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  • Fund Categories
    Global Neutral Balanced
    (Canada)
  • YTD Change+6.97%
  • Avg. MER*1.56%

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
CanadaCIG5304
CI High Income Corporate Class I
-1 Star
---
+27.52%
CanadaCIG18117
CI High Income Corporate Class O
-1 Star
0.16%
+27.33%
CanadaMMF4638
Manulife U.S. Monthly High Income Fund Series F
5 Stars5 Stars
1.14%
+27.17%
CanadaCIG15167
CI High Income Fund Class EF
3 Stars3 Stars
1.00%
+26.80%
CanadaCIG447
CI High Income Fund Class F
3 Stars3 Stars
1.05%
+26.74%
CanadaGOC6003
Canoe North American Monthly Income Portfolio Class F
4 Stars4 Stars
1.29%
+26.51%
CanadaMMF9323
Manulife U.S. Dollar Strategic Bal Yield Fund Ser F
4 Stars4 Stars
1.16%
+26.44%
CanadaCIG15717
CI High Income Corporate Class EFT5
3 Stars3 Stars
0.96%
+26.32%
CanadaCIG452T5
CI High Income Corporate Class F T5
3 Stars3 Stars
1.03%
+26.23%
CanadaCIG952T8
CI High Income Corporate Class F T8
3 Stars3 Stars
1.04%
+26.21%
CanadaCIG4304
CI High Income Corporate Class F
3 Stars3 Stars
1.05%
+26.20%
CanadaCIG4504
CI High Income Corporate Class F
3 Stars3 Stars
1.05%
+26.20%
CanadaCIG686
CI High Income
3 Stars3 Stars
1.60%
+26.05%
CanadaCIG786
CI High Income
3 Stars3 Stars
1.60%
+26.05%
CanadaMMF9028
Manulife US Monthly High Inc T6
5 Stars5 Stars
2.24%
+25.77%
CanadaMMF9128
Manulife US Monthly High Inc T6
5 Stars5 Stars
2.24%
+25.77%
CanadaMMF9328
Manulife US Monthly High Inc T6
5 Stars5 Stars
2.24%
+25.77%
CanadaMMF4438
Manulife US Monthly High Inc Adv
5 Stars5 Stars
2.25%
+25.76%
CanadaMMF4538
Manulife US Monthly High Inc Adv
5 Stars5 Stars
2.25%
+25.76%
CanadaMMF4738
Manulife US Monthly High Inc Adv
5 Stars5 Stars
2.25%
+25.76%
CanadaCIG18142
CI Canadian Inc&Gr Corp Cl O
-1 Star
0.16%
+25.64%
CanadaCIG652T8
CI High Income Corporate Class T8
3 Stars3 Stars
1.59%
+25.51%
CanadaCIG752T8
CI High Income Corporate Class T8
3 Stars3 Stars
1.59%
+25.51%
CanadaCIG2304
CI High Income Corporate Cl
3 Stars3 Stars
1.60%
+25.51%
CanadaCIG2504
CI High Income Corporate Cl U$
3 Stars3 Stars
1.60%
+25.51%
CanadaCIG3304
CI High Income Corporate Cl
3 Stars3 Stars
1.60%
+25.51%
CanadaCIG3504
CI High Income Corporate Cl U$
3 Stars3 Stars
1.60%
+25.51%
CanadaCIG152T5
CI High Income Corporate Class T5
3 Stars3 Stars
1.60%
+25.51%
CanadaCIG252T5
CI High Income Corporate Class T5
3 Stars3 Stars
1.60%
+25.51%
CanadaCIG352T5
CI High Income Corporate Class T5
3 Stars3 Stars
1.60%
+25.51%
CanadaCIG15192
CI Canadian Income & Growth Fund Class EF
4 Stars4 Stars
1.07%
+25.14%
CanadaMMF9322
Manulife US$ Strategic Bal Yield Adv
3 Stars3 Stars
2.25%
+25.05%
CanadaMMF9605
Manulife US$ Strategic Bal Yield Adv
3 Stars3 Stars
2.25%
+25.05%
CanadaMMF9622
Manulife US$ Strategic Bal Yield Adv
3 Stars3 Stars
2.25%
+25.05%
CanadaGOC6001
Canoe North American Mth Inc Port Cl A
3 Stars3 Stars
2.45%
+25.05%
CanadaCIG6416
CI Canadian Income & Growth Fund Class F
4 Stars4 Stars
