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  • Fund Categories
    Global Fixed Income Balanced
    (Canada)
  • YTD Change+7.99%
  • Avg. MER*0.15%

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
CanadaBMO95473
BMO SelectTrust Conservative Port F
4 Stars4 out of 5 Stars
1.17%
+18.79%
CanadaAIM7417
Invesco Strategic Yield Fund Series F
3 Stars3 out of 5 Stars
0.88%
+18.78%
CanadaBMO36473
BMO SelectTrust Conservative Portfolio Series F6
4 Stars4 out of 5 Stars
1.19%
+18.76%
CanadaFID3612
Fidelity Global Income Class Portfolio F8
5 Stars5 out of 5 Stars
0.96%
+18.67%
CanadaCIG18055
CI Portfolio Series Income Fund Class O
-1 out of 5 Stars
0.21%
+18.66%
CanadaFID3622
Fidelity Global Income Class Portfolio F5
5 Stars5 out of 5 Stars
0.96%
+18.66%
CanadaFID2682
Fidelity Global Income Class Portfolio F
5 Stars5 out of 5 Stars
0.97%
+18.66%
CanadaFID2692
Fidelity Global Income Class Portfolio F
5 Stars5 out of 5 Stars
0.97%
+18.66%
CanadaTML5502
Franklin Quotential Balanced Income Portfolio FT
4 Stars4 out of 5 Stars
0.89%
+18.63%
CanadaTML670
Franklin Quotential Balanced Income Portfolio F
4 Stars4 out of 5 Stars
0.89%
+18.63%
CanadaFID2622
Fidelity Global Income Portfolio Sr F5
5 Stars5 out of 5 Stars
0.97%
+18.62%
CanadaFID2612
Fidelity Global Income Portfolio Sr F8
5 Stars5 out of 5 Stars
0.97%
+18.62%
CanadaFID2602
Fidelity Global Income Portfolio Sr F
5 Stars5 out of 5 Stars
0.97%
+18.62%
CanadaRBF5657
RBC Select Conservative Portfolio FT5
5 Stars5 out of 5 Stars
0.90%
+18.16%
CanadaRBF5516
RBC Select Conservative Portfolio F
5 Stars5 out of 5 Stars
0.90%
+18.16%
CanadaRBF657
RBC Select Conservative Portfolio F
5 Stars5 out of 5 Stars
0.90%
+18.16%
CanadaBMO36702
BMO Conservative ETF Portfolio F6
4 Stars4 out of 5 Stars
0.56%
+17.99%
CanadaBMO95702
BMO Conservative ETF Portfolio F
5 Stars5 out of 5 Stars
0.56%
+17.99%
CanadaNWT8914
NEI Select Income & Growth RS Portfolio PF
4 Stars4 out of 5 Stars
0.71%
+17.88%
CanadaFID2611
Fidelity Income Portfolio Series F8
5 Stars5 out of 5 Stars
0.97%
+17.87%
CanadaFID3611
Fidelity Income Class Port Series F8
5 Stars5 out of 5 Stars
1.01%
+17.85%
CanadaFID3621
Fidelity Income Class Port Series F5
5 Stars5 out of 5 Stars
1.01%
+17.85%
CanadaFID2681
Fidelity Income Class Portfolio Ser F
5 Stars5 out of 5 Stars
1.00%
+17.85%
CanadaFID2691
Fidelity Income Class Portfolio Ser F
5 Stars5 out of 5 Stars
1.00%
+17.85%
CanadaFID2621
Fidelity Income Portfolio Series F5
5 Stars5 out of 5 Stars
0.98%
+17.84%
CanadaFID2601
Fidelity Income Portfolio Series F
5 Stars5 out of 5 Stars
0.98%
+17.84%
CanadaFID5302
Fidelity Conservative Managed Risk Portfolio F
4 Stars4 out of 5 Stars
0.97%
+17.82%
CanadaAIM8617
Invesco Diversified Income Portfolio Class F
3 Stars3 out of 5 Stars
0.86%
+17.80%
CanadaAIM8747
Invesco Diversified Income Portfolio Class F4
3 Stars3 out of 5 Stars
0.89%
+17.76%
CanadaAIM7617
Invesco Diversified Income Portfolio F
3 Stars3 out of 5 Stars
0.89%
+17.74%
CanadaDJT07302
Desjardins Melodia Moderate Growth Portfolio D-Class Units
3 Stars3 out of 5 Stars
1.07%
+17.72%
CanadaNWT914
NEI Select Income & Growth RS Portfolio F
4 Stars4 out of 5 Stars
0.92%
+17.64%
CanadaTDB3500
TD Retirement Balanced Portfolio FT8 Series
4 Stars4 out of 5 Stars
0.88%
+17.57%
CanadaTDB2765
TD Retirement Balanced Portfolio F Series
4 Stars4 out of 5 Stars
0.87%
+17.57%
CanadaMMF3677
Manulife Moderate Portfolio Series F
