CAN Can Neutral Bal 100/100

Add To Portfolio
  • NAV / 1-Day Return
    21.16 / -0.00%
  • Investment Size
    327.6 Mil
  • TTM Yield
    0.00%
  • MER
    3.11%
  • Share Class Type
  • Minimum Initial Investment
    500
  • Category
    Canada Insurance Canadian Neutral Balanced
  • Investment Style
    Large Blend
  • Credit Quality / Interest Rate Sensitivity
    Medium/Extensive
  • Turnover
    11%
  • Risk Level
    Low to Medium
  • Inception Date
    Oct 05, 2009

Portfolio

Portfolio

Asset Allocation

Stock Style

Measures

Exposure

There is no data available.

Financial Metrics

Holdings

  • Current Portfolio Date
    Mar 31, 2025
  • Equity Holdings
    0
  • Bond Holdings
    0
  • Other Holdings
    2
  • % Assets in Top 10 Holdings
    100
  • Reported Turnover %
    11.44
Holdings
% Portfolio Weight
Market Value
Prospectus Net Expense Ratio
1-Year Return
Morningstar Rating
Analyst Rating
Total Assets
Morningstar Category
TD Greystone Balanced Fund 99.96 320,458,550 11.28
583.27 Mil Canada SA Canadian Neutral Balanced
Total Cash 0.06 194,260
Other Assets Or Liabilities -0.02 -68,951
Holdings as of Mar 31, 2025 | The top 2 largest holdings are available for display across Equity, Bond and Other.

Related

Recommended For You
The Advisor Toolkit
The Investor Success Project
© Copyright 2025 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy       Disclosures        Accessibility