Morningstar

TD Balanced ETF Portfolio TBAL

Morningstar Medalist Rating
Medalist Rating as of

Morningstar’s Analysis TBAL

Will TBAL outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TBAL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TBAL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TBAL’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

TD Balanced ETF Portfolio holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings TBAL

More TBAL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TD Canadian Aggregate Bond Index ETF

39.79 156M
—

TD U.S. Equity Index ETF

25.61 101M
—

TD Canadian Equity Index ETF

19.54 77M
—

TD International Equity Index ETF

14.90 59M
—

Other Assets

0.14 561,052
—

Cash And Short-Term

0.00 16,096
Cash and Equivalents

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