5 Stars5 out of 5 Stars
1.01%
+17.55%
CanadaTDB2771
TD Retirement Balanced Portfolio S Series
4 Stars4 out of 5 Stars
0.00%
+17.53%
CanadaBMO70473
BMO SelectTrust Conservative Port A
3 Stars3 out of 5 Stars
2.29%
+17.46%
CanadaTDB3059
TD Retirement Balanced Portfolio D Series
4 Stars4 out of 5 Stars
0.96%
+17.45%
CanadaBMO32203
BMO SelectTrust Conservative Port T6
3 Stars3 out of 5 Stars
2.31%
+17.45%
CanadaBMO34203
BMO SelectTrust Conservative Port T6
3 Stars3 out of 5 Stars
2.31%
+17.45%
CanadaBMO70203
BMO SelectTrust Conservative Port T6
3 Stars3 out of 5 Stars
2.31%
+17.45%
CanadaCIG7746
CI Portfolio Series Income Fund Class F
4 Stars4 out of 5 Stars
1.23%
+17.45%
CanadaMFC3984
Mac Symmetry Conservative Income Port O
-1 out of 5 Stars
0.01%
+17.39%
CanadaAGF384
AGF Elements Conservative Portfolio Sr F
5 Stars5 out of 5 Stars
1.10%
+17.36%
CanadaTML690
Franklin Quotential Balanced Income Portfolio T
3 Stars3 out of 5 Stars
1.98%
+17.35%
CanadaTML691
Franklin Quotential Balanced Income Portfolio T
3 Stars3 out of 5 Stars
1.98%
+17.35%
CanadaTML656
Franklin Quotential Balanced Income Portfolio A
3 Stars3 out of 5 Stars
2.00%
+17.33%
CanadaTML657
Franklin Quotential Balanced Income Portfolio A
3 Stars3 out of 5 Stars
2.00%
+17.33%
CanadaFID3212
Fidelity Global Income Class Portfolio S8
4 Stars4 out of 5 Stars
2.10%
+17.32%
CanadaFID3231
Fidelity Global Income Class Portfolio S8
4 Stars4 out of 5 Stars
2.10%
+17.32%
CanadaFID2282
Fidelity Global Income Class Portfolio B
4 Stars4 out of 5 Stars
2.11%
+17.31%
CanadaFID2292
Fidelity Global Income Class Portfolio B
4 Stars4 out of 5 Stars
2.11%
+17.31%
CanadaFID3222
Fidelity Global Income Class Portfolio S5
4 Stars4 out of 5 Stars
2.11%
+17.31%
CanadaFID2202
Fidelity Global Income Portfolio Sr B
4 Stars4 out of 5 Stars
2.11%
+17.27%
CanadaFID2212
Fidelity Global Income Portfolio Sr S8
4 Stars4 out of 5 Stars
2.11%
+17.27%
CanadaAIM7411
Invesco Strategic Yield Fund Series A
1 Star1 out of 5 Stars
2.16%
+17.26%
CanadaAIM7413
Invesco Strategic Yield Fund Series A
1 Star1 out of 5 Stars
2.16%
+17.26%
CanadaFID2222
Fidelity Global Income Portfolio Sr S5
4 Stars4 out of 5 Stars
2.12%
+17.26%
CanadaAGF5008
AGF Elements Conservative Portfolio Cl F
4 Stars4 out of 5 Stars
1.18%
+17.18%
CanadaRBF461
RBC Select Conservative Portfolio A
4 Stars4 out of 5 Stars
1.81%
+17.15%
CanadaFRC706
Russell Investments Balanced Series F-6
4 Stars4 out of 5 Stars
1.17%
+17.13%
CanadaFRC806
Russell Investments Balanced Series F
4 Stars4 out of 5 Stars
1.18%
+17.13%
CanadaRBF545
RBC Select Conservative Portfolio T5
4 Stars4 out of 5 Stars
1.84%
+17.11%
CanadaMFC4664
Symmetry Conservative Portfolio - D
4 Stars4 out of 5 Stars
1.03%
+17.09%
CanadaFID3512
Fidelity Global Income Class Portfolio T8
4 Stars4 out of 5 Stars
2.34%
+17.04%
CanadaFID3531
Fidelity Global Income Class Portfolio T8
4 Stars4 out of 5 Stars
2.34%
+17.04%
CanadaSUN444
Sun Life Granite Conservative Portfolio F
3 Stars3 out of 5 Stars
0.98%
+17.03%
CanadaFID3522
Fidelity Global Income Class Portfolio T5
4 Stars4 out of 5 Stars
2.36%
+17.02%
CanadaFID3548
Fidelity Global Income Class Portfolio T5
4 Stars4 out of 5 Stars
2.36%
+17.02%
CanadaMMF4624
Manulife Yield Opportunities Fund Series F
4 Stars4 out of 5 Stars
0.89%
+17.02%
CanadaFID2582
Fidelity Global Income Class Portfolio A
4 Stars4 out of 5 Stars
2.36%
+17.01%
CanadaFID2592
Fidelity Global Income Class Portfolio A
