, guaranteed investment certificates, money market instruments, bonds issued by the Canadian federal or provincial governments, corporate bonds, strip bonds and other income-generating securities.

Portfolio Management

Portfolio Manager

TD Asset Management Inc.

  • Michael Craig
  • Amol Sodhi
Sub-Advisor

-

Management and Organization

Fund Manager

TD Asset Management Inc.
Custodian

CIBC Mellon Trust Company
Registrar

The Toronto-Dominion Bank
Distributor

TD Investment Services Inc

Investment Minimums

RSP Eligible Yes
PAC Allowed Yes
PAC Initial Investment -
PAC Subsequent -
SWP Allowed Yes
SWP Min Balance 1,000
SWP Min Withdrawal 100

Fees

MER 2.23%
Management Fee 1.90%
Load No Load
FE Max -
DSC Max -
Trailer Fee Max (FE) -
Trailer Fee Max (DSC) -
Trailer Fee Max (NL) 0.75%
Trailer Fee Max (LL) -

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