Mutual FundsCategories

Search Criteria

Click on magnifying glass icon to search

CompanyCountrySymbol
  • Fund Categories
    Global Equity Balanced
    (Canada)
  • YTD Change+6.60%
  • Avg. MER*0.74%

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?
Highlight
Size Represents
Select funds below to display in chart.
Y Axis Label
Could not chart data
Not enough data to chart.
X Axis Label
Show TD Mutual Funds FirstSelect AllGo
NameMorningstarMER1 Year Return
FID7146
Fidelity Multi-Asset Innovation Fund - F
1.04%
+34.67%
FID7143
Fidelity Multi-Asset Innovation B
2.19%
+33.14%
DYN2536
Dynamic U.S. Balanced Class Series F
1.06%
+28.18%
DYN2530
Dynamic U.S. Balanced Class Ser A
2.18%
+26.76%
AIM5517
Invesco Global Balanced Class Series F
0.86%
+23.20%
AIM5518
Invesco Global Balanced Class Series F
0.86%
+23.20%
AIM1777
Invesco Global Balanced Fund Series F
0.91%
+23.08%
AIM1778
Invesco Global Balanced Fund Series F
0.91%
+23.08%
CIG54245
CI U.S. Equity & Income Fund F
1.15%
+23.01%
CIG54246
CI U.S. Equity & Income Fund F
1.15%
+23.01%
FID2626
Fidelity Global Growth Portfolio Sr F5
1.12%
+22.84%
FID2606
Fidelity Global Growth Portfolio Sr F
1.14%
+22.81%
FID3626
Fidelity Global Growth Class Portfolio F5
1.14%
+22.79%
FID2616
Fidelity Global Growth Portfolio Sr F8
1.18%
+22.77%
FID2686
Fidelity Global Growth Class Portfolio F
1.16%
+22.77%
FID2696
Fidelity Global Growth Class Portfolio F
1.16%
+22.77%
FID3616
Fidelity Global Growth Class Portfolio F8
1.17%
+22.75%
FID2159
Fidelity All-in-One Growth ETF Fund - F
0.57%
+22.53%
CCM1360
IA Clarington Loomis Global Allocation Series F8
1.05%
+22.11%
CCM1328
IA Clarington Loomis Global Allocation Series F
1.05%
+22.11%
CCM964
IA Clarington Loomis Global Allocation Series F
1.05%
+22.11%
CCM1329
IA Clarington Loomis Global Allocation Series F6
1.06%
+22.10%
CCM6360
IA Clarington Loomis Global Allocation Series F6
1.06%
+22.10%
NRP1000
NCM Global Income Growth Class - Series F
1.45%
+22.04%
CIG50245
CI U.S. Equity & Income A
2.27%
+21.64%
CCM481
IA Clarington Loomis Global Allocation Class Series F6
1.07%
+21.62%
CCM486
IA Clarington Loomis Global Allocation Class Series F
1.07%
+21.60%
FID2226
Fidelity Global Growth Portfolio Sr S5
2.27%
+21.44%
FID2206
Fidelity Global Growth Portfolio Sr B
2.27%
+21.44%
AIM2373
Invesco Global Balanced Series P U$
2.28%
+21.43%
FID3226
Fidelity Global Growth Class Port S5
2.28%
+21.40%
AIM35513
Invesco Global Balanced Class Series P
2.34%
+21.39%
AIM5223
Invesco Global Balanced Class Series P
2.34%
+21.39%
FID2286
Fidelity Global Growth Class Port B
2.29%
+21.39%
FID2296
Fidelity Global Growth Class Port B U$
2.29%
+21.39%
FID3216
Fidelity Global Growth Class Port S8
2.29%
+21.38%
FID3239
Fidelity Global Growth Class Port S8 U$
2.29%
+21.38%
FID2526
Fidelity Global Growth Portfolio Sr T5
2.39%
+21.29%
FID2516
Fidelity Global Growth Portfolio Sr T8
2.44%
+21.23%
AIM22771
Invesco Global Balanced Series T4
2.46%
+21.19%
AIM22773
Invesco Global Balanced Series T4
2.46%
+21.19%
AIM22775
Invesco Global Balanced Series T4
2.46%
+21.19%
AIM22779
Invesco Global Balanced Series T4
2.46%
+21.19%
FID3526
Fidelity Global Growth Class Port T5
2.46%
+21.18%
FID3549
Fidelity Global Growth Class Port T5 U$
2.46%
+21.18%
AIM22781
Invesco Global Balanced Series T6
2.51%
+21.14%
AIM22783
Invesco Global Balanced Series T6
2.51%
+21.14%
AIM22785
Invesco Global Balanced Series T6
2.51%
+21.14%
AIM22789
Invesco Global Balanced Series T6
2.51%
+21.14%
FID2506
Fidelity Global Growth Portfolio Sr A
2.51%
+21.14%
AIM22791
Invesco Global Balanced Series T8
2.52%
+21.12%
AIM22793
Invesco Global Balanced Series T8
2.52%
+21.12%
AIM22795
