TD Monthly Income - I

Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
-3.84
14.86
6.68
-6.87
14.06
1.94
17.73
-7.70
6.71
13.75
5.63
Category
-0.11
7.87
6.03
-4.26
12.91
5.96
12.18
-8.26
8.45
12.78
5.06
Index
1.83
8.40
6.61
-1.85
14.21
8.72
9.76
-9.08
10.64
14.07
5.27
Quartile Rank
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is second
Percentile Rank
87
3
39
88
31
89
2
39
85
21
28
# of Invest. in Cat.
591
592
611
665
607
595
439
347
393
395
226
Category Name
CA119 Canada Fund Canadian Neutral Balanced
CA119 Canada Fund Canadian Neutral Balanced
CA119 Canada Fund Canadian Neutral Balanced
CA119 Canada Fund Canadian Neutral Balanced
CA119 Canada Fund Canadian Neutral Balanced
CA119 Canada Fund Canadian Neutral Balanced
CA119 Canada Fund Canadian Neutral Balanced
CA119 Canada Fund Canadian Neutral Balanced
CA119 Canada Fund Canadian Neutral Balanced
CA119 Canada Fund Canadian Neutral Balanced
CA119 Canada Fund Canadian Neutral Balanced

Price

Cost Illustration

Selected Option

Alternative Options

Sustainability

ESG Risk Rating

3/5

Corporate Sustainability Score
20.48 19.98
Sovereign Sustainability Score
11.64 11.70
Low Carbon Designation

No Designation

Carbon Risk Score
10.97

Strategy

The fundamental investment objective is to seek to provide a consistent level of monthly income with capital appreciation as a secondary objective, by investing primarily in income producing securities.

Related Investments

Investment Name
Ticker
Inception
Net Assets
Front Load %
Deferred Load %
Expense Ratio %
Minimum Initial Purchase
12b-1 Actual
Purchase Constraint
Shareclass Attributes
TD Monthly Income - A
TD Monthly Income - A
TDB831
Nov 12, 2002
582.60 Mil
500.00
TD Monthly Income - D
TD Monthly Income - D
TDB3085
Oct 20, 2015
709.01 Mil
100.00
TD Monthly Income - F
TD Monthly Income - F
TDB452
Nov 01, 2005
779.82 Mil
500.00
TD Monthly Income - FT5
TD Monthly Income - FT5
TDB3477
Aug 16, 2018
14.04 Mil
5.00 k
TD Monthly Income - FT8
TD Monthly Income - FT8
TDB399
Jan 09, 2006
24.31 Mil
5.00 k
TD Monthly Income - H8
TD Monthly Income - H8
TDB398
Jan 09, 2006
21.48 Mil
5.00 k
TD Monthly Income - I
TD Monthly Income - I
TDB622
Jun 29, 1998
5.62 Bil
100.00
TD Monthly Income - T8
TD Monthly Income - T8
TDB396
Jan 09, 2006
34.79 Mil
5.00 k

© Morningstar 2025. All Rights Reserved. The data and analyses herein do not constitute investment advice; is provided solely for informational purposes; is not an offer to buy/sell a security; and is not warranted to be correct, complete, or accurate. Morningstar is not responsible for any trading decisions, damages or losses resulting from, or related to, the data and analyses or their use. Financial Professionals: This report may not meet all applicable presentation and/or disclosure standards to which you are subject to by a regulator and may need to be supplemented with another report or additional data and/or disclosures. Review carefully before sharing this report and contact your Compliance team with any questions. The ESG-related information, methodologies, tool, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.