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  • Fund Categories
    Global Equity Balanced
    (Canada)
  • YTD Change+10.32%
  • Avg. MER*1.67%

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
CanadaPGF660
Pender Strategic Growth & Income D
3 Stars3 Stars
1.38%
+37.95%
CanadaMID800
Middlefield Income Plus Class A
2 Stars2 Stars
2.09%
+37.55%
CanadaMID850
Middlefield Income Plus Class A
2 Stars2 Stars
2.09%
+37.55%
CanadaCIG444
CI Dividend Income & Growth Fund Class F
3 Stars3 Stars
1.33%
+37.49%
CanadaCIG4305
CI Dividend Income & Growth Corporate Class F
3 Stars3 Stars
1.32%
+37.10%
CanadaCIG4505
CI Dividend Income & Growth Corporate Class F
3 Stars3 Stars
1.32%
+37.10%
CanadaCIG2901
CI Dividend Income & Growth Cl Z
3 Stars3 Stars
1.68%
+37.09%
CanadaCIG3901
CI Dividend Income & Growth Cl Z
3 Stars3 Stars
1.68%
+37.09%
CanadaCIG610
CI Dividend Income & Growth
3 Stars3 Stars
1.88%
+36.74%
CanadaCIG810
CI Dividend Income & Growth
3 Stars3 Stars
1.88%
+36.74%
CanadaPGF600
Pender Strategic Growth & Income A
2 Stars2 Stars
2.25%
+36.60%
CanadaCIG149T5
CI Dividend Income & Growth Corp Cl T5
3 Stars3 Stars
1.87%
+36.35%
CanadaCIG249T5
CI Dividend Income & Growth Corp Cl T5
3 Stars3 Stars
1.87%
+36.35%
CanadaCIG2305
CI Dividend Income & Growth Corp Cl
3 Stars3 Stars
1.89%
+36.32%
CanadaCIG2505
CI Dividend Income & Growth Corp Cl U$
3 Stars3 Stars
1.89%
+36.32%
CanadaCIG3305
CI Dividend Income & Growth Corp Cl
3 Stars3 Stars
1.89%
+36.32%
CanadaCIG3505
CI Dividend Income & Growth Corp Cl U$
3 Stars3 Stars
1.89%
+36.32%
CanadaCIG649T8
CI Dividend Income & Growth Corp Cl T8
3 Stars3 Stars
1.89%
+36.32%
CanadaCIG749T8
CI Dividend Income & Growth Corp Cl T8
3 Stars3 Stars
1.89%
+36.32%
CanadaBCM871
Barometer Disciplined Leadership Balanced Fund - Class F
3 Stars3 Stars
1.62%
+30.11%
CanadaBCM870
Barometer Discp Leadership Bal A
2 Stars2 Stars
2.73%
+28.68%
CanadaNRP1000
NCM Global Income Growth Class - Series F
5 Stars5 Stars
1.50%
+26.91%
CanadaMMF4037
Manulife Balanced Equity Private Pool Series F
4 Stars4 Stars
1.02%
+26.54%
CanadaIGI1559
IG Mackenzie U.S. Dividend Rgstrd A
3 Stars3 Stars
2.40%
+26.48%
CanadaIGI1560
IG Mackenzie U.S. Dividend Rgstrd B
3 Stars3 Stars
2.40%
+26.47%
CanadaCIB858
CIBC Managed Growth Portfolio U$
4 Stars4 Stars
2.51%
+26.13%
CanadaDYN227
Dynamic Power Balanced Series F
3 Stars3 Stars
1.00%
+26.09%
CanadaCIG4247
CI Select 20i80e Managed Portfolio Corporate Class F
3 Stars3 Stars
1.28%
+26.01%
CanadaNRP1001
NCM Global Income Growth Class Series A
4 Stars4 Stars
2.57%
+25.59%
CanadaEDG5801
EdgePoint Glbl Gr & Inc Pt (non-HST)F(N)
4 Stars4 Stars
0.79%
+25.42%
CanadaEDG580
EdgePoint Global Growth & Inc Port Sr F
4 Stars4 Stars
0.86%
+25.36%
CanadaMMF1991
Manulife Balanced Equity Priv Pool Adv
3 Stars3 Stars
2.03%
+25.28%
CanadaMMF1995
Manulife Balanced Equity Priv Pool Adv
3 Stars3 Stars
2.03%
+25.28%
