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CompanyCountrySymbol
  • Fund Categories
    Global Equity Balanced
    (Canada)
  • YTD Change+13.95%
  • Avg. MER*0.74%

RISK RETURN ANALYSIS & FUND DETAILS

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Show TD Mutual Funds FirstSelect AllGo
NameMorningstarMER1 Year Return
FID7146
Fidelity Multi-Asset Innovation Fund - F
1.03%
+42.12%
FID7143
Fidelity Multi-Asset Innovation Fund - B
2.18%
+40.49%
DYN2536
Dynamic U.S. Balanced Class Series F
1.07%
+33.20%
CIG54245
CI U.S. Equity & Income Fund F
1.14%
+32.64%
CIG54246
CI U.S. Equity & Income Fund F
1.14%
+32.64%
CIG444
CI Dividend Income & Growth Fund Class F
1.33%
+32.45%
CIG2901
CI Dividend Income & Growth Fund Class Z
1.68%
+31.99%
CIG3901
CI Dividend Income & Growth Fund Class Z
1.68%
+31.99%
CIG610
CI Dividend Income & Growth Cl A
1.89%
+31.71%
CIG810
CI Dividend Income & Growth Cl A
1.89%
+31.71%
CIG4305
CI Dividend Income & Growth Corporate Class F
1.33%
+31.71%
CIG4505
CI Dividend Income & Growth Corporate Class F
1.33%
+31.71%
DYN2530
Dynamic U.S. Balanced Class Series A
2.20%
+31.70%
FID2159
Fidelity All-in-One Growth ETF Fund - F
0.57%
+31.30%
CIG50245
CI U.S. Equity & Income Fund A
2.26%
+31.16%
FID2626
Fidelity Global Growth Portfolio Sr F5
1.09%
+31.12%
FID3626
Fidelity Global Growth Class Portfolio F5
1.14%
+31.09%
FID2606
Fidelity Global Growth Portfolio Sr F
1.12%
+31.08%
FID2616
Fidelity Global Growth Portfolio Sr F8
1.15%
+31.06%
FID2686
Fidelity Global Growth Class Portfolio F
1.16%
+31.06%
FID2696
Fidelity Global Growth Class Portfolio F
1.16%
+31.06%
FID3616
Fidelity Global Growth Class Portfolio F8
1.17%
+31.05%
CIG649T8
CI Dividend Income & Growth Corp Cl AT8
1.87%
+31.01%
CIG749T8
CI Dividend Income & Growth Corp Cl AT8
1.87%
+31.01%
CIG149T5
CI Dividend Income & Growth Corp Cl AT5
1.88%
+30.99%
CIG249T5
CI Dividend Income & Growth Corp Cl AT5
1.88%
+30.99%
CIG2305
CI Dividend Income & Growth Corp Cl A
1.89%
+30.96%
CIG2505
CI Dividend Income & Growth Corp Cl A
1.89%
+30.96%
CIG3305
CI Dividend Income & Growth Corp Cl A
1.89%
+30.96%
CIG3505
CI Dividend Income & Growth Corp Cl A
1.89%
+30.96%
AGF822
AGF Global Growth Balanced Fund F
1.12%
+30.53%
AGF882
AGF Global Growth Balanced Fund F
1.12%
+30.53%
AGF2510
AGF Global Growth Balanced Fund FV
1.39%
+30.31%
NRP1000
NCM Global Income Growth Class - Series F
1.45%
+29.95%
FID2226
Fidelity Global Growth Portfolio Sr S5
2.25%
+29.61%
FID3226
Fidelity Global Growth Class Portfolio S5
2.28%
+29.61%
FID2206
Fidelity Global Growth Portfolio Sr B
2.25%
+29.60%
FID2286
Fidelity Global Growth Class Portfolio B
2.29%
+29.59%
FID2296
Fidelity Global Growth Class Portfolio B
2.29%
+29.59%
FID3216
Fidelity Global Growth Class Portfolio S8
2.29%
+29.57%
FID3239
Fidelity Global Growth Class Portfolio S8
2.29%
+29.57%
FID2526
Fidelity Global Growth Portfolio Sr T5
2.39%
+29.40%
FID2516
Fidelity Global Growth Portfolio Sr T8
2.43%
+29.36%
FID3526
Fidelity Global Growth Class Portfolio T5
2.46%
+29.35%
FID3549
Fidelity Global Growth Class Portfolio T5
2.46%
+29.35%
FID3516
Fidelity Global Growth Class Portfolio T8
2.52%
+29.26%
FID3539
Fidelity Global Growth Class Portfolio T8
2.52%
+29.26%
FID2506
Fidelity Global Growth Portfolio Sr A
2.51%
+29.26%
FID2586
Fidelity Global Growth Class Portfolio A
2.52%
+29.25%
FID2596
Fidelity Global Growth Class Portfolio A
2.52%
+29.25%
FID2605
Fidelity Growth Portfolio Series F
1.13%
+29.06%
FID2625
Fidelity Growth Portfolio Series F5
1.16%
+29.01%
FID2685
Fidelity Growth Class Portfolio Ser F
1.16%
+28.96%
FID2695
