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  • Fund Categories
    Canadian Fixed Income Balanced
    (Canada)
  • YTD Change+2.59%
  • 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
CanadaBMO22720
BMO Monthly Dividend Ltd F
3 Stars3 Stars
0.76%
+39.35%
CanadaBMO31188
BMO Monthly Dividend Ltd D
2 Stars2 Stars
1.08%
+38.92%
CanadaBMO22188
BMO Monthly Dividend Ltd Advisor
2 Stars2 Stars
1.87%
+37.82%
CanadaBMO22588
BMO Monthly Dividend Ltd Advisor
2 Stars2 Stars
1.87%
+37.82%
CanadaLWF017
Leith Wheeler Income Advantage Series B
4 Stars4 Stars
0.85%
+18.59%
CanadaCIB587
CIBC Balanced Index Premium
5 Stars5 Stars
0.44%
+16.88%
CanadaRBF662
RBC Managed Payout Solution-Enhanced F
5 Stars5 Stars
0.80%
+16.13%
CanadaCIB901
CIBC Balanced Index
5 Stars5 Stars
1.22%
+15.98%
CanadaRBF582
RBC Managed Payout Solution-Enhanc Sr A
5 Stars5 Stars
1.83%
+14.93%
CanadaFID1668
Fidelity Bal Inc Ccy Netrl Priv Pool F
5 Stars5 Stars
0.89%
+13.51%
CanadaFID1768
Fidelity Bal Inc Ccy Netrl Priv Pool F5
5 Stars5 Stars
0.89%
+13.51%
CanadaAIM61207
Invesco Monthly Income ETF Portfolio Series F
3 Stars3 Stars
0.54%
+12.70%
CanadaAIM61210
Invesco Monthly Income ETF Portfolio D
4 Stars4 Stars
0.87%
+12.33%
CanadaRBF661
RBC Managed Payout Solution F
5 Stars5 Stars
0.74%
+11.50%
CanadaAIM61403
Invesco Monthly Income ETF Portfolio T8
2 Stars2 Stars
1.64%
+11.45%
CanadaAIM61303
Invesco Monthly Income ETF Portfolio T6
2 Stars2 Stars
1.69%
+11.41%
CanadaAIM61203
Invesco Monthly Income ETF Portfolio A
2 Stars2 Stars
1.69%
+11.41%
CanadaRBF566
RBC Select Choices Cnsrv Port Sr A
4 Stars4 Stars
1.96%
+10.84%
CanadaTMI002
Tradex Bond
3 Stars3 Stars
0.95%
+10.71%
CanadaRBF581
RBC Managed Payout Solution Sr A
4 Stars4 Stars
1.63%
+10.52%
CanadaFID9819
Fidelity Balanced Income Priv Pool F8
5 Stars5 Stars
0.85%
+10.28%
CanadaFID9719
Fidelity Balanced Income Priv Pool F5
5 Stars5 Stars
0.85%
+10.27%
CanadaFID9619
Fidelity Balanced Income Priv Pool F
5 Stars5 Stars
0.85%
+10.27%
CanadaATL981
Axiom Balanced Income Portfolio Class F
5 Stars5 Stars
0.93%
+10.02%
CanadaATL051
Renaissance Optimal Income Portfolio Class F
5 Stars5 Stars
0.85%
+9.73%
CanadaNBC3900
NBI Jarislowsky Fraser Select Income E
4 Stars4 Stars
0.85%
+9.24%
CanadaFID768
Fidelity Bal Income Private Pool Cl S5
4 Stars4 Stars
1.96%
+9.05%
CanadaFID766
Fidelity Bal Income Private Pool Cl B U$
4 Stars4 Stars
1.97%
+9.03%
CanadaFID9019
Fidelity Bal Income Private Pool Cl B
4 Stars4 Stars
1.97%
+9.03%
CanadaATL2601
Axiom Balanced Income Portfolio Class T4
4 Stars4 Stars
0.21%
+8.95%
CanadaATL2603
Axiom Balanced Income Portfolio Class T4
4 Stars4 Stars
0.21%
+8.95%
CanadaFER062
F�RIQUE Moderate Portfolio
3 Stars3 Stars
0.91%
+8.93%
CanadaMFC4664
Symmetry Conservative Port D
4 Stars4 Stars
1.30%
+8.91%
CanadaATL975
Axiom Balanced Income Portfolio
