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  • Fund Categories
    Canadian Equity Balanced
    (Canada)
  • YTD Change+12.38%
  • Avg. MER*1.67%

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
CanadaDYN2206
Dynamic Power Balanced Series FT
5 Stars5 out of 5 Stars
1.01%
+34.87%
CanadaDYN227
Dynamic Power Balanced Series F
5 Stars5 out of 5 Stars
0.99%
+34.87%
CanadaDYN001G
Dynamic Power Balanced Series G
4 Stars4 out of 5 Stars
2.01%
+33.50%
CanadaDYN701G
Dynamic Power Balanced Series G
4 Stars4 out of 5 Stars
2.01%
+33.50%
CanadaDYN1001
Dynamic Power Balanced Series T
4 Stars4 out of 5 Stars
2.10%
+33.38%
CanadaDYN1021
Dynamic Power Balanced Series T
4 Stars4 out of 5 Stars
2.10%
+33.38%
CanadaDYN001
Dynamic Power Balanced
4 Stars4 out of 5 Stars
2.13%
+33.34%
CanadaDYN701
Dynamic Power Balanced
4 Stars4 out of 5 Stars
2.13%
+33.34%
CanadaPTL002
Portland Canadian Balanced Series F
3 Stars3 out of 5 Stars
1.42%
+32.03%
CanadaATL017
Renaissance Diversified Income Cl F
4 Stars4 out of 5 Stars
0.90%
+31.14%
CanadaPTL300
Portland Canadian Balanced Series A
2 Stars2 out of 5 Stars
2.54%
+30.55%
CanadaATL247
Renaissance Diversified Income
3 Stars3 out of 5 Stars
2.11%
+29.55%
CanadaATL271
Renaissance Diversified Income
3 Stars3 out of 5 Stars
2.11%
+29.55%
CanadaTDB275
TD Dividend Income - S
4 Stars4 out of 5 Stars
0.84%
+28.06%
CanadaTDB2705
TD Dividend Income Class F
4 Stars4 out of 5 Stars
0.84%
+28.03%
CanadaTDB3476
TD Dividend Income - FT5
3 Stars3 out of 5 Stars
0.83%
+28.03%
CanadaCIB130
CIBC Dividend Income Fund F
4 Stars4 out of 5 Stars
0.85%
+28.00%
CanadaTDB455
TD Dividend Income - F
4 Stars4 out of 5 Stars
0.83%
+27.96%
CanadaTDB3087
TD Dividend Income Fund D-Series
3 Stars3 out of 5 Stars
0.92%
+27.92%
CanadaTDB407
TD Balanced Growth - F
4 Stars4 out of 5 Stars
1.11%
+27.65%
CanadaTDB3533
TD Balanced Growth - D
4 Stars4 out of 5 Stars
1.19%
+27.58%
CanadaCIB522
CIBC Dividend Income
2 Stars2 out of 5 Stars
2.02%
+26.52%
CanadaTDB2924
TD Dividend Income Fund - Premium series
3 Stars3 out of 5 Stars
1.99%
+26.49%
CanadaTDB272
TD Dividend Income - T
2 Stars2 out of 5 Stars
2.01%
+26.49%
CanadaTDB273
TD Dividend Income - T
2 Stars2 out of 5 Stars
2.01%
+26.49%
CanadaTDB274
TD Dividend Income - T
2 Stars2 out of 5 Stars
2.01%
+26.49%
CanadaTDB476
TD Dividend Income - T
2 Stars2 out of 5 Stars
2.01%
+26.49%
CanadaTDB271
TD Dividend Income - H
3 Stars3 out of 5 Stars
2.00%
+26.48%
CanadaTDB122
TD Dividend Income - A
2 Stars2 out of 5 Stars
2.03%
+26.47%
CanadaTDB820
TD Dividend Income - A
2 Stars2 out of 5 Stars
2.03%
+26.47%
CanadaTDB830
TD Dividend Income - A
2 Stars2 out of 5 Stars
2.03%
+26.47%
CanadaTDB840
TD Dividend Income - A
2 Stars2 out of 5 Stars
2.03%
+26.47%
CanadaTDB627
TD Dividend Income - I
3 Stars3 out of 5 Stars
2.03%
+26.45%
CanadaTDB2700
TD Dividend Income Class I
2 Stars2 out of 5 Stars
2.07%
+26.40%
CanadaTDB970
TD Balanced Growth - I
3 Stars3 out of 5 Stars
2.22%
+26.24%
CanadaTDB683
TD Diversified Monthly Income - F
4 Stars4 out of 5 Stars
1.11%
+25.79%
CanadaTDB614
TD Diversified Monthly Income - S
4 Stars4 out of 5 Stars
1.10%
+25.74%
CanadaTDB3532
TD Diversified Monthly Income - D
4 Stars4 out of 5 Stars
1.19%
+25.71%
CanadaTDB3478
