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  • Fund Categories
    Canadian Equity Balanced
    (Canada)
  • YTD Change+13.90%
  • Avg. MER*1.67%

RISK RETURN ANALYSIS & FUND DETAILS

Select funds from the table below to display in the chart and click Go button. How do I read this chart?Tab to hear instructions on how to read the chart.
The Risk Return chart is a visual representation of where varying funds fall in a two-dimensional space described by standard deviation (risk) on the horizontal axis and return on the vertical axis. All other things being equal, funds that have higher returns and lower risk are more desirable and will be priced higher—the funds to the upper-left.

You can control three main things about this chart: the timeframe, the contents and what the circle size represents.

  • Choose from among the different timeframes (1 year, 3 year, etc.) across the top of the chart and the axes will adjust to show risk and return appropriately.

  • Use the “Highlight” list to choose the types of funds to show in the chart. The default choice, “None” will show all funds, but you can choose to focus on just TD Mutual Funds, Analysts’ Choice Funds, RRSP Eligible Funds and others.

  • The circles represent an attribute of the fund; by default the circles show the relative size of the Assets Under Management. You can also have the circle size represent relative Management Expense Ratios, Morningstar Ratings and others.
Select funds below to display in chart.
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RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaNRP500
NCM Income Growth Class - Series F
3 Stars3 Stars
1.66%
+44.12%
CanadaNRP501
NCM Income Growth Class Series A
3 Stars3 Stars
2.34%
+43.18%
CanadaNRP503
NCM Income Growth Class Series AA
3 Stars3 Stars
2.72%
+42.67%
CanadaAIM1577
Invesco Select Balanced Fund Series F
5 Stars5 Stars
0.90%
+40.54%
CanadaAIM1547
Invesco Income Growth Fund Series F
5 Stars5 Stars
0.90%
+40.26%
CanadaEDG5881
EdgePoint Cdn Gr & Inc Pt (non-HST) F(N)
4 Stars4 Stars
0.79%
+39.77%
CanadaEDG588
EdgePoint Cdn Growth & Income Port Sr F
4 Stars4 Stars
0.86%
+39.67%
CanadaAIM27060
Invesco Select Balanced D
4 Stars4 Stars
1.62%
+39.51%
CanadaAIM22560
Invesco Income Growth D
4 Stars4 Stars
1.49%
+39.36%
CanadaAIM1543
Invesco Income Growth SC
4 Stars4 Stars
1.84%
+38.92%
CanadaAIM3623
Invesco Select Balanced P
3 Stars3 Stars
2.15%
+38.74%
CanadaAIM23593
Invesco Income Growth P
4 Stars4 Stars
2.15%
+38.46%
CanadaAIM27071
Invesco Select Balanced T4
4 Stars4 Stars
2.35%
+38.46%
CanadaAIM27073
Invesco Select Balanced T4
4 Stars4 Stars
2.35%
+38.46%
CanadaAIM27075
Invesco Select Balanced T4
4 Stars4 Stars
2.35%
+38.46%
CanadaAIM27079
Invesco Select Balanced T4
4 Stars4 Stars
2.35%
+38.46%
CanadaAIM27081
Invesco Select Balanced T6
3 Stars3 Stars
2.34%
+38.38%
CanadaAIM27083
Invesco Select Balanced T6
3 Stars3 Stars
2.34%
+38.38%
CanadaAIM27085
Invesco Select Balanced T6
3 Stars3 Stars
2.34%
+38.38%
CanadaAIM27089
Invesco Select Balanced T6
3 Stars3 Stars
2.34%
+38.38%
CanadaEDG1881
EdgePoint Cdn Gr & Inc Pt (non-HST) A(N)
4 Stars4 Stars
1.85%
+38.30%
CanadaAIM22571
Invesco Income Growth T4
4 Stars4 Stars
2.31%
+38.23%
CanadaAIM22573
Invesco Income Growth T4
4 Stars4 Stars
2.31%
+38.23%
CanadaAIM22579
Invesco Income Growth T4
4 Stars4 Stars
2.31%
+38.23%
CanadaAIM1571
Invesco Select Balanced A
3 Stars3 Stars
2.56%
+38.17%
CanadaAIM1573
Invesco Select Balanced A
3 Stars3 Stars
2.56%
+38.17%
CanadaAIM1575
Invesco Select Balanced A
3 Stars3 Stars
2.56%
+38.17%
CanadaEDG188
EdgePoint Cdn Growth & Income Port Sr A
3 Stars3 Stars
2.01%
+38.09%
CanadaAIM22581
Invesco Income Growth T6
4 Stars4 Stars
2.42%
+38.09%
CanadaAIM22583
Invesco Income Growth T6
4 Stars4 Stars
2.42%
+38.09%
CanadaAIM22585
Invesco Income Growth T6
4 Stars4 Stars
2.42%
+38.09%
CanadaAIM22589
Invesco Income Growth T6
4 Stars4 Stars
2.42%
+38.09%
CanadaAIM22591
Invesco Income Growth T8
4 Stars4 Stars
2.49%
+38.01%
CanadaAIM22593
Invesco Income Growth T8
4 Stars4 Stars
2.49%
+38.01%
CanadaAIM22595
Invesco Income Growth T8
4 Stars4 Stars
2.49%
+38.01%
CanadaAIM22599
Invesco Income Growth T8
4 Stars4 Stars
2.49%
+38.01%
CanadaAIM1541
Invesco Income Growth A
4 Stars4 Stars
2.56%
+37.90%
CanadaAIM1545
Invesco Income Growth A
4 Stars4 Stars
2.56%
+37.90%
CanadaAIM6543
Invesco Income Growth A
4 Stars4 Stars
2.56%
+37.90%
CanadaTDB275
TD Dividend Income - S
4 Stars4 Stars
