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  • Fund Categories
    Canadian Neutral Balanced
    (Canada)
  • YTD Change+9.97%
  • Avg. MER*---

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
CanadaTDB3106
TD Canadian Diversified Yield D
4 Stars4 Stars
1.19%
+54.48%
CanadaAIM33997
Invesco Diversified Yield Class Series F8
3 Stars3 Stars
0.85%
+28.82%
CanadaAIM33927
Invesco Diversified Yield Class Series F
4 Stars4 Stars
0.86%
+28.80%
CanadaAIM33930
Invesco Diversified Yield Cl Ser D
2 Stars2 Stars
1.64%
+27.74%
CanadaTDB399
TD Monthly Income - S
4 Stars4 Stars
---
+27.60%
CanadaTDB452
TD Monthly Income - F
4 Stars4 Stars
0.83%
+27.54%
CanadaTDB3477
TD Monthly Income Fund FT5-Series
3 Stars3 Stars
0.85%
+27.54%
CanadaAIM33971
Invesco Diversified Yield Cl Ser PT4
3 Stars3 Stars
2.10%
+27.18%
CanadaAIM33973
Invesco Diversified Yield Cl Ser PT4
3 Stars3 Stars
2.10%
+27.18%
CanadaAIM33991
Invesco Diversified Yield Cl Ser PT8
3 Stars3 Stars
2.11%
+27.16%
CanadaAIM33993
Invesco Diversified Yield Cl Ser PT8
3 Stars3 Stars
2.11%
+27.16%
CanadaAIM39071
Invesco Diversified Yield Cl Ser T4CAP
2 Stars2 Stars
2.11%
+27.15%
CanadaAIM39073
Invesco Diversified Yield Cl Ser T4CAP
2 Stars2 Stars
2.11%
+27.15%
CanadaAIM39075
Invesco Diversified Yield Cl Ser T4CAP
2 Stars2 Stars
2.11%
+27.15%
CanadaAIM39079
Invesco Diversified Yield Cl Ser T4CAP
2 Stars2 Stars
2.11%
+27.15%
CanadaAIM39081
Invesco Diversified Yield Cl Ser T6CAP
2 Stars2 Stars
2.15%
+27.13%
CanadaAIM39083
Invesco Diversified Yield Cl Ser T6CAP
2 Stars2 Stars
2.15%
+27.13%
CanadaAIM39085
Invesco Diversified Yield Cl Ser T6CAP
2 Stars2 Stars
2.15%
+27.13%
CanadaAIM39089
Invesco Diversified Yield Cl Ser T6CAP
2 Stars2 Stars
2.15%
+27.13%
CanadaAIM33981
Invesco Diversified Yield Cl Ser P
3 Stars3 Stars
2.18%
+27.08%
CanadaAIM33983
Invesco Diversified Yield Cl Ser P
3 Stars3 Stars
2.18%
+27.08%
CanadaAIM39091
Invesco Diversified Yield Cl Ser T8CAP
2 Stars2 Stars
2.20%
+27.07%
CanadaAIM39093
Invesco Diversified Yield Cl Ser T8CAP
2 Stars2 Stars
2.20%
+27.07%
CanadaAIM39095
Invesco Diversified Yield Cl Ser T8CAP
2 Stars2 Stars
2.20%
+27.07%
CanadaAIM39099
Invesco Diversified Yield Cl Ser T8CAP
2 Stars2 Stars
2.20%
+27.07%
CanadaTDB3085
TD Monthly Income - D
3 Stars3 Stars
1.20%
+27.05%
CanadaAIM39011
Invesco Diversified Yield Cl Ser ACAP
2 Stars2 Stars
2.23%
+27.03%
CanadaAIM39013
Invesco Diversified Yield Cl Ser ACAP
2 Stars2 Stars
2.23%
+27.03%
CanadaAIM39015
Invesco Diversified Yield Cl Ser ACAP
2 Stars2 Stars
2.23%
+27.03%
CanadaAIM39019
Invesco Diversified Yield Cl Ser ACAP
2 Stars2 Stars
2.23%
+27.03%
CanadaTDB297
TD Monthly Income - T
3 Stars3 Stars
1.48%
+26.80%
CanadaTDB395
TD Monthly Income - T
3 Stars3 Stars
1.48%
+26.80%
CanadaTDB396
TD Monthly Income - T
3 Stars3 Stars
1.48%
+26.80%
CanadaTDB397
TD Monthly Income - T
3 Stars3 Stars
1.48%
+26.80%
CanadaTDB113
TD Monthly Income - A