Invesco Global Balanced Series T8
2.52%
+21.12%
AIM22799
Invesco Global Balanced Series T8
2.52%
+21.12%
FID3516
Fidelity Global Growth Class Port T8
2.52%
+21.11%
FID3539
Fidelity Global Growth Class Port T8 U$
2.52%
+21.11%
FID2586
Fidelity Global Growth Class Port A
2.52%
+21.11%
FID2596
Fidelity Global Growth Class Port A U$
2.52%
+21.11%
AIM26581
Invesco Global Balanced Class Series T6
2.64%
+21.05%
AIM26583
Invesco Global Balanced Class Series T6
2.64%
+21.05%
AIM26571
Invesco Global Balanced Class Series T4
2.67%
+20.99%
AIM26573
Invesco Global Balanced Class Series T4
2.67%
+20.99%
AIM26591
Invesco Global Balanced Class Series T8
2.68%
+20.97%
AIM26593
Invesco Global Balanced Class Series T8
2.68%
+20.97%
AIM5511
Invesco Global Balanced Class Series A
2.85%
+20.80%
AIM5512
Invesco Global Balanced Class Series A
2.85%
+20.80%
AIM5513
Invesco Global Balanced Class Series A
2.85%
+20.80%
AIM5514
Invesco Global Balanced Class Series A
2.85%
+20.80%
NRP1001
NCM Global Income Growth Class - Series A
2.52%
+20.77%
AIM1771
Invesco Global Balanced Fund
2.94%
+20.61%
AIM1772
Invesco Global Balanced Fund U$
2.94%
+20.61%
AIM1773
Invesco Global Balanced Fund
2.94%
+20.61%
AIM1774
Invesco Global Balanced Fund U$
2.94%
+20.61%
CCM370
IA Clarington Loomis Global Allc T8
2.45%
+20.50%
CCM371
IA Clarington Loomis Global Allc T8
2.45%
+20.50%
CCM372
IA Clarington Loomis Global Allc T8 U$
2.45%
+20.50%
CCM1325
IA Clarington Loomis Global Allocation Series A
2.41%
+20.49%
CCM2470
IA Clarington Loomis Global Allocation Series A
2.41%
+20.49%
CCM2471
IA Clarington Loomis Global Allocation Series A
2.41%
+20.49%
CCM6370
IA Clarington Loomis Global Allc T6
2.45%
+20.44%
CCM6371
IA Clarington Loomis Global Allc T6
2.45%
+20.44%
CCM6372
IA Clarington Loomis Global Allc T6 U$
2.45%
+20.44%
CCM6373
IA Clarington Loomis Global Allc T6 U$
2.45%
+20.44%
AIM34101
Invesco Global Balanced Series H
2.65%
+20.13%
AIM34103
Invesco Global Balanced Series H
2.65%
+20.13%
AIM35101
Invesco Global Balanced Class Series H
2.71%
+20.12%
AIM35103
Invesco Global Balanced Class Series H
2.71%
+20.12%
CCM483
IA Clarington Loomis Global Allc Cl A
2.43%
+20.00%
FID2605
Fidelity Growth Portfolio Series F
1.14%
+19.88%
FID2625
Fidelity Growth Portfolio Series F5
1.18%
+19.83%
FID2685
Fidelity Growth Class Portfolio Ser F
1.16%
+19.82%
FID2695
Fidelity Growth Class Portfolio Ser F
1.16%
+19.82%
FID3615
Fidelity Growth Class Port Series F8
1.17%
+19.81%
IGI1559
IG Mackenzie U.S. Dividend Rgstrd A
2.42%
+19.29%
IGI1560
IG Mackenzie U.S. Dividend Rgstrd B
2.44%
+19.27%
FID3559
Fidelity American Balanced Currency Neutral Fund Sr F8
1.21%
+18.81%
FID3557
Fidelity American Balanced Currency Neutral Fund Sr F
1.22%
+18.80%
FID2961
Fidelity American Balanced Fund F
1.16%
+18.58%
FID2205
Fidelity Growth Portfolio Series B
2.27%
+18.54%
FID2225
Fidelity Growth Portfolio Series S5
2.33%
+18.51%
Show TD Mutual Funds FirstSelect AllGo

Global Equity Balanced

Funds in the Global Equity Balanced category must invest less than 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, Mar 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.
Show TD Mutual Funds First
NameMER
CIG18174
CI Global Balanced Fund O
0.18%
CIG18050
CI Portfolio Series Balanced Class O
0.18%
CIB372
CIBC Balanced Growth ETF Portfolio Class F
0.22%
DFA698
DFA Global 80EQ-20FI Portfolio Class F
0.32%
TDB3178
TD Managed Aggressive Growth ETF D
0.50%
TDB3560
TD Managed Aggressive Growth ETF Portfolio F
0.50%
FID2159
Fidelity All-in-One Growth ETF Fund - F
0.57%
BMO95704
BMO Growth ETF Portfolio F
0.62%
BMO36704
BMO Growth ETF Portfolio F6
0.62%
BMO14704
BMO Growth ETF PortfolioSeries F2
0.62%