0.84%
+36.19%
CanadaTDB455
TD Dividend Income - F
4 Stars4 Stars
0.83%
+36.18%
CanadaTDB3476
TD Dividend Income - FT5
3 Stars3 Stars
0.82%
+36.17%
CanadaTDB2705
TD Dividend Income Class F
4 Stars4 Stars
0.82%
+36.09%
CanadaTDB3087
TD Dividend Income - D
4 Stars4 Stars
1.20%
+35.65%
CanadaPTL300
Portland Canadian Balanced Series A
4 Stars4 Stars
2.65%
+35.25%
CanadaTDB271
TD Dividend Income - H
3 Stars3 Stars
2.01%
+34.62%
CanadaTDB122
TD Dividend Income - A
3 Stars3 Stars
2.03%
+34.60%
CanadaTDB820
TD Dividend Income - A
3 Stars3 Stars
2.03%
+34.60%
CanadaTDB830
TD Dividend Income - A
3 Stars3 Stars
2.03%
+34.60%
CanadaTDB840
TD Dividend Income - A
3 Stars3 Stars
2.03%
+34.60%
CanadaTDB2924
TD Dividend Income - Prem
3 Stars3 Stars
1.99%
+34.60%
CanadaTDB272
TD Dividend Income - T
3 Stars3 Stars
2.03%
+34.59%
CanadaTDB273
TD Dividend Income - T
3 Stars3 Stars
2.03%
+34.59%
CanadaTDB274
TD Dividend Income - T
3 Stars3 Stars
2.03%
+34.59%
CanadaTDB476
TD Dividend Income - T
3 Stars3 Stars
2.03%
+34.59%
CanadaTDB627
TD Dividend Income - I
3 Stars3 Stars
2.03%
+34.55%
CanadaTDB2700
TD Dividend Income Class I
3 Stars3 Stars
2.05%
+34.45%
CanadaCCM5003
IA Clarington Inhance Monthly Income SRI Fund - Series F6
4 Stars4 Stars
1.05%
+32.75%
CanadaATL247
Renaissance Diversified Income
2 Stars2 Stars
2.12%
+32.17%
CanadaATL271
Renaissance Diversified Income
2 Stars2 Stars
2.12%
+32.17%
CanadaCIB522
CIBC Dividend Income
1 Star1 Star
2.02%
+31.21%
CanadaBNS110
Scotia Dividend Balanced Class D
3 Stars3 Stars
1.10%
+28.81%
CanadaNBC7525
Meritage Dynamic Growth Inc Port A/ISC
3 Stars3 Stars
2.36%
+28.49%
CanadaNBC7625
Meritage Dynamic Growth Inc Port A/ISC
3 Stars3 Stars
2.36%
+28.49%
CanadaNBC7515
Meritage Dynamic Growth Portfolio A/ISC
4 Stars4 Stars
2.37%
+27.82%
CanadaTML3890
Franklin Bissett Dividend Income Fund PF
3 Stars3 Stars
0.93%
+27.68%
CanadaBNS310
Scotia Dividend Balanced
3 Stars3 Stars
1.94%
+27.62%
CanadaTML233
Franklin Bissett Dividend Income Fund F
3 Stars3 Stars
1.15%
+27.38%
CanadaDJT07063
Desjardins Dividend Income D
2 Stars2 Stars
1.26%
+27.38%
CanadaIGI1273
IG Mackenzie Dividend Fund U
3 Stars3 Stars
0.87%
+27.38%
CanadaDJT00063
Desjardins Dividend Income A
1 Star1 Star
2.12%
+26.09%
CanadaTML294
Franklin Bissett Dividend Income T
2 Stars2 Stars
2.26%
+26.05%
CanadaTML295
Franklin Bissett Dividend Income T
2 Stars2 Stars
2.26%
+26.05%
CanadaIGI942
IG Mackenzie Mutual of Canada J DSC
3 Stars3 Stars
2.17%
+25.99%
CanadaMFC058
Mackenzie Cundill Cdn Balanced F
2 Stars2 Stars
0.94%
+25.99%
CanadaTML203
Franklin Bissett Dividend Income A
2 Stars2 Stars
2.27%
+25.98%
CanadaTML303
Franklin Bissett Dividend Income A
2 Stars2 Stars
2.27%
+25.98%
CanadaIGI1433
IG Mackenzie Dividend Class J DSC
2 Stars2 Stars
2.15%
+25.81%
CanadaIGI954
IG Mackenzie Dividend J DSC
2 Stars2 Stars
2.13%
+25.79%
CanadaIGI955
IG Mackenzie Dividend J NL
2 Stars2 Stars
2.13%
+25.79%
CanadaIGI277
IG Mackenzie Mutual of Canada A
3 Stars3 Stars
2.44%
+25.65%
CanadaIGI376
IG Mackenzie Dividend B
2 Stars2 Stars
2.40%
+25.46%
CanadaMFC4627
Mackenzie Cundill Cdn Balanced D
1 Star1 Star
1.37%
+25.45%
CanadaMFC4689
Mackenzie Cundill Cdn Balanced D U$
1 Star1 Star
1.37%
+25.45%
CanadaIGI283
IG Mackenzie Dividend A
2 Stars2 Stars
2.40%
+25.45%
CanadaATL2682
Axiom Canadian Growth Portfolio Class T4
2 Stars2 Stars
2.16%
+25.32%
CanadaATL2684
Axiom Canadian Growth Portfolio Class T4
2 Stars2 Stars
2.16%
+25.32%
CanadaATL989
Axiom Canadian Growth Portfolio
2 Stars2 Stars
2.25%
+25.22%
CanadaATL991
Axiom Canadian Growth Portfolio
2 Stars2 Stars
2.25%
+25.22%
CanadaIGI002
IG Mackenzie Mutual of Canada C
3 Stars3 Stars
2.85%
+25.14%
CanadaATL2685
Axiom Canadian Growth Portfolio Class T6
2 Stars2 Stars
2.28%
+25.11%
CanadaATL2687
Axiom Canadian Growth Portfolio Class T6
2 Stars2 Stars
2.28%
+25.11%
CanadaTDB407
TD Balanced Growth - F
5 Stars5 Stars
1.11%
+24.99%
CanadaIGI008
IG Mackenzie Dividend C
1 Star1 Star
2.81%
+24.94%
CanadaTDB3533
TD Balanced Growth - D
-1 Star
1.47%
+24.48%
CanadaELM8708
Empire Life Emblem Growth Portfolio T8
1 Star1 Star
2.40%
+24.45%
CanadaELM8778
Empire Life Emblem Growth Portfolio T8
1 Star1 Star
2.40%
+24.45%
CanadaELM8701
Empire Life Emblem Growth Portfolio A
1 Star1 Star
2.40%
+24.43%
CanadaELM8771
Empire Life Emblem Growth Portfolio A
1 Star1 Star
2.40%
+24.43%
CanadaELM8706
Empire Life Emblem Growth Portfolio T6
1 Star1 Star
2.40%
+24.43%
Show TD Mutual Funds FirstSelect AllGo

