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TD Comfort Growth Portfolio - Investor Series

Global Equity Balanced

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
(05-30-2025)
$26.94
Change
-$0.09 (-0.33%)

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$9,000$11,000$12,000$13,000$14,000Period

Legend

TD Comfort Growth Portfolio - Investor Series

Compare Options


Fund Returns

Inception Return (December 08, 2008): 7.61%

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 -1.55% -5.14% 0.63% -2.18% 9.65% 9.63% 8.19% 6.41% 8.70% 6.27% 6.16% 5.49% 6.36% 5.44%
Benchmark -2.54% -5.91% 0.78% -2.84% 11.49% 12.43% 10.67% 6.78% 9.16% 7.82% 7.95% 7.59% 8.99% 8.19%
Category Average -1.92% -5.08% 0.21% -1.93% 8.87% 9.22% 7.36% 4.70% 7.93% 5.91% 5.80% 5.41% 6.28% 5.36%
Category Rank 345 / 1,311 669 / 1,310 581 / 1,309 785 / 1,310 610 / 1,289 598 / 1,216 477 / 1,192 271 / 1,068 380 / 1,010 465 / 985 422 / 857 431 / 770 419 / 726 361 / 595
Quartile Ranking 2 3 2 3 2 2 2 2 2 2 2 3 3 3

Monthly Return

Created with Highcharts 10.3.3-4%-2%0%2%4%6%
Monthly Return
Return % May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Fund 2.68% 0.78% 3.20% 0.63% 1.64% -0.23% 3.96% -1.05% 3.12% -0.58% -3.08% -1.55%
Benchmark 2.36% 2.01% 3.06% -0.02% 2.38% 0.42% 3.57% 0.16% 3.26% -0.48% -3.00% -2.54%

Best Monthly Return Since Inception

7.94% (March 2009)

Worst Monthly Return Since Inception

-10.20% (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 2.47% 8.06% 7.25% -6.11% 14.63% 4.18% 15.42% -10.20% 12.40% 17.05%
Benchmark 17.03% 3.66% 11.99% 0.72% 16.29% 12.17% 11.33% -12.03% 15.07% 21.57%
Category Average 4.87% 4.92% 9.31% -5.49% 15.12% 8.09% 12.42% -11.85% 11.42% 15.99%
Quartile Ranking 4 1 4 3 3 4 1 2 2 2
Category Rank 504/ 582 93/ 671 644/ 757 594/ 830 593/ 922 854/ 1,007 178/ 1,056 401/ 1,153 410/ 1,202 627/ 1,285

Best Calendar Return (Last 10 years)

17.05% (2024)

Worst Calendar Return (Last 10 years)

-10.20% (2022)

Asset Allocation

Asset Allocation
Name Percent
US Equity 34.69
International Equity 23.20
Canadian Equity 19.51
Canadian Government Bonds 5.92
Canadian Corporate Bonds 5.75
Other 10.93

Sector Allocation

Sector Allocation
Name Percent
Financial Services 17.25
Fixed Income 16.75
Technology 16.22
Consumer Services 8.97
Healthcare 6.92
Other 33.89

Geographic Allocation

Geographic Allocation
Name Percent
North America 75.68
Europe 12.43
Asia 10.16
Latin America 1.00
Africa and Middle East 0.39
Other 0.34

Top Holdings

Top Holdings
Name Percent
TD Global Capital Reinvestment Fund - Inv 15.73
TD Global Low Volatility Fund - Series O 13.26
TD Canadian Core Plus Bond Fund - Investor Series 12.23
TD Canadian Equity Fund - Inv 11.41
TD U.S. Dividend Growth Fund - O Series 11.06
TD Dividend Growth Fund - Investor Series 8.71
TD International Equity Fund - Investor Series 6.64
TD Global Income Fund - O Series 5.19
TD Global Technology Leaders Index ETF (TEC) 5.05
TD U.S. Disciplined Equity Alpha Fund - Inv 3.78

Equity Style

Market capitalization is large. Equity style is growth.

Fixed Income Style

Average Duration: M. Average Credit Quality: M.
Period: 

Risk vs Return (3 Yr)

Created with Highcharts 10.3.3Risk (Annualized Standard Deviation)ReturnMedian DeviationMedian Return678910111213141516171819-5%0%5%10%15%

TD Comfort Growth Portfolio - Investor Series

Median

Other - Global Equity Balanced

3 Yr Annualized

Standard Deviation 10.20% 9.58% 9.19%
Beta 1.00% 0.97% 0.93%
Alpha -0.02% 0.00% -0.02%
Rsquared 0.96% 0.93% 0.86%
Sharpe 0.44% 0.67% 0.44%
Sortino 0.85% 0.97% 0.42%
Treynor 0.04% 0.07% 0.04%
Tax Efficiency 96.65% 96.47% 90.63%
Volatility Volatility rating is 5 on a scale of 1 to 10 Volatility rating is 5 on a scale of 1 to 10 Volatility rating is 4 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 7.56% 10.20% 9.58% 9.19%
Beta 0.94% 1.00% 0.97% 0.93%
Alpha -0.01% -0.02% 0.00% -0.02%
Rsquared 0.90% 0.96% 0.93% 0.86%
Sharpe 0.77% 0.44% 0.67% 0.44%
Sortino 1.58% 0.85% 0.97% 0.42%
Treynor 0.06% 0.04% 0.07% 0.04%
Tax Efficiency 97.86% 96.65% 96.47% 90.63%

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A63.463.449.349.30%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: A64.264.250.350.30%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: A65.265.248.448.40%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: A62.562.550.050.00%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.

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) $4,953

Fund Codes

FundServ Code Load Code Sales Status
TDB888

Investment Objectives

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 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
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 2.13%
Management Fee 1.80%
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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