0P0001FAUJ.TO - TD Retirement Balanced Portfolio D Series

Toronto - Toronto Delayed Price. Currency in CAD

TD Retirement Balanced Portfolio D Series

TD Bank Tower

66 Wellington Street West

P.O. Box 100

800-588-8054

Management Information

,Lead Manager since April 30, 2019

Anna Castro joined TD Asset Management Inc. (TDAM) in 2008 and is a Senior Manager of the TD Global Opportunities funds. Previously, Anna was a member of the portfolio management and research teams of various investment strategies including Global Absolute Return, Core Canadian Equity, Value and Hedge fund mandates. She was a key contributor to the development of the fundamental equity research platform and was the lead equity analyst on the Consumer, Industrials and Real Estate sectors while assisting with covering the Banks.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A

Fund FamilyTD Asset Management Inc

Net Assets4.37B

YTD Return1.62%

Yield0.41%

Morningstar Rating★★★★

Inception DateSep 9, 2013

Fund Operations

Last Dividend0.05

Last Cap GainN/A

Holdings Turnover50.31%

Average for CategoryN/A

Fees & Expenses

Expense0P0001FAUJ.TOCategory Average

Annual Report Expense Ratio (net)0.00%N/A

Prospectus Net Expense Ratio0.00%N/A

Prospectus Gross Expense Ratio0.00%N/A

Max 12b1 FeeN/AN/A

Max Front End Sales LoadN/AN/A

Max Deferred Sales LoadN/AN/A

3 Yr Expense Projection0N/A

5 Yr Expense Projection0N/A

10 Yr Expense Projection0N/A