Data as of: Nov. 5, 2026
TBAL (TD Balanced ETF Portfolio) is an Asset Allocation ETF from TD, listed on the TSX. It holds 60% stocks / 40% bonds. The fund has a management expense ratio (MER) of 0.17% and monthly distributions.
| Period | Return |
|---|---|
| 1 Month | -0.30% |
| 3 Months | 0.28% |
| 6 Months | 4.30% |
| YTD | — |
| 1 Year | 8.52% |
| 3 Years | 56.15% |
| 5 Years | 49.96% |
| 10 Years | — |
| Since Inception | 71.46% |
| Period | Return |
|---|---|
| 1 Year | 8.52% |
| 2 Years | 12.51% |
| 3 Years | 16.07% |
| 5 Years | 8.46% |
| 10 Years | — |
| Since Inception | 9.24% |
Annualized returns represent the average annual return over the period.
TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.
| # | Name | Ticker | Weight |
|---|---|---|---|
|
1
|
C
Canada Government 2.75% 01-Se…
Government Bonds
|
— |
26.27%
|
|
2
|
Q
Quebec Province 4.40% 01-Dec-…
Corporate Bonds
|
Q |
2.47%
|
|
3
|
A
Apple Inc
Technology
|
AAPL |
1.88%
|
|
4
|
N
NVIDIA Corp
Technology
|
NVDA |
1.81%
|
|
5
|
R
Royal Bank of Canada
Financials
|
— |
1.54%
|
|
6
|
M
Microsoft Corp
Technology
|
MSF |
1.46%
|
|
7
|
A
Alphabet Inc
Communication Services
|
ABEA |
1.16%
|
|
8
|
T
Toronto-Dominion Bank
Financials
|
— |
1.12%
|
|
9
|
S
Shopify Inc
Technology
|
SHOP |
1.01%
|
|
10
|
A
Amazon.com Inc
Consumer Discretionary
|
AMZ |
0.88%
|
|
11
|
B
Bank of Montreal
Financials
|
— |
0.66%
|
|
12
|
B
Bank of Nova Scotia
Financials
|
— |
0.63%
|
|
13
|
C
Canadian Natural Resources Ltd
Energy
|
CNQ |
0.62%
|
|
14
|
E
Enbridge Inc
Energy
|
EN3 |
0.59%
|
|
15
|
C
Canadian Imperial Bank of Com…
Financials
|
— |
0.59%
|
Showing top 15 holdings