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  • Fund Categories
    Canadian Fixed Income Balanced
    (Canada)
  • YTD Change+0.73%
  • Avg. MER*1.25%

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
CanadaRBF5725
RBC Select Choices Conservative Portfolio F
5 Stars5 out of 5 Stars
1.13%
+10.39%
CanadaRBF566
RBC Select Choices Conservative Port A
4 Stars4 out of 5 Stars
1.95%
+9.49%
CanadaCIB222
CIBC Smart Balanced Income Solution Series F
5 Stars5 out of 5 Stars
0.55%
+9.29%
CanadaRBF662
RBC Managed Payout Solution-Enhanced F
5 Stars5 out of 5 Stars
0.79%
+9.23%
CanadaCIB200
CIBC Managed Income Plus Portfolio - Class F
5 Stars5 out of 5 Stars
0.97%
+9.23%
CanadaFID1868
Fidelity Bal Inc Ccy Netrl Priv Pool F8
5 Stars5 out of 5 Stars
0.87%
+9.03%
CanadaFID1768
Fidelity Bal Inc Ccy Netrl Priv Pool F5
5 Stars5 out of 5 Stars
0.89%
+9.01%
CanadaFID1668
Fidelity Bal Inc Ccy Netrl Priv Pool F
5 Stars5 out of 5 Stars
0.89%
+9.01%
CanadaFID9719
Fidelity Balanced Income Priv Pool F5
5 Stars5 out of 5 Stars
0.84%
+8.79%
CanadaFID9819
Fidelity Balanced Income Priv Pool F8
5 Stars5 out of 5 Stars
0.85%
+8.78%
CanadaFID9619
Fidelity Balanced Income Priv Pool F
5 Stars5 out of 5 Stars
0.85%
+8.77%
CanadaTDB3175
TD Managed Income ETF D
4 Stars4 out of 5 Stars
0.63%
+8.70%
CanadaTDB3557
TD Managed Income ETF Portfolio F
4 Stars4 out of 5 Stars
0.49%
+8.65%
CanadaRBF582
RBC Managed Payout Solution-Enhanced A
5 Stars5 out of 5 Stars
1.83%
+8.21%
CanadaTDB2442
TD Comfort Balanced Income Portfolio F Series
4 Stars4 out of 5 Stars
0.78%
+8.11%
CanadaTDB3538
TD Comfort Balanced Income Portfolio - D
3 Stars3 out of 5 Stars
1.01%
+8.05%
CanadaCIB270
CIBC Managed Income Portfolio - Class F USD
5 Stars5 out of 5 Stars
0.77%
+7.92%
CanadaRBF661
RBC Managed Payout Solution F
5 Stars5 out of 5 Stars
0.74%
+7.91%
CanadaCIB832
CIBC Managed Income Plus Portfolio
4 Stars4 out of 5 Stars
2.19%
+7.87%
CanadaMMF664
Manulife Simplicity Moderate Portfolio Series F
5 Stars5 out of 5 Stars
1.18%
+7.83%
CanadaDYN3968
Dynamic Premium Bond Private Pool Class FT
3 Stars3 out of 5 Stars
0.77%
+7.82%
CanadaDYN3966
Dynamic Premium Bond Private Pool Class F
3 Stars3 out of 5 Stars
0.79%
+7.79%
CanadaDYN3963
Dynamic Premium Bond Private Pool F
3 Stars3 out of 5 Stars
0.77%
+7.74%
CanadaFID768
Fidelity Bal Income Private Pool Cl S5
4 Stars4 out of 5 Stars
1.95%
+7.58%
CanadaFID766
Fidelity Bal Income Private Pool Cl B U$
4 Stars4 out of 5 Stars
1.97%
+7.56%
CanadaFID9019
Fidelity Bal Income Private Pool Cl B
4 Stars4 out of 5 Stars
1.97%
+7.56%
CanadaTDB3302
TD Managed Income Portfolio W-Series
3 Stars3 out of 5 Stars
0.51%
+7.55%
CanadaTDB3523
TD Mgd Income Portfolio W
3 Stars3 out of 5 Stars
0.51%
+7.55%
CanadaBMO36701
BMO Income ETF Portfolio F6
3 Stars3 out of 5 Stars
0.55%
+7.54%
CanadaBMO95701
BMO Income ETF Portfolio F
3 Stars3 out of 5 Stars
0.56%
+7.53%
CanadaTDB3303
TD Mgd Income Portfolio WT5
3 Stars3 out of 5 Stars
0.51%
+7.49%
CanadaTDB3517
TD Mgd Income Portfolio WT8
3 Stars3 out of 5 Stars
0.52%
+7.47%
CanadaBNS546
Scotia Partners Balanced Income Portfolio Series F
4 Stars4 out of 5 Stars
1.05%
+7.43%
CanadaBNS540
Scotia Selected Balanced Income Portfolio Series F
4 Stars4 out of 5 Stars
0.76%
+7.41%
CanadaCIB203
