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  • Fund Categories
    Global Fixed Income Balanced
    (Canada)
  • YTD Change+2.36%
  • 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
CanadaCHO404
Chou Bond Class F
5 Stars5 Stars
1.25%
+39.98%
CanadaCHO400
Chou Bond
5 Stars5 Stars
1.42%
+39.78%
CanadaCHO408
Chou Bond U$
5 Stars5 Stars
1.42%
+39.78%
CanadaAIM7417
Invesco Strategic Yield Fund Series F
3 Stars3 Stars
0.88%
+16.05%
CanadaAIM7570
Invesco Strategic Yield D
2 Stars2 Stars
1.35%
+15.37%
CanadaAIM7411
Invesco Strategic Yield A
1 Star1 Star
2.16%
+14.47%
CanadaAIM7413
Invesco Strategic Yield A
1 Star1 Star
2.16%
+14.47%
CanadaDFA602
DFA Global 40EQ-60FI Portfolio A
3 Stars3 Stars
1.47%
+12.72%
CanadaRBF657
RBC Select Conservative Portfolio F
5 Stars5 Stars
0.90%
+12.35%
CanadaRBF545
RBC Select Conservative Portfolio T5
4 Stars4 Stars
1.84%
+11.30%
CanadaRBF461
RBC Select Conservative Portfolio A
4 Stars4 Stars
1.84%
+11.30%
CanadaFRC2338
Russell Investments Income Essentials Class USDH Sr F-5
2 Stars2 Stars
1.01%
+11.28%
CanadaMMF4624
Manulife Yield Opportunities Fund Series F
5 Stars5 Stars
0.92%
+11.19%
CanadaMMF1038
Manulife Yield Opportunities Fund Series FT6
5 Stars5 Stars
0.92%
+11.18%
CanadaMMF4077
Manulife Balanced Income Private Trust Series F
5 Stars5 Stars
0.89%
+11.08%
CanadaAIM7617
Invesco Intactive Divers Income Port F
4 Stars4 Stars
0.88%
+11.05%
CanadaTDB2485
TD Global Conservative Opportunities Fund - Series F
3 Stars3 Stars
0.84%
+10.99%
CanadaTDB3056
TD Global Conservative Opps - D
3 Stars3 Stars
1.11%
+10.70%
CanadaMMF34624
Manulife Yield Opportunities D
5 Stars5 Stars
1.37%
+10.67%
CanadaAIM27610
Invesco Intactive Divers Income Port D
3 Stars3 Stars
1.38%
+10.47%
CanadaTDB2493
TD Global Conservative Opps - Prm
3 Stars3 Stars
1.45%
+10.25%
CanadaTDB2480
TD Global Conservative Opps - I
2 Stars2 Stars
1.69%
+10.05%
CanadaTDB2481
TD Global Conservative Opps - Adv
2 Stars2 Stars
1.70%
+10.04%
CanadaTDB2482
TD Global Conservative Opps - Adv
2 Stars2 Stars
1.70%
+10.04%
CanadaTDB2483
TD Global Conservative Opps - Adv
2 Stars2 Stars
1.70%
+10.04%
CanadaTDB2484
TD Global Conservative Opps - Adv
2 Stars2 Stars
1.70%
+10.04%
CanadaTML3873
Franklin Quotential Balanced Income Portfolio PF
4 Stars4 Stars
0.84%
+10.00%
CanadaMMF4424
Manulife Yield Opportunities Adv
4 Stars4 Stars
2.04%
+9.95%
CanadaMMF4524
Manulife Yield Opportunities Adv
4 Stars4 Stars
2.04%
+9.95%
CanadaMMF4724
Manulife Yield Opportunities Adv
4 Stars4 Stars
2.04%
+9.95%
CanadaMMF1238
Manulife Yield Opportunities T6
4 Stars4 Stars
2.05%
+9.95%
CanadaMMF1338
Manulife Yield Opportunities T6
4 Stars4 Stars
2.05%
+9.95%
CanadaMMF1538
Manulife Yield Opportunities T6
4 Stars4 Stars
2.05%
+9.95%
CanadaAIM27671
Invesco Intactive Divers Income Port T4
3 Stars3 Stars
1.89%
+9.92%
CanadaAIM27673
Invesco Intactive Divers Income Port T4
3 Stars3 Stars
1.89%
+9.92%
CanadaAIM27681
Invesco Intactive Divers Income Port T6
3 Stars3 Stars
1.91%
+9.88%
CanadaAIM27683