3 Stars3 Stars
1.46%
+26.76%
CanadaTDB821
TD Monthly Income - A
3 Stars3 Stars
1.46%
+26.76%
CanadaTDB831
TD Monthly Income - A
3 Stars3 Stars
1.46%
+26.76%
CanadaTDB841
TD Monthly Income - A
3 Stars3 Stars
1.46%
+26.76%
CanadaTDB622
TD Monthly Income - I
3 Stars3 Stars
1.48%
+26.76%
CanadaTDB398
TD Monthly Income - H
3 Stars3 Stars
1.47%
+26.74%
CanadaCCM3423
IA Clarington Strategic Income Fund F
4 Stars4 Stars
0.95%
+24.44%
CanadaCIG724
CI Canadian Balanced Fund Class F
4 Stars4 Stars
1.33%
+23.96%
CanadaCIG4310
CI Canadian Balanced Corporate Class Cl F
2 Stars2 Stars
1.34%
+23.95%
CanadaRBF5660
Phillips, Hager & North Monthly Income Fund F
4 Stars4 Stars
0.82%
+23.80%
CanadaRBF635
RBC Managed Payout Solution-Enhanced Plus F
5 Stars5 Stars
0.85%
+23.80%
CanadaRBF1660
PH&N Monthly Income Fund D
3 Stars3 Stars
1.09%
+23.48%
CanadaRBF3516
PH&N Monthly Income Class D
3 Stars3 Stars
1.08%
+23.47%
CanadaRBF1012
RBC Managed Payout Solution-Enhanc Pl D
4 Stars4 Stars
1.13%
+23.46%
CanadaCIG2907
CI Canadian Balanced Class Z
4 Stars4 Stars
2.16%
+22.93%
CanadaCCM3428
IA Clarington Strategic Income T8
3 Stars3 Stars
2.32%
+22.75%
CanadaCCM420
IA Clarington Strategic Income Y
3 Stars3 Stars
2.33%
+22.75%
CanadaCCM421
IA Clarington Strategic Income Y
3 Stars3 Stars
2.33%
+22.75%
CanadaCCM3424
IA Clarington Strategic Income T6
3 Stars3 Stars
2.33%
+22.73%
CanadaCCM3420
IA Clarington Strategic Income A
3 Stars3 Stars
2.36%
+22.68%
CanadaCIG630T8
CI Canadian Balanced Corp Cl T8
1 Star1 Star
2.41%
+22.66%
CanadaRBF3816
PH&N Monthly Income Class H
3 Stars3 Stars
1.78%
+22.61%
CanadaCIG2310
CI Canadian Balanced Corporate Class
1 Star1 Star
2.44%
+22.61%
CanadaCIG2513
CI Canadian Balanced Corporate Class U$
1 Star1 Star
2.44%
+22.61%
CanadaCIG3310
CI Canadian Balanced Corporate Class
1 Star1 Star
2.44%
+22.61%
CanadaCIG3513
CI Canadian Balanced Corporate Class U$
1 Star1 Star
2.44%
+22.61%
CanadaCIG685
CI Canadian Balanced Fund
3 Stars3 Stars
2.43%
+22.60%
CanadaCIG785
CI Canadian Balanced Fund
3 Stars3 Stars
2.43%
+22.60%
CanadaCIG130T5
CI Canadian Balanced Corp Cl T5
1 Star1 Star
2.43%
+22.59%
CanadaCIG230T5
CI Canadian Balanced Corp Cl T5
1 Star1 Star
2.43%
+22.59%
CanadaRBF108
RBC Managed Payout Soln-Enhanced Plu A
4 Stars4 Stars
1.95%
+22.45%
CanadaRBF578
RBC Managed Payout Solution-Enhanc Pl
4 Stars4 Stars
1.95%
+22.45%
CanadaRBF760
RBC Managed Payout Soln-Enhanced Plu A
4 Stars4 Stars
1.95%
+22.45%
CanadaRBF7660
PH&N Monthly Income A
3 Stars3 Stars
1.93%
+22.45%
CanadaRBF3316
PH&N Monthly Income Class T5
3 Stars3 Stars
1.95%
+22.41%
CanadaRBF3016
PH&N Monthly Income Class A
3 Stars3 Stars
1.96%
+22.39%
CanadaRBF870
RBC Managed Payout Solution-Enhanc Pl Ad
4 Stars4 Stars
1.96%
+22.37%
CanadaCCM3032
IA Clarington Tactical Income Class T8
2 Stars2 Stars
2.35%
+22.08%
CanadaCCM3033
IA Clarington Tactical Income Class T8
2 Stars2 Stars
2.35%
+22.08%
CanadaCCM3064
