TD CONSERVATIVE ETF PORTFOLIO UNITTD CONSERVATIVE ETF PORTFOLIO UNITTD CONSERVATIVE ETF PORTFOLIO UNIT

TD CONSERVATIVE ETF PORTFOLIO UNIT

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Key stats

Assets under management (AUM)
‪30.83 M‬CAD
Fund flows (1Y)
‪19.93 M‬CAD
Dividend yield (indicated)
3.39%
Discount/Premium to NAV
−0.1%

About TD CONSERVATIVE ETF PORTFOLIO UNIT

Issuer
The Toronto-Dominion Bank
Brand
TD
Expense ratio
0.29%
Home page
Inception date
Aug 11, 2020
Index tracked
No Underlying Index
Management style
Active
The fund actively manages a portfolio of equity and fixed income ETFs. The fund targets a global allocation of 30% equity and 70% fixed income securities. In selecting these securities, the portfolio will emphasize income-generating potential. TOCC may contain ETFs managed by TD Asset Management Inc. (TDAM), as well as invest in other income-producing securities directly, and may use derivatives to achieve its intended exposure. TOCC is a part of TDAMs asset allocation suite, sibling fund TOCA is 90% invested in equities while TOCM is 60% invested in equities.

Classification

Asset Class
Asset allocation
Category
Asset allocation
Focus
Target risk
Niche
Conservative
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Bonds, Cash & Other100.00%
ETF99.90%
Cash0.10%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy