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  • Fund Categories
    Canadian Neutral Balanced
    (Canada)
  • YTD Change+10.90%
  • Avg. MER*0.50%

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
5 Stars5 out of 5 Stars
0.92%
+31.81%
CanadaAIM4307
Invesco Canadian Premier Balanced Class F
4 Stars4 out of 5 Stars
1.00%
+25.65%
CanadaMMF8694
Manulife Monthly High Income Class Series F
5 Stars5 out of 5 Stars
0.90%
+25.61%
CanadaMMF1040
Manulife Monthly High Income Class Series FT6
5 Stars5 out of 5 Stars
0.89%
+25.61%
CanadaAIM590
Invesco Canadian Premier Balanced Fund Series F
5 Stars5 out of 5 Stars
0.89%
+25.59%
CanadaMMF683
Manulife Monthly High Income Fund Series F
5 Stars5 out of 5 Stars
0.88%
+25.47%
CanadaMMF1812
Manulife Monthly High Income Fund Series FT6
5 Stars5 out of 5 Stars
0.91%
+25.44%
CanadaMMF1096
Manulife Canadian Balanced Private Pool Series FT6
5 Stars5 out of 5 Stars
0.87%
+25.38%
CanadaMMF4036
Manulife Canadian Balanced Private Pool Series F
5 Stars5 out of 5 Stars
0.89%
+25.37%
CanadaTDB3477
TD Monthly Income Fund FT5-Series
3 Stars3 out of 5 Stars
0.83%
+24.41%
CanadaTDB399
TD Monthly Income - S
4 Stars4 out of 5 Stars
---
+24.39%
CanadaTDB452
TD Monthly Income - F
4 Stars4 out of 5 Stars
0.83%
+24.38%
CanadaTDB3085
TD Monthly Income Fund D-Series
3 Stars3 out of 5 Stars
0.92%
+24.28%
CanadaMMF19194
Manulife Monthly High Income Class Series Adv
4 Stars4 out of 5 Stars
2.11%
+24.10%
CanadaMMF8494
Manulife Monthly High Income Class Series Adv
4 Stars4 out of 5 Stars
2.11%
+24.10%
CanadaMMF8594
Manulife Monthly High Income Class Series Adv
4 Stars4 out of 5 Stars
2.11%
+24.10%
CanadaMMF9294
Manulife Monthly High Income Class Series Adv
4 Stars4 out of 5 Stars
2.11%
+24.10%
CanadaMMF483
Manulife Monthly High Income Fund Series Adv
4 Stars4 out of 5 Stars
2.01%
+24.06%
CanadaMMF583
Manulife Monthly High Income Fund Series Adv
4 Stars4 out of 5 Stars
2.01%
+24.06%
CanadaMMF783
Manulife Monthly High Income Fund Series Adv
4 Stars4 out of 5 Stars
2.01%
+24.06%
CanadaMMF1544
Manulife Canadian Balanced Private Pool Series T6
4 Stars4 out of 5 Stars
1.98%
+24.02%
CanadaMMF1987
Manulife Canadian Balanced Private Pool Series Adv
4 Stars4 out of 5 Stars
1.98%
+24.01%
CanadaAIM28483
Invesco Canadian Premier Balanced Fund Series P
4 Stars4 out of 5 Stars
2.20%
+23.98%
CanadaMMF1483
Manulife Monthly High Income Fund Series B
4 Stars4 out of 5 Stars
2.10%
+23.95%
CanadaMMF1583
Manulife Monthly High Income Fund Series B
4 Stars4 out of 5 Stars
2.10%
+23.95%
CanadaRBF635
RBC Managed Payout Solution-Enhanced Plus F
5 Stars5 out of 5 Stars
0.85%
+23.95%
CanadaMMF9583
Manulife Monthly High Income Fund Series T6
4 Stars4 out of 5 Stars
2.14%
+23.91%
CanadaAIM23081
Invesco Canadian Premier Balanced Class T6
3 Stars3 out of 5 Stars
2.48%
+23.85%
CanadaAIM23083
Invesco Canadian Premier Balanced Class T6
3 Stars3 out of 5 Stars
2.48%
+23.85%
CanadaAIM23071
Invesco Canadian Premier Balanced Class T4
3 Stars3 out of 5 Stars
2.49%
+23.83%
CanadaAIM23073
Invesco Canadian Premier Balanced Class T4
3 Stars3 out of 5 Stars
2.49%
+23.83%
CanadaAIM4301
Invesco Canadian Premier Balanced Class
3 Stars3 out of 5 Stars
2.49%
+23.81%
CanadaAIM4303
Invesco Canadian Premier Balanced Class
3 Stars3 out of 5 Stars
2.49%
+23.81%
CanadaTDB398
TD Monthly Income - H
3 Stars3 out of 5 Stars
1.47%
+23.70%