Canadian Equity Balanced

Funds in the Canadian Equity Balanced category must invest at least 70% of total assets in a combination of equity securities domiciled in Canada and Canadian dollar-denominated fixed income securities. In addition, they must invest greater than 60% but less than 90% of their total assets in equity securities.

FUND STRATEGIES

Data as of Sunday, Oct 31, 2021
The average amount that it costs to operate a fund on investors’ behalf. The Management Expense Ratio (MER) includes advisor fees, custodial fess, taxes, 12b-1 fees, and other operating expenses. This is an important measure, especially for those investors focusing on post-expense returns.
FUND STRATEGIES - Assets under Mgmt
Show TD Mutual Funds First
Name sortableMER sortable
CanadaEDG5881
EdgePoint Cdn Gr & Inc Pt (non-HST) F(N)
0.79%
CanadaTDB2705
TD Dividend Income Class F
0.82%
CanadaTDB3476
TD Dividend Income - FT5
0.82%
CanadaTDB455
TD Dividend Income - F
0.83%
CanadaTDB275
TD Dividend Income - S
0.84%
CanadaEDG588
EdgePoint Cdn Growth & Income Port Sr F
0.86%
CanadaIGI1273
IG Mackenzie Dividend Fund U
0.87%
CanadaAIM1547
Invesco Income Growth Fund Series F
0.90%
CanadaAIM1577
Invesco Select Balanced Fund Series F
0.90%
CanadaNBC3901
NBI Jarislowsky Fraser Select Bal E
0.91%