4 Stars4 Stars
2.04%
+8.85%
CanadaATL976
Axiom Balanced Income Portfolio
4 Stars4 Stars
2.04%
+8.85%
CanadaATL2604
Axiom Balanced Income Portfolio Class T6
4 Stars4 Stars
2.01%
+8.83%
CanadaATL2606
Axiom Balanced Income Portfolio Class T6
4 Stars4 Stars
2.01%
+8.83%
CanadaATL2607
Axiom Balanced Income Portfolio Class T8
4 Stars4 Stars
2.10%
+8.77%
CanadaATL2609
Axiom Balanced Income Portfolio Class T8
4 Stars4 Stars
2.10%
+8.77%
CanadaIGI1337
Investors Income Plus Portfolio U
4 Stars4 Stars
0.82%
+8.64%
CanadaATL053
Renaissance Optimal Inc Pt T6
3 Stars3 Stars
1.95%
+8.53%
CanadaATL055
Renaissance Optimal Inc Pt T6
3 Stars3 Stars
1.95%
+8.53%
CanadaATL048
Renaissance Optimal Inc Pt
3 Stars3 Stars
1.97%
+8.51%
CanadaATL050
Renaissance Optimal Inc Pt
3 Stars3 Stars
1.97%
+8.51%
CanadaATL056
Renaissance Optimal Inc Pt T8
3 Stars3 Stars
1.98%
+8.51%
CanadaATL058
Renaissance Optimal Inc Pt T8
3 Stars3 Stars
1.98%
+8.51%
CanadaMFC3984
Mac Symmetry Conservative Income Port O
-1 Star
0.02%
+8.49%
CanadaMMF464
Manulife Simplicity Moderate Adv
4 Stars4 Stars
2.13%
+8.49%
CanadaMMF564
Manulife Simplicity Moderate Adv
4 Stars4 Stars
2.13%
+8.49%
CanadaMFC4491
Symmetry Conservative Port LW
3 Stars3 Stars
2.08%
+8.07%
CanadaELM8106
Empire Life Emblem Conservative Port T6
1 Star1 Star
2.05%
+8.05%
CanadaELM8176
Empire Life Emblem Conservative Port T6
1 Star1 Star
2.05%
+8.05%
CanadaELM8101
Empire Life Emblem Conservative Port A
1 Star1 Star
2.05%
+8.05%
CanadaELM8171
Empire Life Emblem Conservative Port A
1 Star1 Star
2.05%
+8.05%
CanadaMFC3891
Symmetry Conservative Port B
3 Stars3 Stars
2.18%
+7.96%
CanadaMFC4263
Symmetry Conservative Port B
3 Stars3 Stars
2.18%
+7.96%
CanadaMFC2912
Symmetry Conservative Port A
3 Stars3 Stars
2.18%
+7.96%
CanadaMFC3657
Symmetry Conservative Port A
3 Stars3 Stars
2.18%
+7.96%
CanadaMFC4119
Symmetry Conservative Port A
3 Stars3 Stars
2.18%
+7.96%
CanadaMFC4550
Symmetry Conservative Port T8
3 Stars3 Stars
2.21%
+7.94%
CanadaMFC4551
Symmetry Conservative Port T8
3 Stars3 Stars
2.21%
+7.94%
CanadaMFC4552
Symmetry Conservative Port T8
3 Stars3 Stars
2.21%
+7.94%
CanadaMFC4577
Symmetry Conservative Port T5
3 Stars3 Stars
2.23%
+7.91%
CanadaMFC4578
Symmetry Conservative Port T5
3 Stars3 Stars
2.23%
+7.91%
CanadaMFC4579
Symmetry Conservative Port T5
3 Stars3 Stars
2.23%
+7.91%
CanadaTDB2442
TD Comfort Balanced Income Portfolio F Series
4 Stars4 Stars
0.80%
+7.82%
CanadaRBF664
RBC Select Very Conservative Portfolio F
4 Stars4 Stars
0.85%
+7.77%
CanadaTDB3175
TD Managed Income ETF Portfolio D
4 Stars4 Stars
0.77%
+7.59%
CanadaFID3722
Fidelity Income Allocation Series P5
4 Stars4 Stars
0.70%
+7.54%
CanadaGOC803
Canoe Enhanced Income F
4 Stars4 Stars
1.09%
+7.49%
CanadaTDB3132
TD Mgd Income Portfolio FT5
4 Stars4 Stars
0.70%
+7.49%
CanadaFID3721
Fidelity Income Allocation Series P4