CanadaFID3299
Fidelity Growth Portfolio Series P1
5 Stars5 Stars
1.06%
+25.14%
CanadaFID3300
Fidelity Growth Class Port Series P1
5 Stars5 Stars
1.08%
+25.08%
CanadaFID2605
Fidelity Growth Portfolio Series F
5 Stars5 Stars
1.15%
+25.05%
CanadaFID2685
Fidelity Growth Class Portfolio Ser F
5 Stars5 Stars
1.17%
+24.98%
CanadaDYN001G
Dynamic Power Balanced Series G
2 Stars2 Stars
2.01%
+24.83%
CanadaDYN701G
Dynamic Power Balanced Series G
2 Stars2 Stars
2.01%
+24.83%
CanadaMFC4661
Symmetry Growth Port D
3 Stars3 Stars
1.62%
+24.80%
CanadaDYN1001
Dynamic Power Balanced Series T
2 Stars2 Stars
2.11%
+24.70%
CanadaDYN1021
Dynamic Power Balanced Series T
2 Stars2 Stars
2.11%
+24.70%
CanadaDYN001
Dynamic Power Balanced
2 Stars2 Stars
2.13%
+24.68%
CanadaDYN701
Dynamic Power Balanced
2 Stars2 Stars
2.13%
+24.68%
CanadaCIG2247
CI Select 20i80e Mgd Port Corp Cl A
2 Stars2 Stars
2.35%
+24.67%
CanadaCIG3247
CI Select 20i80e Mgd Port Corp Cl A
2 Stars2 Stars
2.35%
+24.67%
CanadaNWT106
NEI Growth and Income A
2 Stars2 Stars
2.75%
+24.45%
CanadaNWT207
NEI Growth and Income A
2 Stars2 Stars
2.75%
+24.45%
CanadaFID4979
Fidelity American Balanced Currency Neutral Fund Sr P1
4 Stars4 Stars
1.13%
+24.20%
CanadaEDG1801
EdgePoint Glbl Gr & Inc Pt (non-HST)A(N)
3 Stars3 Stars
1.84%
+24.11%
CanadaFID3559
Fidelity American Balanced Currency Neutral Fund Sr F8
4 Stars4 Stars
1.22%
+24.09%
CanadaFID3557
Fidelity American Balanced Currency Neutral Fund Sr F
4 Stars4 Stars
1.23%
+24.08%
CanadaMFC4562
Symmetry Growth Port T8
3 Stars3 Stars
2.37%
+24.06%
CanadaMFC4563
Symmetry Growth Port T8
3 Stars3 Stars
2.37%
+24.06%
CanadaMFC4564
Symmetry Growth Port T8
3 Stars3 Stars
2.37%
+24.06%
CanadaBNS344
Scotia Selected Maximum Growth A
5 Stars5 Stars
2.22%
+23.93%
CanadaEDG180
EdgePoint Global Growth & Inc Port Sr A
3 Stars3 Stars
1.99%
+23.92%
CanadaMFC3894
Symmetry Growth Port C
3 Stars3 Stars
2.42%
+23.81%
CanadaMFC4266
Symmetry Growth Port C
3 Stars3 Stars
2.42%
+23.81%
CanadaMFC2891
Symmetry Growth Port A
3 Stars3 Stars
2.45%
+23.76%
CanadaMFC3654
Symmetry Growth Port A
3 Stars3 Stars
2.45%
+23.76%
CanadaMFC4116
Symmetry Growth Port A
3 Stars3 Stars
2.45%
+23.76%
CanadaMFC3884
Symmetry Growth Port B
3 Stars3 Stars
2.46%
+23.76%
CanadaMFC4247
Symmetry Growth Port B
3 Stars3 Stars
2.46%
+23.76%
CanadaMFC4589
Symmetry Growth Port T5
3 Stars3 Stars
2.53%
+23.76%
CanadaMFC4590
Symmetry Growth Port T5
3 Stars3 Stars
2.53%
+23.76%
CanadaMFC4591
Symmetry Growth Port T5
3 Stars3 Stars
2.53%
+23.76%
CanadaFID4866
Fidelity Growth Class Port Series E1
4 Stars4 Stars
2.24%
+23.68%
CanadaFID2205
Fidelity Growth Portfolio Series B
4 Stars4 Stars
2.27%
+23.67%
CanadaFID2225
Fidelity Growth Portfolio Series S5
4 Stars4 Stars
2.33%
+23.60%
CanadaFID2215
Fidelity Growth Portfolio Series S8
4 Stars4 Stars
2.32%
+23.59%
CanadaFID2285
Fidelity Growth Class Portfolio Ser B
4 Stars4 Stars
2.30%
+23.57%