CIBC Managed Income Portfolio - Class F
4 Stars4 out of 5 Stars
0.61%
+7.39%
CanadaTDB3131
TD Mgd Income Portfolio F
3 Stars3 out of 5 Stars
0.71%
+7.31%
CanadaTDB3522
TD Mgd Income Portfolio F
3 Stars3 out of 5 Stars
0.71%
+7.31%
CanadaTDB2441
TD Comfort Conservative Income Portfolio F Series
3 Stars3 out of 5 Stars
0.56%
+7.31%
CanadaTDB3132
TD Mgd Income Portfolio FT5
3 Stars3 out of 5 Stars
0.71%
+7.29%
CanadaTDB3516
TD Mgd Income Portfolio FT8
3 Stars3 out of 5 Stars
0.69%
+7.27%
CanadaTDB3543
TD Mgd Income Portfolio D
3 Stars3 out of 5 Stars
0.89%
+7.17%
CanadaTDB3537
TD Comfort Conservative Income D
3 Stars3 out of 5 Stars
0.79%
+7.16%
CanadaATL981
Axiom Balanced Income Portfolio Class F
4 Stars4 out of 5 Stars
0.93%
+7.15%
CanadaATL815
Axiom Balanced Income Portfolio Class FT6
3 Stars3 out of 5 Stars
0.93%
+7.12%
CanadaTDB885
TD Comfort Balanced Income Portfolio - I
3 Stars3 out of 5 Stars
1.75%
+7.09%
CanadaPCA325
SEI Income 40/60 Class F
4 Stars4 out of 5 Stars
0.58%
+7.02%
CanadaRBF664
RBC Select Very Conservative Portfolio F
4 Stars4 out of 5 Stars
0.86%
+6.99%
CanadaRBF5664
RBC Select Very Conservative Portfolio FT5
4 Stars4 out of 5 Stars
0.86%
+6.98%
CanadaRBF581
RBC Managed Payout Solution A
4 Stars4 out of 5 Stars
1.63%
+6.96%
CanadaCIB212
CIBC Smart Income Solution Series F
3 Stars3 out of 5 Stars
0.53%
+6.85%
CanadaNBC7712
Meritage Moderate Investment Portfolio F
4 Stars4 out of 5 Stars
1.08%
+6.85%
CanadaTDB850
TD Mgd Idx Inc Port - e
3 Stars3 out of 5 Stars
1.16%
+6.83%
CanadaMMF464
Manulife Simplicity Moderate Adv
4 Stars4 out of 5 Stars
2.14%
+6.79%
CanadaMMF564
Manulife Simplicity Moderate Adv
4 Stars4 out of 5 Stars
2.14%
+6.79%
CanadaBNS51330
Scotia INNOVA Income Portfolio Class Series F
-1 out of 5 Stars
0.83%
+6.78%
CanadaCIB850
CIBC Managed Income Portfolio U$
5 Stars5 out of 5 Stars
1.90%
+6.74%
CanadaBNS5338
Scotia Selected Income Portfolio Series F
-1 out of 5 Stars
0.64%
+6.65%
CanadaATL051
Renaissance Optimal Income Portfolio Class F
4 Stars4 out of 5 Stars
0.84%
+6.38%
CanadaATL1038
Renaissance Optimal Income Portfolio Class FT6
4 Stars4 out of 5 Stars
0.85%
+6.37%
CanadaTDB300
TD Mgd Idx Inc Port - I
3 Stars3 out of 5 Stars
1.49%
+6.37%
CanadaTDB170
TD Mgd Income Portfolio P
3 Stars3 out of 5 Stars
1.60%
+6.35%
CanadaBMO32707
BMO Income ETF Portfolio T6
2 Stars2 out of 5 Stars
1.67%
+6.35%
CanadaBMO33707
BMO Income ETF Portfolio T6
2 Stars2 out of 5 Stars
1.67%
+6.35%
CanadaBMO34707
BMO Income ETF Portfolio T6
2 Stars2 out of 5 Stars
1.67%
+6.35%
CanadaBMO70707
BMO Income ETF Portfolio T6
2 Stars2 out of 5 Stars
1.67%
+6.35%
CanadaBMO70701
BMO Income ETF Portfolio A
2 Stars2 out of 5 Stars
1.67%
+6.35%
CanadaBMO97701
BMO Income ETF Portfolio Advisor
2 Stars2 out of 5 Stars
1.67%
+6.34%
CanadaBMO98701
BMO Income ETF Portfolio Advisor
2 Stars2 out of 5 Stars
1.67%
+6.34%
CanadaBMO99701
BMO Income ETF Portfolio Advisor
2 Stars2 out of 5 Stars
1.67%
+6.34%
CanadaDYN2433
DynamicEdge Defensive Portfolio Series F
3 Stars3 out of 5 Stars
0.99%
+6.33%
CanadaGOC803
Canoe Enhanced Income F
5 Stars5 out of 5 Stars
1.09%
+6.27%
CanadaCCM5018
IA Clarington Inhance Moderate SRI Portfolio - Series F6
3 Stars3 out of 5 Stars
1.01%
+6.26%
CanadaBMO22720