CanadaTDB113
TD Monthly Income - A
3 Stars3 out of 5 Stars
1.46%
+23.65%
CanadaTDB821
TD Monthly Income - A
3 Stars3 out of 5 Stars
1.46%
+23.65%
CanadaTDB831
TD Monthly Income - A
3 Stars3 out of 5 Stars
1.46%
+23.65%
CanadaTDB841
TD Monthly Income - A
3 Stars3 out of 5 Stars
1.46%
+23.65%
CanadaAIM27371
Invesco Canadian Premier Balanced Fund Series T4
4 Stars4 out of 5 Stars
2.52%
+23.64%
CanadaAIM27373
Invesco Canadian Premier Balanced Fund Series T4
4 Stars4 out of 5 Stars
2.52%
+23.64%
CanadaAIM27375
Invesco Canadian Premier Balanced Fund Series T4
4 Stars4 out of 5 Stars
2.52%
+23.64%
CanadaAIM27379
Invesco Canadian Premier Balanced Fund Series T4
4 Stars4 out of 5 Stars
2.52%
+23.64%
CanadaRBF1012
RBC Managed Payout Solution-Enhanced Plus D
5 Stars5 out of 5 Stars
1.11%
+23.63%
CanadaTDB297
TD Monthly Income - T
3 Stars3 out of 5 Stars
0.83%
+23.62%
CanadaTDB395
TD Monthly Income - T
3 Stars3 out of 5 Stars
0.83%
+23.62%
CanadaTDB396
TD Monthly Income - T
3 Stars3 out of 5 Stars
0.83%
+23.62%
CanadaTDB397
TD Monthly Income - T
3 Stars3 out of 5 Stars
0.83%
+23.62%
CanadaTDB622
TD Monthly Income - I
3 Stars3 out of 5 Stars
1.48%
+23.62%
CanadaAIM27381
Invesco Canadian Premier Balanced Fund Series T6
4 Stars4 out of 5 Stars
2.52%
+23.61%
CanadaAIM27383
Invesco Canadian Premier Balanced Fund Series T6
4 Stars4 out of 5 Stars
2.52%
+23.61%
CanadaAIM27385
Invesco Canadian Premier Balanced Fund Series T6
4 Stars4 out of 5 Stars
2.52%
+23.61%
CanadaAIM27389
Invesco Canadian Premier Balanced Fund Series T6
4 Stars4 out of 5 Stars
2.52%
+23.61%
CanadaAIM597
Invesco Canadian Premier Balanced Fund Series A
3 Stars3 out of 5 Stars
2.59%
+23.51%
CanadaAIM598
Invesco Canadian Premier Balanced Fund Series A
3 Stars3 out of 5 Stars
2.59%
+23.51%
CanadaAIM27391
Invesco Canadian Premier Balanced Fund Series T8
4 Stars4 out of 5 Stars
2.67%
+23.41%
CanadaAIM27393
Invesco Canadian Premier Balanced Fund Series T8
4 Stars4 out of 5 Stars
2.67%
+23.41%
CanadaAIM27395
Invesco Canadian Premier Balanced Fund Series T8
4 Stars4 out of 5 Stars
2.67%
+23.41%
CanadaAIM27399
Invesco Canadian Premier Balanced Fund Series T8
4 Stars4 out of 5 Stars
2.67%
+23.41%
CanadaRBF5660
Phillips, Hager & North Monthly Income Fund F
5 Stars5 out of 5 Stars
0.82%
+23.31%
CanadaAIM33917
Invesco Diversified Yield Class Series F6
5 Stars5 out of 5 Stars
0.82%
+23.11%
CanadaAIM33997
Invesco Diversified Yield Class Series F8
5 Stars5 out of 5 Stars
0.85%
+23.09%
CanadaAIM33927
Invesco Diversified Yield Class Series F
4 Stars4 out of 5 Stars
0.85%
+23.08%
CanadaRBF1660
Phillips, Hager & North Monthly Income Fund D
4 Stars4 out of 5 Stars
1.08%
+22.99%
CanadaBMO95145
BMO Asset Allocation F
4 Stars4 out of 5 Stars
0.69%
+22.81%
CanadaRBF578
RBC Managed Payout Solution-Enhanced Plus A
4 Stars4 out of 5 Stars
1.96%
+22.60%
CanadaRBF604
RBC Balanced Fund F
4 Stars4 out of 5 Stars
0.99%
+22.32%
CanadaRBF577
RBC Balanced Fund FT5
-1 out of 5 Stars
1.00%
+22.31%
CanadaCIB313
CIBC Balanced Index F-Premium
5 Stars5 out of 5 Stars
0.30%
+22.09%
CanadaRBF1011
RBC Balanced Fund D
4 Stars4 out of 5 Stars
1.23%
+22.03%
CanadaRBF7660
Phillips, Hager & North Monthly Income Fund A
3 Stars3 out of 5 Stars
1.93%
+21.96%
CanadaCIB587
CIBC Balanced Index Premium Class
5 Stars5 out of 5 Stars
0.48%
+21.87%
CanadaCCM3423
IA Clarington Strategic Income Fund F