Fidelity Growth Class Portfolio Ser F
1.16%
+28.96%
FID3615
Fidelity Growth Class Port Series F8
1.17%
+28.96%
AGF3006
AGF Global Growth Balanced Fund V
2.40%
+28.82%
AGF3106
AGF Global Growth Balanced Fund V
2.40%
+28.82%
AGF4203
AGF Global Growth Balanced Fund T
2.48%
+28.80%
AGF4303
AGF Global Growth Balanced Fund T
2.48%
+28.80%
CCM1360
IA Clarington Loomis Global Allocation Series F8
1.05%
+28.76%
CCM1328
IA Clarington Loomis Global Allocation Series F
1.05%
+28.75%
CCM964
IA Clarington Loomis Global Allocation Series F
1.05%
+28.75%
CCM1329
IA Clarington Loomis Global Allocation Series F6
1.06%
+28.75%
CCM6360
IA Clarington Loomis Global Allocation Series F6
1.06%
+28.75%
BMO36484
BMO SelectTrust Growth Portfolio Series F6
1.38%
+28.64%
BMO95484
BMO SelectTrust Growth Portfolio F
1.39%
+28.62%
NRP1001
NCM Global Income Growth Class - Series A
2.52%
+28.59%
AGF484
AGF Global Growth Balanced Fund
2.59%
+28.59%
AGF584
AGF Global Growth Balanced Fund
2.59%
+28.59%
AGF684
AGF Global Growth Balanced Fund
2.59%
+28.59%
AGF784
AGF Global Growth Balanced Fund
2.59%
+28.59%
CCM481
IA Clarington Loomis Global Allocation Class Series F6
1.06%
+28.07%
CCM486
IA Clarington Loomis Global Allocation Class Series F
1.05%
+28.06%
MFC5464
Mackenzie Growth ETF Portfolio D
0.73%
+28.06%
AIM5517
Invesco Global Balanced Class Series F
0.86%
+27.91%
AIM5518
Invesco Global Balanced Class Series F
0.86%
+27.91%
AIM1777
Invesco Global Balanced Fund Series F
0.91%
+27.81%
AIM1778
Invesco Global Balanced Fund Series F
0.91%
+27.81%
TDB3178
TD Managed Aggressive Growth ETF Portfolio D
0.50%
+27.68%
TDB3560
TD Managed Aggressive Growth ETF Portfolio F
0.50%
+27.66%
BMO95275
BMO Ascent Growth Portfolio Series F
0.77%
+27.62%
FID2205
Fidelity Growth Portfolio Series B
2.26%
+27.61%
FID2225
Fidelity Growth Portfolio Series S5
2.30%
+27.58%
FID2215
Fidelity Growth Portfolio Series S8
2.31%
+27.54%
FID2285
Fidelity Growth Class Portfolio Ser B
2.31%
+27.49%
FID2295
Fidelity Growth Class Portfolio Ser B
2.31%
+27.49%
FID3225
Fidelity Growth Class Port Series S5
2.33%
+27.47%
FID3215
Fidelity Growth Class Port Series S8
2.35%
+27.45%
FID3235
Fidelity Growth Class Port Series S8
2.35%
+27.45%
NBC7735
Meritage Global Growth Plus Portfolio F
1.27%
+27.42%
FID2505
Fidelity Growth Portfolio Series A
2.48%
+27.31%
FID3515
Fidelity Growth Class Port Series T8
2.51%
+27.27%
FID3535
Fidelity Growth Class Port Series T8
2.51%
+27.27%
FID2515
Fidelity Growth Portfolio Series T8
2.55%
+27.23%
FID2525
Fidelity Growth Portfolio Series T5
2.55%
+27.22%
BMO70484
BMO SelectTrust Growth Portfolio A
2.50%
+27.20%
BMO32205
BMO SelectTrust Growth Portfolio T6
2.52%
+27.19%
BMO34205
BMO SelectTrust Growth Portfolio T6
2.52%
+27.19%
BMO70205
BMO SelectTrust Growth Portfolio T6
2.52%
+27.19%
FID2585
Fidelity Growth Class Portfolio Ser A
2.54%
+27.17%
Show TD Mutual Funds FirstSelect AllGo

Global Equity Balanced

Funds in the Global Equity Balanced category must invest less than 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.
Show TD Mutual Funds First
NameMER
CIG18174
CI Global Balanced Fund (Series O units)
0.17%
CIG18424
CI Global Balanced Corporate Class (Series OT8 shares)
0.17%
CIG18050
CI Portfolio Series Balanced Fund Class O
0.20%
CIB372
CIBC Balanced Growth ETF Portfolio Class F
0.22%
DFA698
DFA Global 80EQ-20FI Portfolio Class F
0.32%
TDB3178
TD Managed Aggressive Growth ETF Portfolio D
0.50%
TDB3560
TD Managed Aggressive Growth ETF Portfolio F
0.50%
FID2159
Fidelity All-in-One Growth ETF Fund - F
0.57%
BMO95704
BMO Growth ETF Portfolio F
0.62%
BMO36704
BMO Growth ETF Portfolio F6
0.62%