Morningstar

TD Comfort Aggressive Growth Port - D

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
N/A
N/A
N/A
N/A
N/A
3.73
20.24
-8.91
14.60
21.26
4.41
Category
11.85
3.32
13.58
-4.46
19.34
12.46
16.27
-14.08
16.19
21.92
4.01
Index
18.09
5.07
16.34
-1.17
20.52
14.59
17.27
-11.94
18.85
27.41
5.49
Quartile Rank
—
—
—
—
—
Quartile Rank is third
Quartile Rank is first
Quartile Rank is second
Quartile Rank is third
Quartile Rank is third
Quartile Rank is second
Percentile Rank
—
—
—
—
—
75
23
27
52
51
43
# of Invest. in Cat.
1,302
1,334
1,525
1,721
2,086
2,041
1,857
1,918
1,920
1,785
1,218
Category Name
—
—
—
—
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity

Price

Cost Illustration (10k; 5% Return; CAD)

Fees 1-Yr 5-Yr 10-Yr
MER 143 765 1,676
MER (Management Expense Ratio) as of Dec 31, 2024. The fees illustrated above do not reflect any additional account-related fees and charges.

Selected Option

FundServ Code Load Type
TDB3542 No Sales or Redemp Charge

Alternative Options

FundServ Code Load Type
— —

Sustainability

ESG Risk Rating

3/5

Corporate Sustainability Score
20.23 20.13
Sovereign Sustainability Score
11.71 11.71
Low Carbon Designation

No Designation

Carbon Risk Score
7.94

Strategy

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.

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 Comfort Aggressive Growth Port - D
TD Comfort Aggressive Growth Port - D
TDB3542
Jan 15, 2019
109.93 Mil
—
—
—
100.00
—
—
—
TD Comfort Aggressive Growth Port - F
TD Comfort Aggressive Growth Port - F
TDB2446
Aug 16, 2018
32.22 Mil
—
—
—
500.00
—
—
—
TD Comfort Aggressive Growth Port - I
TD Comfort Aggressive Growth Port - I
TDB889
Dec 08, 2008
2.84 Bil
—
—
—
100.00
—
—
—

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