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  • Fund Categories
    Global Neutral Balanced
    (Canada)
  • YTD Change+11.42%
  • Avg. MER*0.50%

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
CanadaFID1978
Fidelity U.S. Growth & Income Private Pool F
5 Stars5 out of 5 Stars
0.97%
+27.81%
CanadaFID1987
Fidelity U.S. Growth & Income Private Pool F
5 Stars5 out of 5 Stars
0.97%
+27.81%
CanadaTDB2474
TD U.S. Monthly Income Fund - Premium F series (US$)
5 Stars5 out of 5 Stars
0.66%
+27.60%
CanadaTDB3042
TD US Monthly Income Ser D
5 Stars5 out of 5 Stars
0.81%
+27.42%
CanadaTDB2465
TD US Monthly Income Fund F
5 Stars5 out of 5 Stars
0.82%
+27.41%
CanadaTDB2471
TD US Monthly Income Fund S
5 Stars5 out of 5 Stars
0.84%
+27.41%
CanadaTDB3480
TD U.S. Monthly Income Fund-C$ FT5-Series
5 Stars5 out of 5 Stars
0.82%
+27.41%
CanadaTDB3086
TD U.S. Monthly Income Fund-C$ D-Series
5 Stars5 out of 5 Stars
0.81%
+27.39%
CanadaTDB2791
TD U.S. Monthly Income - C$ S Series
5 Stars5 out of 5 Stars
0.85%
+27.39%
CanadaTDB3479
TD US Monthly Income Ser FT5
5 Stars5 out of 5 Stars
0.81%
+27.38%
CanadaTDB2785
TD U.S. Monthly Income - C$ F Series
5 Stars5 out of 5 Stars
0.83%
+27.34%
CanadaBMO95218
BMO Sustainable Global Balanced Fund F
2 Stars2 out of 5 Stars
0.87%
+26.52%
CanadaTDB2473
TD U.S. Monthly Income Fund - Premium series (US $)
5 Stars5 out of 5 Stars
1.86%
+26.07%
CanadaTDB2793
TD U.S. Monthly Income Fund - C$ - Premium series
5 Stars5 out of 5 Stars
1.87%
+26.05%
CanadaTDB2467
TD US Monthly Income Fund T
5 Stars5 out of 5 Stars
1.99%
+25.91%
CanadaTDB2468
TD US Monthly Income Fund T
5 Stars5 out of 5 Stars
1.99%
+25.91%
CanadaTDB2469
TD US Monthly Income Fund T
5 Stars5 out of 5 Stars
1.99%
+25.91%
CanadaTDB2470
TD US Monthly Income Fund T
5 Stars5 out of 5 Stars
1.99%
+25.91%
CanadaTDB2461
TD US Monthly Income Fund A
5 Stars5 out of 5 Stars
2.01%
+25.90%
CanadaTDB2462
TD US Monthly Income Fund A
5 Stars5 out of 5 Stars
2.01%
+25.90%
CanadaTDB2463
TD US Monthly Income Fund A
5 Stars5 out of 5 Stars
2.01%
+25.90%
CanadaTDB2464
TD US Monthly Income Fund A
5 Stars5 out of 5 Stars
2.01%
+25.90%
CanadaTDB2466
TD US Monthly Income Fund H
5 Stars5 out of 5 Stars
1.98%
+25.90%
CanadaTDB2787
TD U.S. Monthly Income - C$ T Series
5 Stars5 out of 5 Stars
2.01%
+25.88%
CanadaTDB2788
TD U.S. Monthly Income - C$ T Series
5 Stars5 out of 5 Stars
2.01%
+25.88%
CanadaTDB2789
TD U.S. Monthly Income - C$ T Series
5 Stars5 out of 5 Stars
2.01%
+25.88%
CanadaTDB2790
TD U.S. Monthly Income - C$ T Series
5 Stars5 out of 5 Stars
2.01%
+25.88%
CanadaTDB2781
TD U.S. Monthly Income - C$ Advisor Series
5 Stars5 out of 5 Stars
2.03%
+25.85%
CanadaTDB2782
TD U.S. Monthly Income - C$ Advisor Series
5 Stars5 out of 5 Stars
2.03%
+25.85%
CanadaTDB2783
TD U.S. Monthly Income - C$ Advisor Series
5 Stars5 out of 5 Stars
2.03%
+25.85%
CanadaTDB2784
TD U.S. Monthly Income - C$ Advisor Series
5 Stars5 out of 5 Stars
2.03%
+25.85%
CanadaTDB2460
TD US Monthly Income Fund I
5 Stars5 out of 5 Stars
2.03%
+25.85%
CanadaTDB2786
TD U.S. Monthly Income - C$ H Series
5 Stars5 out of 5 Stars
2.02%
+25.84%
CanadaTDB2780
TD U.S. Monthly Income - C$ Investor Series
5 Stars5 out of 5 Stars
2.04%
+25.84%
CanadaTDB2605
TD Global Tactical Monthly Income Fund - F Series
4 Stars4 out of 5 Stars
0.93%
+25.25%
CanadaTDB2611
TD Global Tactical Monthly Income Fund - S Series
4 Stars4 out of 5 Stars
0.95%
+25.21%
CanadaTDB2618
TD Global Tactical Monthly Income Fund - D Series
5 Stars5 out of 5 Stars
0.92%
+25.19%
CanadaTDB3044
TD Global Tactical Monthly Income Fund - D Series
5 Stars5 out of 5 Stars
0.92%
+25.19%
CanadaTDB3482
TD Global Tactical Monthly Income Fund - FT5 Series
5 Stars5 out of 5 Stars
0.93%
+25.19%
CanadaBMO70218
BMO Sustainable Global Balanced Fund A
1 Star1 out of 5 Stars
2.10%
+25.01%
CanadaBMO97218