Invesco Intactive Divers Income Port T6
3 Stars3 Stars
1.91%
+9.88%
CanadaFID3310
Fidelity Income Class Port Series P2
5 Stars5 Stars
0.88%
+9.85%
CanadaAIM8613
Invesco Intactive Divers Inc Pt Cl Sr A
3 Stars3 Stars
1.95%
+9.82%
CanadaAIM7611
Invesco Intactive Divers Income Port
2 Stars2 Stars
1.99%
+9.80%
CanadaAIM7613
Invesco Intactive Divers Income Port
2 Stars2 Stars
1.99%
+9.80%
CanadaFID3309
Fidelity Income Class Port Series P1T5
5 Stars5 Stars
0.95%
+9.77%
CanadaFID3308
Fidelity Income Class Port Series P1
5 Stars5 Stars
0.95%
+9.77%
CanadaFID3306
Fidelity Income Portfolio Series P1
5 Stars5 Stars
0.94%
+9.75%
CanadaFID2681
Fidelity Income Class Portfolio Ser F
5 Stars5 Stars
1.01%
+9.71%
CanadaFID3611
Fidelity Income Class Port Series F8
5 Stars5 Stars
1.01%
+9.71%
CanadaFID3621
Fidelity Income Class Port Series F5
5 Stars5 Stars
1.02%
+9.70%
CanadaFID2601
Fidelity Income Portfolio Series F
5 Stars5 Stars
1.01%
+9.69%
CanadaFID2621
Fidelity Income Portfolio Series F5
5 Stars5 Stars
1.02%
+9.67%
CanadaMMF3677
Manulife Moderate Portfolio Series F
5 Stars5 Stars
1.13%
+9.47%
CanadaFID3932
Fidelity Global Income Class Portfolio P4
5 Stars5 Stars
0.82%
+9.34%
CanadaFID3931
Fidelity Global Income Class Portfolio P3
5 Stars5 Stars
0.85%
+9.32%
CanadaFID3251
Fidelity Global Income Class Portfolio P2
5 Stars5 Stars
0.87%
+9.28%
CanadaFID3700
Fidelity Global Income Portfolio Sr P1T5
5 Stars5 Stars
0.94%
+9.21%
CanadaFID3227
Fidelity Global Income Portfolio Sr P1
5 Stars5 Stars
0.94%
+9.21%
CanadaFID3232
Fidelity Global Income Class Portfolio P1T5
5 Stars5 Stars
0.95%
+9.19%
CanadaFID3229
Fidelity Global Income Class Portfolio P1
5 Stars5 Stars
0.95%
+9.18%
CanadaAGF384
AGF Elements Conservative Portfolio Sr F
4 Stars4 Stars
1.08%
+9.15%
CanadaFID2602
Fidelity Global Income Portfolio Sr F
5 Stars5 Stars
1.01%
+9.15%
CanadaFID3612
Fidelity Global Income Class Portfolio F8
5 Stars5 Stars
1.00%
+9.14%
CanadaFID2622
Fidelity Global Income Portfolio Sr F5
5 Stars5 Stars
1.01%
+9.14%
CanadaFID2612
Fidelity Global Income Portfolio Sr F8
5 Stars5 Stars
1.01%
+9.14%
CanadaFID2682
Fidelity Global Income Class Portfolio F
5 Stars5 Stars
1.01%
+9.11%
CanadaFRC846
Russell Investments Income Essentials Series F-6
4 Stars4 Stars
0.97%
+9.10%
CanadaFID3622
Fidelity Global Income Class Portfolio F5
5 Stars5 Stars
1.02%
+9.10%
CanadaFRC845
Russell Investments Income Essentials Series F-5
4 Stars4 Stars
0.97%
+9.10%
CanadaNWT8914
NEI Select Income & Growth RS Portfolio PF
-1 Star
0.78%
+9.09%
CanadaFRC847
Russell Investments Income Essentials Series F-7
4 Stars4 Stars
0.97%
+9.09%
CanadaFRC830
Russell Investments Income Essentials Series F
4 Stars4 Stars
1.00%
+9.06%
CanadaAGF5008
AGF Elements Conservative Portfolio Cl F
4 Stars4 Stars
1.15%
+9.03%
CanadaCGF410
Counsel Conservative Portfolio Sr A
3 Stars3 Stars
2.40%
+9.03%
CanadaCGF413
Counsel Conservative Portfolio Sr A
3 Stars3 Stars
2.40%
+9.03%
CanadaNWT914
NEI Select Income & Growth RS Portfolio F
4 Stars4 Stars