TD Diversified Monthly Income - FT5
4 Stars4 out of 5 Stars
1.11%
+25.71%
CanadaNBC7725
Meritage Growth Plus Income Portfolio F
4 Stars4 out of 5 Stars
1.25%
+25.52%
CanadaCCM5003
IA Clarington Inhance Monthly Income SRI Fund - Series F6
2 Stars2 out of 5 Stars
1.05%
+24.96%
CanadaCCM9503
IA Clarington Inhance Monthly Income SRI Fund - Series F
1 Star1 out of 5 Stars
1.07%
+24.94%
CanadaATL791
Axiom Long-Term Growth Portfolio Cl F
4 Stars4 out of 5 Stars
1.10%
+24.49%
CanadaNRP500
NCM Income Growth Class - Series F
4 Stars4 out of 5 Stars
1.55%
+24.44%
CanadaCCM7024
IA Clarington Monthly Income Balanced Fund - Series F
4 Stars4 out of 5 Stars
0.97%
+24.41%
CanadaCCM3612
IA Clarington Monthly Income Balanced F8
4 Stars4 out of 5 Stars
0.98%
+24.40%
CanadaCCM3611
IA Clarington Monthly Income Balanced F6
4 Stars4 out of 5 Stars
0.98%
+24.40%
CanadaNBC7715
Meritage Growth Plus Portfolio F
4 Stars4 out of 5 Stars
1.26%
+24.37%
CanadaTDB159
TD Diversified Monthly Income - I
3 Stars3 out of 5 Stars
2.24%
+24.36%
CanadaATL2682
Axiom Canadian Growth Portfolio Class T4
2 Stars2 out of 5 Stars
2.12%
+24.34%
CanadaATL2684
Axiom Canadian Growth Portfolio Class T4
2 Stars2 out of 5 Stars
2.12%
+24.34%
CanadaTDB093
TD Diversified Monthly Income - T
3 Stars3 out of 5 Stars
2.27%
+24.30%
CanadaTDB094
TD Diversified Monthly Income - T
3 Stars3 out of 5 Stars
2.27%
+24.30%
CanadaTDB095
TD Diversified Monthly Income - T
3 Stars3 out of 5 Stars
2.27%
+24.30%
CanadaTDB096
TD Diversified Monthly Income - T
3 Stars3 out of 5 Stars
2.27%
+24.30%
CanadaTDB613
TD Diversified Monthly Income - H
3 Stars3 out of 5 Stars
2.25%
+24.26%
CanadaATL989
Axiom Canadian Growth Portfolio
2 Stars2 out of 5 Stars
2.21%
+24.25%
CanadaATL991
Axiom Canadian Growth Portfolio
2 Stars2 out of 5 Stars
2.21%
+24.25%
CanadaATL2685
Axiom Canadian Growth Portfolio Class T6
2 Stars2 out of 5 Stars
2.28%
+24.14%
CanadaATL2687
Axiom Canadian Growth Portfolio Class T6
2 Stars2 out of 5 Stars
2.28%
+24.14%
CanadaNBC7525
Meritage Growth Plus Income Portfolio A/ISC
3 Stars3 out of 5 Stars
2.38%
+24.05%
CanadaNBC7625
Meritage Growth Plus Income Portfolio A/ISC
3 Stars3 out of 5 Stars
2.38%
+24.05%
CanadaATL019
Renaissance Canadian Balanced Cl Ser F
3 Stars3 out of 5 Stars
0.83%
+23.97%
CanadaMMF8644
Manulife Fundamental Balanced Class Series F
5 Stars5 out of 5 Stars
1.11%
+23.85%
CanadaIGI1273
IG Mackenzie Dividend Fund F
3 Stars3 out of 5 Stars
0.88%
+23.77%
CanadaMFC058
Mackenzie Cundill Cdn Balanced F
2 Stars2 out of 5 Stars
0.94%
+23.68%
CanadaVPI205
VPI Canadian Balanced Pool Sr F
5 Stars5 out of 5 Stars
1.02%
+23.68%
CanadaNRP501
NCM Income Growth Class - Series A
3 Stars3 out of 5 Stars
2.23%
+23.60%
CanadaMFC4627
Mackenzie Cundill Cdn Balanced D
2 Stars2 out of 5 Stars
1.13%
+23.45%
CanadaMFC4689
Mackenzie Cundill Cdn Balanced D
2 Stars2 out of 5 Stars
1.13%
+23.45%
CanadaATL2655
Axiom Long-Term Growth Portfolio Cl T4
3 Stars3 out of 5 Stars
2.15%
+23.19%
CanadaATL2657
Axiom Long-Term Growth Portfolio Cl T4
3 Stars3 out of 5 Stars
2.15%
+23.19%
CanadaNRP503
NCM Income Growth Class - Series AA
3 Stars3 out of 5 Stars
2.59%
+23.19%
CanadaATL2658
Axiom Long-Term Growth Portfolio Cl T6
3 Stars3 out of 5 Stars
2.15%
+23.19%