1.31%
+24.84%
CanadaCIG931T8
CI Canadian Income & Growth Corporate Class F T8
4 Stars4 Stars
1.33%
+24.19%
CanadaCIG4309
CI Canadian Income & Growth Corporate Class F
4 Stars4 Stars
1.32%
+24.18%
CanadaCIG4509
CI Canadian Income & Growth Corporate Class F
4 Stars4 Stars
1.32%
+24.18%
CanadaCIG431T5
CI Canadian Income & Growth Corporate Class F T5
4 Stars4 Stars
1.34%
+24.17%
CanadaTDB2474
TD U.S. Monthly Income Fund - Premium F series (US$)
5 Stars5 Stars
0.67%
+23.85%
CanadaTDB3479
TD US Monthly Income Ser FT5
5 Stars5 Stars
0.80%
+23.64%
CanadaTDB2471
TD US Monthly Income Fund S
5 Stars5 Stars
0.84%
+23.64%
CanadaTDB2465
TD US Monthly Income Fund F
5 Stars5 Stars
0.82%
+23.61%
CanadaMMF4630
Manulife Strategic Balanced Yield Fund Series F
4 Stars4 Stars
1.14%
+23.53%
CanadaMMF9685
Manulife Strategic Balanced Yield Fund Series F
4 Stars4 Stars
1.14%
+23.53%
CanadaMMF1613
Manulife Strategic Balanced Yield Fund Series FT6
4 Stars4 Stars
1.14%
+23.51%
CanadaCIG6116
CI Canadian Income & Growth
3 Stars3 Stars
2.41%
+23.48%
CanadaCIG6166
CI Canadian Income & Growth
3 Stars3 Stars
2.41%
+23.48%
CanadaFID5862
Fidelity U.S. Monthly Income Currency Neutral Fund P4
4 Stars4 Stars
0.90%
+23.35%
CanadaTDB3042
TD US Monthly Income Ser D
5 Stars5 Stars
1.09%
+23.32%
CanadaFID5122
Fidelity U.S. Monthly Income Currency Neutral Fund P3
4 Stars4 Stars
0.91%
+23.16%
CanadaFID5618
Fidelity U.S. Monthly Income Currency Neutral Fund P3T5
4 Stars4 Stars
0.78%
+23.16%
CanadaFID3785
Fidelity U.S. Monthly Income Currency Neutral Fund P2
4 Stars4 Stars
0.96%
+23.06%
CanadaFID5617
Fidelity U.S. Monthly Income Currency Neutral Fund P2T5
4 Stars4 Stars
0.99%
+23.03%
CanadaFID3437
Fidelity U.S. Monthly Income Currency Neutral Fund P1
4 Stars4 Stars
1.01%
+23.01%
CanadaFID5182
Fidelity U.S. Monthly Income Currency Neutral Fund P1T5
4 Stars4 Stars
1.02%
+23.00%
CanadaFID2700
Fidelity U.S. Monthly Income Currency Neutral Fund F
4 Stars4 Stars
1.09%
+22.91%
CanadaFID2702
Fidelity U.S. Monthly Income Currency Neutral Fund F8
4 Stars4 Stars
1.10%
+22.90%
CanadaFID2701
Fidelity U.S. Monthly Income Currency Neutral Fund F5
4 Stars4 Stars
1.10%
+22.89%
CanadaCIG131T5
CI Canadian Inc&Gr Corp Cl T5
3 Stars3 Stars
2.41%
+22.86%
CanadaCIG231T5
CI Canadian Inc&Gr Corp Cl T5
3 Stars3 Stars
2.41%
+22.86%
CanadaCIG631T8
CI Canadian Inc&Gr Corp Cl T8
3 Stars3 Stars
2.41%
+22.85%
CanadaCIG731T8
CI Canadian Inc&Gr Corp Cl T8
3 Stars3 Stars
2.41%
+22.85%
CanadaCIG2309
CI Income&Growth Corp Cl
3 Stars3 Stars
2.44%
+22.81%
CanadaCIG2509
CI Income&Growth Corp Cl U$
3 Stars3 Stars
2.44%
+22.81%
CanadaCIG3309
CI Income&Growth Corp Cl
3 Stars3 Stars
2.44%
+22.81%
CanadaCIG3509
CI Income&Growth Corp Cl U$
3 Stars3 Stars
2.44%
+22.81%
CanadaMMF4079
Manulife U.S. Balanced Private Trust Series F
4 Stars4 Stars
0.93%
+22.59%
CanadaTDB2473
TD U.S. Monthly Income - Prem
5 Stars5 Stars
1.86%
+22.43%
CanadaBMO95804
BMO US Dollar Monthly Income F
4 Stars4 Stars
