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  • Fund Categories
    2035 Target Date Portfolio
    (Canada)
  • YTD Change+5.07%
  • 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
CanadaBMO31171
BMO Target Education 2035 Portfolio D
4 Stars4 Stars
0.96%
+21.73%
CanadaBMO70171
BMO Target Education 2035 Portfolio A
3 Stars3 Stars
1.56%
+21.01%
CanadaFID735
Fidelity ClearPath 2035 Port Series B
4 Stars4 Stars
2.24%
+20.37%
CanadaFID435
Fidelity ClearPath 2035 Port Series A
4 Stars4 Stars
2.45%
+20.12%
CanadaRBF1062
RBC Target 2035 Education Sr D
4 Stars4 Stars
1.31%
+20.02%
CanadaRBF522
RBC Target 2035 Education Sr A
3 Stars3 Stars
2.13%
+19.05%
CanadaAIM5811
Invesco Intactive 2033 Portfolio
1 Star1 Star
2.36%
+7.69%
CanadaAIM5813
Invesco Intactive 2033 Portfolio
1 Star1 Star
2.36%
+7.69%
CanadaRBF1940
PH&N LifeTime 2035 Sr D
3 Stars3 Stars
1.08%
+7.64%
Show TD Mutual Funds FirstSelect AllGo

2035 Target Date Portfolio

These are target-date funds that mature in 2035 or earlier and after 2030.

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
CanadaBMO31171
BMO Target Education 2035 Portfolio D
0.96%
CanadaRBF1940
PH&N LifeTime 2035 Sr D
1.08%
CanadaRBF1062
RBC Target 2035 Education Sr D
1.31%
CanadaBMO70171
BMO Target Education 2035 Portfolio A
1.56%
CanadaRBF522
RBC Target 2035 Education Sr A
2.13%
CanadaFID735
Fidelity ClearPath 2035 Port Series B
2.24%
CanadaAIM5811
Invesco Intactive 2033 Portfolio
2.36%
CanadaAIM5813
Invesco Intactive 2033 Portfolio
2.36%
CanadaFID435
Fidelity ClearPath 2035 Port Series A
2.45%