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  • Fund Categories
    2035 Target Date Portfolio
    (Canada)
  • YTD Change+4.49%
  • 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
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RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaFID035
Fidelity ClearPath 2035 Port Series F
4 Stars4 out of 5 Stars
1.08%
+13.49%
CanadaFID735
Fidelity ClearPath 2035 Port Series B
4 Stars4 out of 5 Stars
2.21%
+12.23%
CanadaFID435
Fidelity ClearPath 2035 Port Series A
4 Stars4 out of 5 Stars
2.42%
+11.99%
CanadaRBF5722
RBC Target 2035 Education Fund F
4 Stars4 out of 5 Stars
0.85%
+11.71%
CanadaBMO95171
BMO Target Education 2035 Portfolio F
-1 out of 5 Stars
0.90%
+11.48%
CanadaRBF1062
RBC Target 2035 Education Fund D
4 Stars4 out of 5 Stars
1.13%
+11.40%
CanadaBMO70171
BMO Target Education 2035 Portfolio A
3 Stars3 out of 5 Stars
1.56%
+10.75%
CanadaRBF522
RBC Target 2035 Education Fund A
3 Stars3 out of 5 Stars
1.95%
+10.49%
CanadaRBF363
Phillips, Hager & North LifeTime 2035 Series F
2 Stars2 out of 5 Stars
0.78%
+6.29%
CanadaRBF1940
PH&N LifeTime 2035 Fund D
2 Stars2 out of 5 Stars
1.08%
+6.02%
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, Mar 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
CanadaRBF363
Phillips, Hager & North LifeTime 2035 Series F
0.78%
CanadaRBF5722
RBC Target 2035 Education Fund F
0.85%
CanadaBMO95171
BMO Target Education 2035 Portfolio F
0.90%
CanadaRBF1940
PH&N LifeTime 2035 Fund D
1.08%
CanadaFID035
Fidelity ClearPath 2035 Port Series F
1.08%
CanadaRBF1062
RBC Target 2035 Education Fund D
1.13%
CanadaBMO70171
BMO Target Education 2035 Portfolio A
1.56%
CanadaRBF522
RBC Target 2035 Education Fund A
1.95%
CanadaFID735
Fidelity ClearPath 2035 Port Series B
2.21%
CanadaFID435
Fidelity ClearPath 2035 Port Series A
2.42%