4 Stars4 out of 5 Stars
0.95%
+21.84%
CanadaCCM9404
IA Clarington Strategic Income Fund F5
3 Stars3 out of 5 Stars
0.96%
+21.84%
CanadaCCM3427
IA Clarington Strategic Income Fund F6
4 Stars4 out of 5 Stars
0.96%
+21.83%
CanadaCCM1320
IA Clarington Strategic Income Fund Series F8
4 Stars4 out of 5 Stars
0.97%
+21.82%
CanadaAIM33971
Invesco Diversified Yield Class Series PT4
3 Stars3 out of 5 Stars
2.09%
+21.60%
CanadaAIM33973
Invesco Diversified Yield Class Series PT4
3 Stars3 out of 5 Stars
2.09%
+21.60%
CanadaAIM39071
Invesco Diversified Yield Class Series T4CAP
4 Stars4 out of 5 Stars
2.09%
+21.57%
CanadaAIM39073
Invesco Diversified Yield Class Series T4CAP
4 Stars4 out of 5 Stars
2.09%
+21.57%
CanadaAIM39075
Invesco Diversified Yield Class Series T4CAP
4 Stars4 out of 5 Stars
2.09%
+21.57%
CanadaAIM39079
Invesco Diversified Yield Class Series T4CAP
4 Stars4 out of 5 Stars
2.09%
+21.57%
CanadaAIM33991
Invesco Diversified Yield Class Series PT8
3 Stars3 out of 5 Stars
2.12%
+21.55%
CanadaAIM33993
Invesco Diversified Yield Class Series PT8
3 Stars3 out of 5 Stars
2.12%
+21.55%
CanadaATL788
Axiom Diversified Monthly Income Portfolio Class F
3 Stars3 out of 5 Stars
1.00%
+21.50%
CanadaCIB107
CIBC Balanced Index Fund F
4 Stars4 out of 5 Stars
0.90%
+21.50%
CanadaAIM39081
Invesco Diversified Yield Class Series T6CAP
4 Stars4 out of 5 Stars
2.16%
+21.49%
CanadaAIM39083
Invesco Diversified Yield Class Series T6CAP
4 Stars4 out of 5 Stars
2.16%
+21.49%
CanadaAIM39085
Invesco Diversified Yield Class Series T6CAP
4 Stars4 out of 5 Stars
2.16%
+21.49%
CanadaAIM39089
Invesco Diversified Yield Class Series T6CAP
4 Stars4 out of 5 Stars
2.16%
+21.49%
CanadaAIM33981
Invesco Diversified Yield Class Series P
3 Stars3 out of 5 Stars
2.18%
+21.47%
CanadaAIM33983
Invesco Diversified Yield Class Series P
3 Stars3 out of 5 Stars
2.18%
+21.47%
CanadaCCM3036
IA Clarington Tactical Income Class F8
3 Stars3 out of 5 Stars
1.00%
+21.46%
CanadaAIM39091
Invesco Diversified Yield Class Series T8CAP
4 Stars4 out of 5 Stars
2.20%
+21.45%
CanadaAIM39093
Invesco Diversified Yield Class Series T8CAP
4 Stars4 out of 5 Stars
2.20%
+21.45%
CanadaAIM39095
Invesco Diversified Yield Class Series T8CAP
4 Stars4 out of 5 Stars
2.20%
+21.45%
CanadaAIM39099
Invesco Diversified Yield Class Series T8CAP
4 Stars4 out of 5 Stars
2.20%
+21.45%
CanadaAIM39011
Invesco Diversified Yield Class Series ACAP
4 Stars4 out of 5 Stars
2.22%
+21.42%
CanadaAIM39013
Invesco Diversified Yield Class Series ACAP
4 Stars4 out of 5 Stars
2.22%
+21.42%
CanadaAIM39015
Invesco Diversified Yield Class Series ACAP
4 Stars4 out of 5 Stars
2.22%
+21.42%
CanadaAIM39019
Invesco Diversified Yield Class Series ACAP
4 Stars4 out of 5 Stars
2.22%
+21.42%
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 Thursday, Oct 31, 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
CanadaCIB313
CIBC Balanced Index F-Premium
0.30%
CanadaCIB587
CIBC Balanced Index Premium Class
0.48%
CanadaCIB239
CIBC Monthly Income Fund F
0.61%
CanadaBMO95148
BMO Monthly Income F
0.69%
CanadaBMO95145
BMO Asset Allocation F
0.69%
CanadaBMO36148
BMO Monthly Income Fund Series F6
0.69%
CanadaRBF602
RBC Monthly Income Fund F
0.71%
CanadaTDB2040
TD Balanced Index - E
0.72%
CanadaTML3894
Franklin Canadian Monthly Income and Growth Fund PFT
0.74%
CanadaTML3789
Franklin Canadian Monthly Income and Growth Fund F
0.76%