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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
CanadaATL2511
Renaissance Floating Rate Income Fund Class F
5 Stars5 out of 5 Stars
0.84%
+11.48%
CanadaAGF1401
AGF Floating Rate Income Series W
4 Stars4 out of 5 Stars
0.00%
+10.87%
CanadaIGI1454
IG Mackenzie Floating Rate Income F
3 Stars3 out of 5 Stars
0.46%
+10.18%
CanadaFID2188
Fidelity Floating Rate High Income Fund F
5 Stars5 out of 5 Stars
0.90%
+10.13%
CanadaFID2191
Fidelity Floating Rate High Income Fund F
5 Stars5 out of 5 Stars
0.90%
+10.13%
CanadaMFC4330
Mackenzie Floating Rate Income Fund - F5
3 Stars3 out of 5 Stars
0.87%
+10.08%
CanadaMFC4328
Mackenzie Floating Rate Income Fund - F
3 Stars3 out of 5 Stars
0.89%
+10.05%
CanadaAGF5028
AGF Floating Rate Income Fund Series F
4 Stars4 out of 5 Stars
0.85%
+9.92%
CanadaAGF5128
AGF Floating Rate Income Fund Series F
4 Stars4 out of 5 Stars
0.85%
+9.92%
CanadaMFC4678
Mackenzie Floating Rate Income D
3 Stars3 out of 5 Stars
1.01%
+9.92%
CanadaMFC4708
Mackenzie Floating Rate Income D
3 Stars3 out of 5 Stars
1.01%
+9.92%
CanadaMFC6708
Mackenzie Floating Rate Income Fund PWT5
2 Stars2 out of 5 Stars
1.47%
+9.41%
CanadaMFC4336
Mackenzie Floating Rate Income Fund - SC
2 Stars2 out of 5 Stars
1.62%
+9.26%
CanadaMFC4337
Mackenzie Floating Rate Income Fund - SC
2 Stars2 out of 5 Stars
1.62%
+9.26%
CanadaMFC4338
Mackenzie Floating Rate Income Fund - S5
2 Stars2 out of 5 Stars
1.64%
+9.23%
CanadaMFC4339
Mackenzie Floating Rate Income Fund - S5
2 Stars2 out of 5 Stars
1.64%
+9.23%
CanadaFID2674
Fidelity Floating Rate High Income Currency Neutral F
3 Stars3 out of 5 Stars
0.94%
+8.94%
CanadaMFC4324
Mackenzie Floating Rate Income Fund - A
2 Stars2 out of 5 Stars
1.98%
+8.85%
CanadaMFC4325
Mackenzie Floating Rate Income Fund - A
2 Stars2 out of 5 Stars
1.98%
+8.85%
CanadaMFC4326
Mackenzie Floating Rate Income Fund - A
2 Stars2 out of 5 Stars
1.98%
+8.85%
CanadaMFC4327
Mackenzie Floating Rate Income Fund - A
2 Stars2 out of 5 Stars
1.98%
+8.85%
CanadaIGI1453
IG Mackenzie Floating Rate Income J NL
3 Stars3 out of 5 Stars
1.71%
+8.82%
CanadaAGF4076
AGF Floating Rate Income Fund
3 Stars3 out of 5 Stars
1.96%
+8.74%
CanadaAGF4176
AGF Floating Rate Income Fund
3 Stars3 out of 5 Stars
1.96%
+8.74%
CanadaAIM1237
Invesco Floating Rate Income Fund Series F
4 Stars4 out of 5 Stars
0.94%
+6.98%
CanadaAIM2428
Invesco Floating Rate Income Fund Series F
4 Stars4 out of 5 Stars
0.94%
+6.98%
CanadaAIM1231
Invesco Floating Rate Income Fund Series A
3 Stars3 out of 5 Stars
1.65%
+6.24%
CanadaAIM1233
Invesco Floating Rate Income Fund Series A
3 Stars3 out of 5 Stars
1.65%
+6.24%
CanadaAIM2412
Invesco Floating Rate Income Fund Series A
3 Stars3 out of 5 Stars
1.65%
+6.24%
CanadaAIM2414
Invesco Floating Rate Income Fund Series A
3 Stars3 out of 5 Stars
1.65%
+6.24%
CanadaCCM9944
IA Clarington Floating Rate Inc Fund F
2 Stars2 out of 5 Stars
0.94%
+3.86%
CanadaCCM9945
IA Clarington Floating Rate Inc Fund F5
2 Stars2 out of 5 Stars
0.93%
+3.86%
CanadaCCM9940
IA Clarington Floating Rate Inc Fund A
1 Star1 out of 5 Stars
1.86%
+2.90%
CanadaCCM1888
IA Clarington U.S. Dollar Floating Rate Income Fund F
2 Stars2 out of 5 Stars
0.99%
+1.57%
Show TD Mutual Funds FirstSelect AllGo

Floating Rate Loans

Funds in the Floating Rate Loan category must have a stated mandate to invest in floating rate loans such that at least 25% of the portfolio is invested in non-investment grade floating rate loans. The average credit quality of the portfolio must be below investment grade (lower than BBB or equivalent).

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.
FUND STRATEGIES - Assets under Mgmt
Show TD Mutual Funds First
Name sortableMER sortable
CanadaAGF1401
AGF Floating Rate Income Series W
0.00%
CanadaIGI1454
IG Mackenzie Floating Rate Income F
0.46%
CanadaATL2511
Renaissance Floating Rate Income Fund Class F
0.84%
CanadaAGF5028
AGF Floating Rate Income Fund Series F
0.85%
CanadaAGF5128
AGF Floating Rate Income Fund Series F
0.85%
CanadaMFC4330
Mackenzie Floating Rate Income Fund - F5
0.87%
CanadaMFC4328
Mackenzie Floating Rate Income Fund - F
0.89%
CanadaFID2188
Fidelity Floating Rate High Income Fund F
0.90%
CanadaFID2191
Fidelity Floating Rate High Income Fund F
0.90%
CanadaCCM9945
IA Clarington Floating Rate Inc Fund F5
0.93%