CanadaFID2295
Fidelity Growth Class Portfolio Ser B U$
4 Stars4 Stars
2.30%
+23.57%
CanadaFID3225
Fidelity Growth Class Port Series S5
4 Stars4 Stars
2.34%
+23.53%
CanadaFID3215
Fidelity Growth Class Port Series S8
4 Stars4 Stars
2.35%
+23.53%
CanadaFID3235
Fidelity Growth Class Port Series S8 U$
4 Stars4 Stars
2.35%
+23.53%
CanadaFID2505
Fidelity Growth Portfolio Series A
4 Stars4 Stars
2.47%
+23.43%
CanadaTDB853
TD Mgd Idx Agrsv Growth Pt - e
4 Stars4 Stars
1.34%
+23.39%
CanadaFID2585
Fidelity Growth Class Portfolio Ser A
4 Stars4 Stars
2.53%
+23.30%
CanadaFID2595
Fidelity Growth Class Portfolio Ser A U$
4 Stars4 Stars
2.53%
+23.30%
CanadaFID2525
Fidelity Growth Portfolio Series T5
4 Stars4 Stars
2.56%
+23.29%
CanadaFID2515
Fidelity Growth Portfolio Series T8
4 Stars4 Stars
2.56%
+23.28%
CanadaFID3515
Fidelity Growth Class Port Series T8
4 Stars4 Stars
2.58%
+23.26%
CanadaFID3535
Fidelity Growth Class Port Series T8 U$
4 Stars4 Stars
2.58%
+23.26%
CanadaFID3525
Fidelity Growth Class Port Series T5
4 Stars4 Stars
2.58%
+23.25%
CanadaFID3545
Fidelity Growth Class Port Series T5 U$
4 Stars4 Stars
2.58%
+23.25%
CanadaCIG2602
CI Portfolio Series Growth
3 Stars3 Stars
2.44%
+23.20%
CanadaCIG2702
CI Portfolio Series Growth U$
3 Stars3 Stars
2.44%
+23.20%
CanadaCIG3602
CI Portfolio Series Growth
3 Stars3 Stars
2.44%
+23.20%
CanadaCIG3702
CI Portfolio Series Growth U$
3 Stars3 Stars
2.44%
+23.20%
CanadaCGF430
Counsel Growth Portfolio Sr A
2 Stars2 Stars
2.59%
+23.08%
CanadaCGF433
Counsel Growth Portfolio Sr A
2 Stars2 Stars
2.59%
+23.08%
CanadaTDB303
TD Mgd Idx Agrsv Growth Pt - I
4 Stars4 Stars
1.64%
+22.98%
CanadaFID3205
Fidelity Global Growth Portfolio Sr P1
5 Stars5 Stars
1.08%
+22.93%
CanadaFID3206
Fidelity Global Growth Class Portfolio P1
5 Stars5 Stars
1.10%
+22.88%
CanadaRBF681
RBC Balanced Growth & Income Fund F
3 Stars3 Stars
0.97%
+22.86%
CanadaFID2606
Fidelity Global Growth Portfolio Sr F
5 Stars5 Stars
1.16%
+22.82%
CanadaFID3616
Fidelity Global Growth Class Portfolio F8
5 Stars5 Stars
1.18%
+22.80%
CanadaFID3626
Fidelity Global Growth Class Portfolio F5
5 Stars5 Stars
1.19%
+22.79%
CanadaFID2686
Fidelity Global Growth Class Portfolio F
5 Stars5 Stars
1.19%
+22.79%
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, 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
CanadaTDB2771
TD Retirement Balanced Portfolio S Series
0.00%
CanadaTDB2751
TD Retirement Conservative Portfolio S Series
0.00%
CanadaTDB3123
TD US$ Retirement Portfolio S Series
0.00%
CanadaCIG18174
CI Black Creek Global Balanced Class O
0.17%
CanadaCIG18050
CI Portfolio Series Balanced Class O
0.17%
CanadaBMO88492
BMO Growth ETF Portfolio Class F
0.61%
CanadaBMO95704
BMO Growth ETF Portfolio F
0.61%
CanadaBMO36704
BMO Growth ETF Portfolio F6
0.62%
CanadaTDB3178
TD Managed Aggressive Growth ETF D
0.78%
CanadaEDG5801
EdgePoint Glbl Gr & Inc Pt (non-HST)F(N)
0.79%