0.78%
+22.41%
CanadaMMF9411
Manulife Global Monthly High Income T6
5 Stars5 Stars
2.35%
+22.34%
CanadaMMF9511
Manulife Global Monthly High Income T6
5 Stars5 Stars
2.35%
+22.34%
CanadaMMF9711
Manulife Global Monthly High Income T6
5 Stars5 Stars
2.35%
+22.34%
CanadaMMF4413
Manulife Global Monthly High Income Adv
5 Stars5 Stars
2.40%
+22.28%
CanadaMMF4513
Manulife Global Monthly High Income Adv
5 Stars5 Stars
2.40%
+22.28%
CanadaMMF4713
Manulife Global Monthly High Income Adv
5 Stars5 Stars
2.40%
+22.28%
CanadaTDB2466
TD US Monthly Income H
5 Stars5 Stars
2.00%
+22.27%
CanadaTDB2467
TD US Monthly Income T
5 Stars5 Stars
2.01%
+22.21%
CanadaTDB2468
TD US Monthly Income T
5 Stars5 Stars
2.01%
+22.21%
CanadaTDB2469
TD US Monthly Income T
5 Stars5 Stars
2.01%
+22.21%
CanadaTDB2470
TD US Monthly Income T
5 Stars5 Stars
2.01%
+22.21%
CanadaTDB2461
TD US Monthly Income A
5 Stars5 Stars
2.02%
+22.20%
CanadaTDB2462
TD US Monthly Income A
5 Stars5 Stars
2.02%
+22.20%
CanadaTDB2463
TD US Monthly Income A
5 Stars5 Stars
2.02%
+22.20%
CanadaTDB2464
TD US Monthly Income A
5 Stars5 Stars
2.02%
+22.20%
CanadaTDB2460
TD US Monthly Income I
5 Stars5 Stars
2.03%
+22.17%
CanadaMMF4430
Manulife Strategic Balanced Yield Adv
4 Stars4 Stars
2.27%
+22.14%
CanadaMMF4530
Manulife Strategic Balanced Yield Adv
4 Stars4 Stars
2.27%
+22.14%
CanadaMMF4730
Manulife Strategic Balanced Yield Adv
4 Stars4 Stars
2.27%
+22.14%
CanadaMMF9480
Manulife Strategic Balanced Yield T6
4 Stars4 Stars
2.28%
+22.13%
CanadaMMF9580
Manulife Strategic Balanced Yield T6
4 Stars4 Stars
2.28%
+22.13%
CanadaMMF9780
Manulife Strategic Balanced Yield T6
4 Stars4 Stars
2.28%
+22.13%
CanadaMMF4376
Manulife Strategic Dividend Bundle FT
5 Stars5 Stars
1.11%
+21.90%
CanadaMMF4676
Manulife Strategic Dividend Bundle F
5 Stars5 Stars
1.14%
+21.88%
CanadaBMO31804
BMO US Dollar Monthly Income D
2 Stars2 Stars
1.41%
+21.62%
CanadaFID2697
Fidelity US Monthly Income CN B
3 Stars3 Stars
2.29%
+21.46%
CanadaFID1667
Fidelity Balanced Ccy Neutral Priv Pl F
4 Stars4 Stars
0.94%
+21.07%
CanadaCIG18194
CI Global Income & Growth O
-1 Star
0.17%
+21.02%
CanadaBMO70804
BMO US Dollar Monthly Income A
3 Stars3 Stars
2.26%
+20.61%
Show TD Mutual Funds FirstSelect AllGo

Global Neutral Balanced

Funds in the Global Neutral 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 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
CanadaCIG18117
CI High Income Corporate Class O
0.16%
CanadaCIG18142
CI Canadian Inc&Gr Corp Cl O
0.16%
CanadaCIG18052
CI Portfolio Series Conserv Bal Cl O
0.17%
CanadaCIG18194
CI Global Income & Growth O
0.17%
CanadaBMO95149
BMO Diversified Income Portfolio F
0.60%
CanadaBMO88491
BMO Balanced ETF Portfolio Class F
0.61%
CanadaBMO95703
BMO Balanced ETF Portfolio F
0.61%
CanadaBMO36703
BMO Balanced ETF Portfolio F6
0.61%
CanadaTDB2474
TD U.S. Monthly Income Fund - Premium F series (US$)
0.67%
CanadaFID5846
Fidelity NorthStar Balanced Fund Series P5T5
0.68%