IA Clarington Tactical Income Class A
2 Stars2 Stars
2.35%
+22.08%
CanadaCCM3029
IA Clarington Tactical Income Class T6
2 Stars2 Stars
2.37%
+22.06%
CanadaCCM3030
IA Clarington Tactical Income Class T6
2 Stars2 Stars
2.37%
+22.06%
CanadaDJT07060
Desjardins Quebec Balanced D
3 Stars3 Stars
1.39%
+20.43%
CanadaTML3884
Franklin Bissett Canadian Balanced Fund PF
2 Stars2 Stars
0.87%
+20.04%
CanadaMMF1040
Manulife Monthly High Income Class Series FT6
5 Stars5 Stars
0.89%
+19.92%
CanadaMMF1812
Manulife Monthly High Income Fund Series FT6
5 Stars5 Stars
0.91%
+19.92%
CanadaMMF8694
Manulife Monthly High Income Class Series F
5 Stars5 Stars
0.89%
+19.92%
CanadaMMF683
Manulife Monthly High Income Fund Series F
5 Stars5 Stars
0.91%
+19.91%
CanadaTML252
Franklin Bissett Canadian Balanced Fund F
2 Stars2 Stars
1.07%
+19.80%
CanadaFID5606
Fidelity Monthly Income Series P5
4 Stars4 Stars
0.73%
+19.71%
CanadaFID5811
Fidelity Monthly Income Class P5T5
4 Stars4 Stars
0.76%
+19.71%
CanadaFID3338
Fidelity Monthly Income Class P5
3 Stars3 Stars
0.76%
+19.70%
CanadaFID3337
Fidelity Monthly Income Class P4
3 Stars3 Stars
0.79%
+19.68%
CanadaFID3952
Fidelity Monthly Income Class P4
3 Stars3 Stars
0.79%
+19.68%
CanadaFID5557
Fidelity Monthly Income Class P4T5
4 Stars4 Stars
0.80%
+19.63%
CanadaFID3731
Fidelity Monthly Income Series P4
3 Stars3 Stars
0.79%
+19.62%
CanadaFID5556
Fidelity Monthly Income Class P3T5
4 Stars4 Stars
0.86%
+19.59%
CanadaFID3336
Fidelity Monthly Income Class P3
3 Stars3 Stars
0.84%
+19.58%
CanadaFID3341
Fidelity Monthly Income Class P3
3 Stars3 Stars
0.84%
+19.58%
CanadaFID3335
Fidelity Monthly Income Class P2
3 Stars3 Stars
0.88%
+19.58%
CanadaFID3340
Fidelity Monthly Income Class P2
3 Stars3 Stars
0.88%
+19.58%
CanadaFID3332
Fidelity Monthly Income Series P3
3 Stars3 Stars
0.86%
+19.57%
CanadaFID3951
Fidelity Monthly Income Class P2T5
3 Stars3 Stars
0.88%
+19.57%
CanadaFID5011
Fidelity Monthly Income Class P2T5
3 Stars3 Stars
0.88%
+19.57%
CanadaFID5038
Fidelity Monthly Income Series P3T5
3 Stars3 Stars
0.86%
+19.57%
CanadaFID3331
Fidelity Monthly Income Series P2
3 Stars3 Stars
0.87%
+19.56%
Show TD Mutual Funds FirstSelect AllGo

Canadian Neutral Balanced

Funds in the Canadian Neutral 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 or equal to 40% but less than or equal to 60% 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
CanadaFID5150
Fidelity Canadian Balanced Series P5T5
0.62%
CanadaBMO95148
BMO Monthly Income F
0.69%
CanadaBMO95145
BMO Asset Allocation F
0.70%
CanadaRBF602
RBC Monthly Income Fund F
0.72%
CanadaFID5606
Fidelity Monthly Income Series P5
0.73%
CanadaFID5018
Fidelity Canadian Balanced Series P5
0.74%
CanadaFID3338
Fidelity Monthly Income Class P5
0.76%
CanadaFID5811
Fidelity Monthly Income Class P5T5
0.76%
CanadaBNS539
Scotia Diversified Monthly Income Fund Series F
0.78%
CanadaFID3875
Fidelity Canadian Balanced Class P4
0.79%