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  • Fund Categories
    2035+ Target Date Portfolio
    (Canada)
  • YTD Change+9.17%
  • 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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X Axis Label
RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaFID745
Fidelity ClearPath 2045 Port Series B
4 Stars4 Stars
2.29%
+26.32%
CanadaFID445
Fidelity ClearPath 2045 Port Series A
4 Stars4 Stars
2.49%
+26.08%
CanadaFID740
Fidelity ClearPath 2040 Port Series B
4 Stars4 Stars
2.29%
+25.61%
CanadaFID440
Fidelity ClearPath 2040 Port Series A
3 Stars3 Stars
2.50%
+25.36%
CanadaRBF1823
PH&N LifeTime 2050 Sr D
3 Stars3 Stars
1.26%
+16.88%
CanadaRBF1960
PH&N LifeTime 2045 Sr D
3 Stars3 Stars
1.20%
+11.46%
CanadaAIM5911
Invesco Intactive 2038 Portfolio
1 Star1 Star
2.41%
+9.64%
CanadaAIM5913
Invesco Intactive 2038 Portfolio
1 Star1 Star
2.41%
+9.64%
CanadaRBF1950
PH&N LifeTime 2040 Sr D
2 Stars2 Stars
1.13%
+9.62%
Show TD Mutual Funds FirstSelect AllGo

2035+ Target Date Portfolio

These are target-date funds that mature after 2035.

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
CanadaRBF1950
PH&N LifeTime 2040 Sr D
1.13%
CanadaRBF1960
PH&N LifeTime 2045 Sr D
1.20%
CanadaRBF1823
PH&N LifeTime 2050 Sr D
1.26%
CanadaFID740
Fidelity ClearPath 2040 Port Series B
2.29%
CanadaFID745
Fidelity ClearPath 2045 Port Series B
2.29%
CanadaAIM5911
Invesco Intactive 2038 Portfolio
2.41%
CanadaAIM5913
Invesco Intactive 2038 Portfolio
2.41%
CanadaFID445
Fidelity ClearPath 2045 Port Series A
2.49%
CanadaFID440
Fidelity ClearPath 2040 Port Series A
2.50%