4 Stars4 out of 5 Stars
2.36%
+17.01%
CanadaFID2512
Fidelity Global Income Portfolio Sr T8
4 Stars4 out of 5 Stars
2.33%
+17.01%
CanadaMMF1038
Manulife Yield Opportunities Fund Series FT6
4 Stars4 out of 5 Stars
0.90%
+17.00%
CanadaFID2502
Fidelity Global Income Portfolio Sr A
4 Stars4 out of 5 Stars
2.36%
+16.97%
CanadaFID2522
Fidelity Global Income Portfolio Sr T5
4 Stars4 out of 5 Stars
2.37%
+16.96%
CanadaMMF4077
Manulife Balanced Income Private Trust Series F
4 Stars4 out of 5 Stars
0.88%
+16.89%
CanadaRBF5401
RBC Conservative Growth & Income Fund F
4 Stars4 out of 5 Stars
0.80%
+16.84%
CanadaCCM8624
IA Wealth Moderate Portfolio F
4 Stars4 out of 5 Stars
1.00%
+16.82%
CanadaCIG18100
CI Select Income Managed Corporate Class O
-1 out of 5 Stars
0.18%
+16.80%
CanadaCGF714
Counsel Conservative Portfolio Series F
4 Stars4 out of 5 Stars
1.01%
+16.72%
CanadaBMO70702
BMO Conservative ETF Portfolio A
3 Stars3 out of 5 Stars
1.66%
+16.70%
CanadaBMO32708
BMO Conservative ETF Portfolio T6
3 Stars3 out of 5 Stars
1.67%
+16.69%
CanadaBMO33708
BMO Conservative ETF Portfolio T6
3 Stars3 out of 5 Stars
1.67%
+16.69%
CanadaBMO34708
BMO Conservative ETF Portfolio T6
3 Stars3 out of 5 Stars
1.67%
+16.69%
CanadaBMO70708
BMO Conservative ETF Portfolio T6
3 Stars3 out of 5 Stars
1.67%
+16.69%
CanadaBMO97702
BMO Conservative ETF Portfolio Advisor
3 Stars3 out of 5 Stars
1.67%
+16.68%
CanadaBMO98702
BMO Conservative ETF Portfolio Advisor
3 Stars3 out of 5 Stars
1.67%
+16.68%
CanadaBMO99702
BMO Conservative ETF Portfolio Advisor
3 Stars3 out of 5 Stars
1.67%
+16.68%
CanadaCIG54549
CI Mosaic Balanced Income ETF Portfolio Class FT5
4 Stars4 out of 5 Stars
1.15%
+16.62%
CanadaCIG54049
CI Mosaic Balanced Income ETF Portfolio Class F
4 Stars4 out of 5 Stars
1.19%
+16.59%
CanadaTDB2745
TD Retirement Conservative Portfolio F Series
4 Stars4 out of 5 Stars
0.77%
+16.57%
CanadaAIM27681
Invesco Diversified Income Portfolio T6
2 Stars2 out of 5 Stars
1.91%
+16.57%
CanadaAIM27683
Invesco Diversified Income Portfolio T6
2 Stars2 out of 5 Stars
1.91%
+16.57%
CanadaTDB3499
TD Retirement Conservative Portfolio FT8 Series
3 Stars3 out of 5 Stars
0.78%
+16.56%
CanadaFID2211
Fidelity Income Portfolio Series S8
4 Stars4 out of 5 Stars
2.09%
+16.55%
CanadaAIM27671
Invesco Diversified Income Portfolio T4
2 Stars2 out of 5 Stars
1.92%
+16.53%
CanadaAIM27673
Invesco Diversified Income Portfolio T4
2 Stars2 out of 5 Stars
1.92%
+16.53%
CanadaAIM8613
Invesco Diversified Income Portfolio Class A
2 Stars2 out of 5 Stars
1.95%
+16.52%
CanadaFID2281
Fidelity Income Class Portfolio Ser B
4 Stars4 out of 5 Stars
2.14%
+16.51%
Show TD Mutual Funds FirstSelect AllGo

Global Fixed Income Balanced

Funds in the Global Fixed Income 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 5% but less than 40% 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
CanadaTDB2771
TD Retirement Balanced Portfolio S Series
0.00%
CanadaTDB2751
TD Retirement Conservative Portfolio S Series
0.00%
CanadaTDB3123
TD US$ Retirement Portfolio S Series
0.00%
CanadaMFC3984
Mac Symmetry Conservative Income Port O
0.01%
CanadaAGF1409
AGF Global Yield Fund W
0.06%
CanadaCIG18100
CI Select Income Managed Corporate Class O
0.18%
CanadaCIG18055
CI Portfolio Series Income Fund Class O
0.21%
CanadaDFA603
DFA Global 40EQ-60FI Portfolio F
0.31%
CanadaBMO95702
BMO Conservative ETF Portfolio F
0.56%
CanadaBMO36702
BMO Conservative ETF Portfolio F6
0.56%