CanadaATL2660
Axiom Long-Term Growth Portfolio Cl T6
3 Stars3 out of 5 Stars
2.15%
+23.19%
CanadaDJT07063
Desjardins Dividend Balanced Fund D
3 Stars3 out of 5 Stars
0.92%
+23.10%
CanadaATL992
Axiom Long-Term Growth Portfolio
2 Stars2 out of 5 Stars
2.24%
+23.08%
CanadaATL994
Axiom Long-Term Growth Portfolio
2 Stars2 out of 5 Stars
2.24%
+23.08%
CanadaNBC7515
Meritage Growth Plus Portfolio A/ISC
3 Stars3 out of 5 Stars
2.38%
+22.97%
CanadaNBC7724
Meritage Growth Income Portfolio F
4 Stars4 out of 5 Stars
1.24%
+22.97%
CanadaCCM6611
IA Clarington Monthly Income Bal T6
2 Stars2 out of 5 Stars
2.25%
+22.84%
CanadaCCM6711
IA Clarington Monthly Income Bal T6
2 Stars2 out of 5 Stars
2.25%
+22.84%
CanadaCCM6811
IA Clarington Monthly Income Bal T6
2 Stars2 out of 5 Stars
2.25%
+22.84%
CanadaAIM1577
Invesco Select Balanced Fund Series F
5 Stars5 out of 5 Stars
0.88%
+22.83%
CanadaMFC2241
Mackenzie Ivy Canadian Balanced Fund - F8
4 Stars4 out of 5 Stars
0.92%
+22.82%
CanadaMFC078
Mackenzie Ivy Canadian Balanced Fund - F
4 Stars4 out of 5 Stars
0.94%
+22.80%
CanadaCCM1711
IA Clarington Monthly Income Balanced T8
2 Stars2 out of 5 Stars
2.41%
+22.64%
CanadaCCM1811
IA Clarington Monthly Income Balanced T8
2 Stars2 out of 5 Stars
2.41%
+22.64%
CanadaMFC4616
Mackenzie Ivy Canadian Balanced Fund - D
3 Stars3 out of 5 Stars
1.12%
+22.58%
CanadaATL507
Renaissance Canadian Balanced Series A
2 Stars2 out of 5 Stars
2.01%
+22.52%
CanadaATL508
Renaissance Canadian Balanced Series A
2 Stars2 out of 5 Stars
2.01%
+22.52%
CanadaNBC7714
Meritage Growth Investment Portfolio F
3 Stars3 out of 5 Stars
1.23%
+22.33%
CanadaIGI955
IG Mackenzie Dividend Fund J NL
2 Stars2 out of 5 Stars
2.14%
+22.22%
CanadaATL789
Axiom Balanced Growth Portfolio Class F
3 Stars3 out of 5 Stars
1.02%
+22.10%
CanadaMFC1225
Mackenzie Cundill Cdn Balanced T8
1 Star1 out of 5 Stars
2.28%
+22.03%
CanadaMFC1467
Mackenzie Cundill Cdn Balanced T8
1 Star1 out of 5 Stars
2.28%
+22.03%
CanadaMFC2161
Mackenzie Cundill Cdn Balanced T8
1 Star1 out of 5 Stars
2.28%
+22.03%
CanadaMFC4393
Mackenzie Cundill Cdn Balanced T8
1 Star1 out of 5 Stars
2.28%
+22.03%
CanadaMFC4570
Mackenzie Cundill Cdn Balanced T8
1 Star1 out of 5 Stars
2.28%
+22.03%
CanadaMFC4571
Mackenzie Cundill Cdn Balanced T8
1 Star1 out of 5 Stars
2.28%
+22.03%
Show TD Mutual Funds FirstSelect AllGo

Canadian Equity Balanced

Funds in the Canadian Equity Balanced category must invest at least 70% of total assets in a combination of equity securities domiciled in Canada and Canadian dollar-denominated fixed income securities. In addition, they must invest greater than 60% but less than 90% of their total assets in equity securities.

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
CanadaEDG5881
EdgePoint Cdn Gr & Inc Pt (non-HST) F(N)
0.78%
CanadaTDB3476
TD Dividend Income - FT5
0.83%
CanadaATL019
Renaissance Canadian Balanced Cl Ser F
0.83%
CanadaTDB455
TD Dividend Income - F
0.83%
CanadaTDB2705
TD Dividend Income Class F
0.84%
CanadaTDB275
TD Dividend Income - S
0.84%
CanadaEDG588
EdgePoint Cdn Growth & Income Port Sr F
0.85%
CanadaCIB130
CIBC Dividend Income Fund F
0.85%
CanadaIGI1273
IG Mackenzie Dividend Fund F
0.88%
CanadaAIM1547
Invesco Income Growth Fund Series F
0.88%