Mutual FundsCategories

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CompanyCountrySymbol
  • Fund Categories
    2025 Target Date Portfolio
    (Canada)
  • YTD Change+5.85%
  • Avg. MER*---

RISK RETURN ANALYSIS & FUND DETAILS

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NameMorningstarMER1 Year Return
FID025
Fidelity ClearPath 2025 Port Series F
1.01%
+20.48%
FID725
Fidelity ClearPath 2025 Port Series B
2.14%
+19.11%
FID425
Fidelity ClearPath 2025 Port Series A
2.38%
+18.82%
RBF1638
RBC Retirement 2025 Portfolio F
0.85%
+18.79%
RBF360
Phillips, Hager & North LifeTime 2025 Series F
0.70%
+17.08%
RBF1920
Phillips, Hager & North LifeTime 2025 Fund D
0.96%
+16.78%
CCM8020
IA Clarington Target Click 2025
0.22%
+9.49%
CCM8021
IA Clarington Target Click 2025
0.22%
+9.49%
CCM8023
IA Clarington Target Click 2025 F
0.22%
+9.23%
BMO95169
BMO Target Education 2025 Portfolio F
0.90%
+9.09%
BMO70169
BMO Target Education 2025 Portfolio A
1.56%
+8.37%
RBF5731
RBC Target 2025 Education Fund F
0.79%
+7.40%
RBF1048
RBC Target 2025 Education Fund D
0.84%
+7.34%
RBF595
RBC Target 2025 Education Fund A
1.04%
+7.12%
BMO31412
BMO LifeStage Plus 2025 D
1.11%
+7.09%
BMO97412
BMO LifeStage Plus 2025 Advisor
1.43%
+6.50%
BMO99412
BMO LifeStage Plus 2025 Advisor
1.43%
+6.50%
BMO70412
BMO LifeStage Plus 2025 A
1.44%
+6.45%
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2025 Target Date Portfolio

These are target-date funds that mature in 2025 or earlier and after 2020. Funds in the Target Date fund group comply with the Balanced fund category criteria but have specific, pre-determined maturity dates and a stated mandate to adjust their target asset allocation weightings over time as they approach their maturity dates. Upon maturity, funds in the Target Date fund group will be moved out of the Target Date group and included in the appropriate Fixed Income or Balanced fund category.

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.
Show TD Mutual Funds First
NameMER
CCM8020
IA Clarington Target Click 2025
0.22%
CCM8021
IA Clarington Target Click 2025
0.22%
CCM8023
IA Clarington Target Click 2025 F
0.22%
RBF360
Phillips, Hager & North LifeTime 2025 Series F
0.70%
RBF5731
RBC Target 2025 Education Fund F
0.79%
RBF1048
RBC Target 2025 Education Fund D
0.84%
RBF1638
RBC Retirement 2025 Portfolio F
0.85%
BMO95169
BMO Target Education 2025 Portfolio F
0.90%
RBF1920
Phillips, Hager & North LifeTime 2025 Fund D
0.96%
FID025
Fidelity ClearPath 2025 Port Series F
1.01%