4 Stars4 Stars
0.76%
+7.49%
CanadaMFC057
Mackenzie Income Fund - F
5 Stars5 Stars
0.89%
+7.48%
CanadaTDB3131
TD Mgd Income Portfolio F
4 Stars4 Stars
0.70%
+7.47%
CanadaTDB3522
TD Mgd Income Portfolio F
4 Stars4 Stars
0.70%
+7.47%
CanadaTDB3516
TD Mgd Income Portfolio FT8
-1 Star
0.70%
+7.44%
CanadaFID5604
Fidelity Income Allocation Series P3T5
4 Stars4 Stars
0.80%
+7.42%
CanadaMFC3981
Symmetry Conservative Income Portfolio - F
4 Stars4 Stars
0.92%
+7.42%
CanadaFID3720
Fidelity Income Allocation Series P2T5
4 Stars4 Stars
0.84%
+7.42%
CanadaFID3305
Fidelity Income Allocation Series P3
4 Stars4 Stars
0.82%
+7.42%
CanadaFID3304
Fidelity Income Allocation Series P2
4 Stars4 Stars
0.84%
+7.40%
CanadaFID3302
Fidelity Income Allocation Series P1
4 Stars4 Stars
0.86%
+7.38%
CanadaFID3303
Fidelity Income Allocation Series P1T5
4 Stars4 Stars
0.86%
+7.38%
CanadaFID1753
Fidelity Income Allocation Series F8
4 Stars4 Stars
0.89%
+7.35%
CanadaFID613
Fidelity Income Allocation Series F
5 Stars5 Stars
0.89%
+7.34%
CanadaFID1752
Fidelity Income Allocation Series F5
4 Stars4 Stars
0.89%
+7.34%
CanadaTDB3538
TD Comfort Balanced Income Portfolio - D
-1 Star
1.21%
+7.34%
CanadaGOC8031
Canoe Enhanced Income Fund FX
4 Stars4 Stars
1.24%
+7.33%
CanadaIGI1197
Investors Income Plus Portfolio J NL
2 Stars2 Stars
2.05%
+7.31%
CanadaIGI1196
Investors Income Plus Portfolio J DSC
2 Stars2 Stars
2.05%
+7.30%
CanadaTDB2065
TD Advantage Balanced Income Portfolio F Series
4 Stars4 Stars
0.83%
+7.20%
CanadaBNS540
Scotia Selected Balanced Income Portfolio Series F
4 Stars4 Stars
0.76%
+7.18%
CanadaTDB3543
TD Mgd Income Portfolio D
-1 Star
1.06%
+7.13%
CanadaMFC4623
Mackenzie Income D
4 Stars4 Stars
1.29%
+7.06%
CanadaIGI384
Investors Income Plus Portfolio B
2 Stars2 Stars
2.32%
+7.01%
CanadaIGI292
Investors Income Plus Portfolio A
2 Stars2 Stars
2.33%
+7.01%
CanadaMFC4680
Symmetry Conservative Inc Port D
3 Stars3 Stars
1.23%
+6.96%
CanadaIGI017
Investors Income Plus Portfolio C
1 Star1 Star
2.42%
+6.91%
CanadaRBF544
RBC Select Very Conservative Port T5
3 Stars3 Stars
1.68%
+6.88%
CanadaRBF209
RBC Select Very Conservative Port A
3 Stars3 Stars
1.69%
+6.88%
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 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
CanadaMFC3984
Mac Symmetry Conservative Income Port O
0.02%
CanadaATL2601
Axiom Balanced Income Portfolio Class T4
0.21%
CanadaATL2603
Axiom Balanced Income Portfolio Class T4
0.21%
CanadaCIB587
CIBC Balanced Index Premium
0.44%
CanadaAIM61207
Invesco Monthly Income ETF Portfolio Series F
0.54%
CanadaBMO88490
BMO Income ETF Portfolio Class F
0.56%
CanadaBMO95701
BMO Income ETF Portfolio F
0.56%
CanadaBMO36701
BMO Income ETF Portfolio F6
0.56%
CanadaTDB2441
TD Comfort Conservative Income Portfolio F Series
0.58%
CanadaTDB3131
TD Mgd Income Portfolio F
0.70%