Search Criteria

Filter search criteria using below inputs

Click on magnifying glass icon to search

Search Criteria - - - Stocks (0)
CompanyCountrySymbol
  • Fund Categories
    2030 Target Date Portfolio
    (Canada)
  • YTD Change+1.01%
  • 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.
Y Axis Label
Could not chart data
Not enough data to chart.
X Axis Label
RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaFID730
Fidelity ClearPath 2030 Port Series B
5 Stars5 Stars
2.23%
+17.42%
CanadaFID430
Fidelity ClearPath 2030 Port Series A
5 Stars5 Stars
2.45%
+17.17%
CanadaBMO31170
BMO Target Education 2030 Portfolio D
4 Stars4 Stars
0.95%
+15.43%
CanadaBMO70170
BMO Target Education 2030 Portfolio A
3 Stars3 Stars
1.56%
+14.74%
CanadaRBF1049
RBC Target 2030 Education Sr D
4 Stars4 Stars
1.05%
+13.81%
CanadaRBF549
RBC Target 2030 Education Sr A
3 Stars3 Stars
1.83%
+12.93%
CanadaRBF1930
PH&N LifeTime 2030 Sr D
4 Stars4 Stars
1.02%
+7.93%
CanadaAIM5711
Invesco Intactive 2028 Portfolio
2 Stars2 Stars
2.37%
+5.88%
CanadaAIM5713
Invesco Intactive 2028 Portfolio
2 Stars2 Stars
2.37%
+5.88%
CanadaCCM8025
IA Clarington Target Click 2030 Sr A
2 Stars2 Stars
2.50%
-3.57%
CanadaCCM8026
IA Clarington Target Click 2030 Sr A
2 Stars2 Stars
2.50%
-3.57%
CanadaBMO70417
BMO LifeStage Plus 2026 A
3 Stars3 Stars
1.88%
-3.84%
CanadaBMO97417
BMO LifeStage Plus 2026 Advisor
3 Stars3 Stars
1.90%
-3.85%
CanadaBMO99417
BMO LifeStage Plus 2026 Advisor
3 Stars3 Stars
1.90%
-3.85%
CanadaBMO97413
BMO LifeStage Plus 2030 Advisor
2 Stars2 Stars
1.98%
-5.62%
CanadaBMO99413
BMO LifeStage Plus 2030 Advisor
2 Stars2 Stars
1.98%
-5.62%
CanadaBMO70413
BMO LifeStage Plus 2030 A
2 Stars2 Stars
2.01%
-5.64%
Show TD Mutual Funds FirstSelect AllGo

2030 Target Date Portfolio

These are target-date funds that mature in 2030 or earlier and after 2025.

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
CanadaBMO31170
BMO Target Education 2030 Portfolio D
0.95%
CanadaRBF1930
PH&N LifeTime 2030 Sr D
1.02%
CanadaRBF1049
RBC Target 2030 Education Sr D
1.05%
CanadaBMO70170
BMO Target Education 2030 Portfolio A
1.56%
CanadaRBF549
RBC Target 2030 Education Sr A
1.83%
CanadaBMO70417
BMO LifeStage Plus 2026 A
1.88%
CanadaBMO97417
BMO LifeStage Plus 2026 Advisor
1.90%
CanadaBMO99417
BMO LifeStage Plus 2026 Advisor
1.90%
CanadaBMO97413
BMO LifeStage Plus 2030 Advisor
1.98%
CanadaBMO99413
BMO LifeStage Plus 2030 Advisor
1.98%