BMO Monthly Dividend Ltd F
3 Stars3 out of 5 Stars
0.71%
+6.25%
CanadaTDB616
TD Mgd Income Portfolio K5
3 Stars3 out of 5 Stars
1.60%
+6.24%
CanadaBNS346
Scotia Partners Balanced Income Port A
3 Stars3 out of 5 Stars
2.15%
+6.23%
CanadaBNS340
Scotia Selected Balanced Income A
3 Stars3 out of 5 Stars
1.88%
+6.22%
CanadaTDB2440
TD Comfort Conservative Income
2 Stars2 out of 5 Stars
1.53%
+6.20%
CanadaBNS5330
Scotia INNOVA Income Portfolio F
-1 out of 5 Stars
0.77%
+6.17%
CanadaNBC7722
Meritage Moderate Income Portfolio F
4 Stars4 out of 5 Stars
1.13%
+6.15%
CanadaGOC8031
Canoe Enhanced Income Fund FX
4 Stars4 out of 5 Stars
1.24%
+6.11%
CanadaRBF544
RBC Select Very Conservative Port T5
3 Stars3 out of 5 Stars
1.68%
+6.11%
CanadaCIB830
CIBC Managed Income Portfolio
2 Stars2 out of 5 Stars
1.80%
+6.10%
CanadaRBF209
RBC Select Very Conservative Portfolio A
3 Stars3 out of 5 Stars
1.69%
+6.10%
CanadaATL2601
Axiom Balanced Income Portfolio Class T4
3 Stars3 out of 5 Stars
1.93%
+6.09%
CanadaATL2603
Axiom Balanced Income Portfolio Class T4
3 Stars3 out of 5 Stars
1.93%
+6.09%
CanadaTDB662
TD Mgd Income Portfolio T5
2 Stars2 out of 5 Stars
1.84%
+6.08%
CanadaTDB330
TD Mgd Income Portfolio I
2 Stars2 out of 5 Stars
1.85%
+6.03%
CanadaATL975
Axiom Balanced Income Portfolio
3 Stars3 out of 5 Stars
2.01%
+6.00%
CanadaATL976
Axiom Balanced Income Portfolio
3 Stars3 out of 5 Stars
2.01%
+6.00%
CanadaTDB733
TD Mgd Income Portfolio H5
2 Stars2 out of 5 Stars
1.85%
+5.99%
CanadaATL2604
Axiom Balanced Income Portfolio Class T6
3 Stars3 out of 5 Stars
2.05%
+5.99%
CanadaATL2606
Axiom Balanced Income Portfolio Class T6
3 Stars3 out of 5 Stars
2.05%
+5.99%
CanadaATL2607
Axiom Balanced Income Portfolio Class T8
3 Stars3 out of 5 Stars
2.06%
+5.95%
CanadaATL2609
Axiom Balanced Income Portfolio Class T8
3 Stars3 out of 5 Stars
2.06%
+5.95%
CanadaIGI1337
IG Core Portfolio - Income Plus F
3 Stars3 out of 5 Stars
0.81%
+5.95%
CanadaMMF463
Manulife Simplicity Conservative Adv
2 Stars2 out of 5 Stars
1.90%
+5.91%
CanadaMMF563
Manulife Simplicity Conservative Adv
2 Stars2 out of 5 Stars
1.90%
+5.91%
CanadaTDB2065
TD Advantage Balanced Income Portfolio F Series
4 Stars4 out of 5 Stars
0.82%
+5.82%
CanadaNBC3900
NBI Jarislowsky Fraser Select Income E
4 Stars4 out of 5 Stars
0.84%
+5.62%
CanadaNBC3700
NBI Jarislowsky Fraser Select Income Fund F
4 Stars4 out of 5 Stars
0.84%
+5.62%
Show TD Mutual Funds FirstSelect AllGo

Canadian Fixed Income Balanced

Funds in the Canadian Fixed Income 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 5% but less than 40% of their total assets in equity securities.

FUND STRATEGIES

Data as of Thursday, Feb 29, 2024
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
CanadaTDB3557
TD Managed Income ETF Portfolio F
0.49%
CanadaTDB3302
TD Managed Income Portfolio W-Series
0.51%
CanadaTDB3523
TD Mgd Income Portfolio W
0.51%
CanadaTDB3303
TD Mgd Income Portfolio WT5
0.51%
CanadaTDB3517
TD Mgd Income Portfolio WT8
0.52%
CanadaAIM61207
Invesco Monthly Income ETF Portfolio Series F
0.53%
CanadaCIB212
CIBC Smart Income Solution Series F
0.53%
CanadaBMO36701
BMO Income ETF Portfolio F6
0.55%
CanadaCIB222
CIBC Smart Balanced Income Solution Series F
0.55%
CanadaBMO95701
BMO Income ETF Portfolio F
0.56%