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  • Fund Categories
    2035+ Target Date Portfolio
    (Canada)
  • YTD Change+15.23%
  • 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
CanadaFID045
Fidelity ClearPath 2045 Port Series F
5 Stars5 out of 5 Stars
1.12%
+29.85%
CanadaFID745
Fidelity ClearPath 2045 Port Series B
4 Stars4 out of 5 Stars
2.25%
+28.39%
CanadaFID445
Fidelity ClearPath 2045 Port Series A
3 Stars3 out of 5 Stars
2.46%
+28.10%
CanadaRBF1381
Phillips, Hager & North LifeTime 2050 Fund F
2 Stars2 out of 5 Stars
1.03%
+27.54%
CanadaFID040
Fidelity ClearPath 2040 Port Series F
4 Stars4 out of 5 Stars
1.11%
+27.27%
CanadaRBF379
Phillips, Hager & North LifeTime 2045 Series F
2 Stars2 out of 5 Stars
0.93%
+27.20%
CanadaRBF1823
Phillips, Hager & North LifeTime 2050 Fund D
2 Stars2 out of 5 Stars
1.29%
+27.18%
CanadaRBF1960
Phillips, Hager & North LifeTime 2045 Fund D
2 Stars2 out of 5 Stars
1.19%
+26.87%
CanadaRBF1950
Phillips, Hager & North LifeTime 2040 Fund D
1 Star1 out of 5 Stars
1.12%
+26.17%
CanadaFID740
Fidelity ClearPath 2040 Port Series B
3 Stars3 out of 5 Stars
2.25%
+25.83%
CanadaFID440
Fidelity ClearPath 2040 Port Series A
3 Stars3 out of 5 Stars
2.49%
+25.52%
CanadaRBF1633
RBC Retirement 2045 Portfolio F
3 Stars3 out of 5 Stars
0.86%
+24.10%
CanadaRBF1634
RBC Retirement 2050 Portfolio F
3 Stars3 out of 5 Stars
0.86%
+24.03%
CanadaRBF5764
RBC Retirement 2060 Portfolio F
3 Stars3 out of 5 Stars
0.87%
+22.62%
Show TD Mutual Funds FirstSelect AllGo

2035+ Target Date Portfolio

These are target-date funds that mature after 2035.

FUND STRATEGIES

Data as of 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
CanadaRBF1633
RBC Retirement 2045 Portfolio F
0.86%
CanadaRBF1634
RBC Retirement 2050 Portfolio F
0.86%
CanadaRBF5764
RBC Retirement 2060 Portfolio F
0.87%
CanadaRBF379
Phillips, Hager & North LifeTime 2045 Series F
0.93%
CanadaRBF1381
Phillips, Hager & North LifeTime 2050 Fund F
1.03%
CanadaFID040
Fidelity ClearPath 2040 Port Series F
1.11%
CanadaRBF1950
Phillips, Hager & North LifeTime 2040 Fund D
1.12%
CanadaFID045
Fidelity ClearPath 2045 Port Series F
1.12%
CanadaRBF1960
Phillips, Hager & North LifeTime 2045 Fund D
1.19%
CanadaRBF1823
Phillips, Hager & North LifeTime 2050 Fund D
1.29%