0.98%
+8.85%
CanadaCIG18055
CI Portfolio Series Income Cl O
-1 Star
0.17%
+8.68%
CanadaTML690
Franklin Quotential Bal Income Port T
3 Stars3 Stars
2.10%
+8.64%
CanadaTML691
Franklin Quotential Bal Income Port T
3 Stars3 Stars
2.10%
+8.64%
CanadaTML656
Franklin Quotential Bal Income Port A
3 Stars3 Stars
2.11%
+8.62%
CanadaTML657
Franklin Quotential Bal Income Port A
3 Stars3 Stars
2.11%
+8.62%
CanadaFID4874
Fidelity Income Class Port Series E2
4 Stars4 Stars
2.03%
+8.60%
CanadaFID4872
Fidelity Income Class Port Series E1
3 Stars3 Stars
2.09%
+8.53%
CanadaFID2281
Fidelity Income Class Portfolio Ser B
4 Stars4 Stars
2.14%
+8.47%
CanadaFID2291
Fidelity Income Class Portfolio Ser B U$
4 Stars4 Stars
2.14%
+8.47%
CanadaFID2211
Fidelity Income Portfolio Series S8
4 Stars4 Stars
2.12%
+8.47%
CanadaFID3211
Fidelity Income Class Port Series S8
4 Stars4 Stars
2.16%
+8.47%
CanadaFID3244
Fidelity Income Class Port Series S8 U$
4 Stars4 Stars
2.16%
+8.47%
CanadaFID2201
Fidelity Income Portfolio Series B
4 Stars4 Stars
2.14%
+8.45%
CanadaFID3221
Fidelity Income Class Port Series S5
4 Stars4 Stars
2.16%
+8.45%
CanadaFID2221
Fidelity Income Portfolio Series S5
4 Stars4 Stars
2.15%
+8.43%
CanadaRBF5401
RBC Conservative Growth & Income Fund F
4 Stars4 Stars
0.87%
+8.41%
CanadaFRC2041
Russell Investments Income Essentials Class Sr F-5
3 Stars3 Stars
0.96%
+8.31%
CanadaFRC2043
Russell Investments Income Essentials Class Sr F-7
3 Stars3 Stars
0.97%
+8.30%
CanadaFRC2042
Russell Investments Income Essentials Class Sr F-6
3 Stars3 Stars
0.97%
+8.30%
CanadaFRC2040
Russell Investments Income Essentials Class Sr F
3 Stars3 Stars
1.00%
+8.27%
CanadaFRC455
Multi-Asset Income Strategy Series F-5
4 Stars4 Stars
0.98%
+8.26%
CanadaFRC803
Multi-Asset Income Strategy Series F
4 Stars4 Stars
0.98%
+8.25%
CanadaFID2581
Fidelity Income Class Portfolio Ser A
3 Stars3 Stars
2.38%
+8.21%
CanadaFID2591
Fidelity Income Class Portfolio Ser A U$
3 Stars3 Stars
2.38%
+8.21%
CanadaFID2501
Fidelity Income Portfolio Series A
4 Stars4 Stars
2.37%
+8.21%
CanadaFID3521
Fidelity Income Class Port Series T5
3 Stars3 Stars
2.39%
+8.21%
CanadaFID3541
Fidelity Income Class Port Series T5 U$
3 Stars3 Stars
2.39%
+8.21%
Show TD Mutual Funds FirstSelect AllGo

Global Fixed Income Balanced

Funds in the Global Fixed Income 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 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
CanadaAGF1409
AGF Elements Yield Portfolio Series W
0.06%
CanadaCIG18055
CI Portfolio Series Income Cl O
0.17%
CanadaCIG18100
CI Select Income Managed Corp Class O
0.17%
CanadaBMO95702
BMO Conservative ETF Portfolio F
0.56%
CanadaBMO36702
BMO Conservative ETF Portfolio F6
0.56%
CanadaATL2806
Renaissance US$ Diversified Income F Prm
0.67%
CanadaBMO95224
BMO Retirement Conservative Port F
0.67%
CanadaNWT8599
NEI Conservative Yield Portfolio PF
0.76%
CanadaNWT8914
NEI Select Income & Growth RS Portfolio PF
0.78%
CanadaMFC4792
Mackenzie Monthly Income Conservative Portfolio F
0.79%