BMO Sustainable Global Balanced Fund Advisor
1 Star1 out of 5 Stars
2.11%
+25.01%
CanadaBMO98218
BMO Sustainable Global Balanced Fund Advisor
1 Star1 out of 5 Stars
2.11%
+25.01%
CanadaBMO99218
BMO Sustainable Global Balanced Fund Advisor
1 Star1 out of 5 Stars
2.11%
+25.01%
CanadaCIG18167
CI High Income Class O
4 Stars4 out of 5 Stars
0.18%
+24.96%
CanadaTDB2212
TD North American Sustainability Balanced Fund - F Series
3 Stars3 out of 5 Stars
0.83%
+24.69%
CanadaCIG5304
CI High Income Corporate Class I
-1 out of 5 Stars
---
+24.69%
CanadaBMO45808
BMO US Dollar Balanced F
5 Stars5 out of 5 Stars
0.77%
+24.68%
CanadaBMO95808
BMO US Dollar Balanced F
5 Stars5 out of 5 Stars
0.77%
+24.68%
CanadaMMF4613
Manulife Global Monthly High Income Fund Series F
5 Stars5 out of 5 Stars
1.07%
+24.60%
CanadaTDB2213
TD North American Sustainability Balanced Fund - D Series
3 Stars3 out of 5 Stars
0.93%
+24.60%
CanadaCIG18117
CI High Income Corporate Class O
-1 out of 5 Stars
0.16%
+24.49%
CanadaFID3614
Fidelity Global Balanced Cl Port Sr F8
5 Stars5 out of 5 Stars
1.07%
+24.41%
CanadaFID3624
Fidelity Global Balanced Cl Port Sr F5
5 Stars5 out of 5 Stars
1.07%
+24.41%
CanadaFID2684
Fidelity Global Balanced Class Port Sr F
5 Stars5 out of 5 Stars
1.07%
+24.40%
CanadaFID2694
Fidelity Global Balanced Class Port Sr F
5 Stars5 out of 5 Stars
1.07%
+24.40%
CanadaFID2604
Fidelity Global Balanced Portfolio F
5 Stars5 out of 5 Stars
1.07%
+24.39%
CanadaFID2624
Fidelity Global Balanced Portfolio F5
5 Stars5 out of 5 Stars
1.08%
+24.38%
CanadaFID2614
Fidelity Global Balanced Portfolio F8
5 Stars5 out of 5 Stars
1.09%
+24.38%
CanadaRBF5726
RBC Select Choices Balanced Portfolio F
4 Stars4 out of 5 Stars
1.18%
+24.38%
CanadaNWT8964
NEI Global Sustainable Balanced Fund PF
3 Stars3 out of 5 Stars
0.76%
+24.03%
CanadaBNS508
Scotia US Dollar Balanced Fund F
-1 out of 5 Stars
1.05%
+24.02%
CanadaCIG15167
CI High Income Fund Class EF
4 Stars4 out of 5 Stars
0.99%
+23.93%
CanadaFID5949
Fidelity Global Asset Allocation Private Pool F
4 Stars4 out of 5 Stars
0.98%
+23.93%
CanadaFID5951
Fidelity Global Asset Allocation Private Pool F8
4 Stars4 out of 5 Stars
0.98%
+23.92%
CanadaCIG447
CI High Income Fund Class F
3 Stars3 out of 5 Stars
1.04%
+23.86%
CanadaTDB2613
TD Global Tactical Monthly Income Fund - Premium Series
4 Stars4 out of 5 Stars
2.03%
+23.82%
CanadaTDB2607
TD Global Tactical Monthly Income Fund - T Series
4 Stars4 out of 5 Stars
2.10%
+23.72%
CanadaTDB2608
TD Global Tactical Monthly Income Fund - T Series
4 Stars4 out of 5 Stars
2.10%
+23.72%
CanadaTDB2609
TD Global Tactical Monthly Income Fund - T Series
4 Stars4 out of 5 Stars
2.10%
+23.72%
CanadaTDB2610
TD Global Tactical Monthly Income Fund - T Series
4 Stars4 out of 5 Stars
2.10%
+23.72%
CanadaTDB2601
TD Global Tactical Monthly Income Fund - A Series
4 Stars4 out of 5 Stars
2.12%
+23.71%
CanadaTDB2602
TD Global Tactical Monthly Income Fund - A Series
4 Stars4 out of 5 Stars
2.12%
+23.71%
CanadaTDB2603
TD Global Tactical Monthly Income Fund - A Series
4 Stars4 out of 5 Stars
2.12%
+23.71%
CanadaTDB2604
TD Global Tactical Monthly Income Fund - A Series
4 Stars4 out of 5 Stars
2.12%
+23.71%
CanadaTDB2606
TD Global Tactical Monthly Income Fund - H Series
4 Stars4 out of 5 Stars
2.16%
+23.70%
CanadaNWT964
NEI Global Sustainable Balanced Fund F
2 Stars2 out of 5 Stars
1.04%
+23.68%
CanadaTDB2600
TD Global Tactical Monthly Income Fund - Investor Series
4 Stars4 out of 5 Stars
2.17%
+23.67%
CanadaBMO95474
BMO SelectTrust Balanced Portfolio F
3 Stars3 out of 5 Stars
1.29%
+23.67%
CanadaBMO36474
BMO SelectTrust Balanced Portfolio Series F6
3 Stars3 out of 5 Stars
1.28%
+23.66%
CanadaCIG15717
CI High Income Corporate Class EFT5
3 Stars3 out of 5 Stars
0.96%
+23.50%
CanadaCIG15117
CI High Income Corporate Class EF
3 Stars3 out of 5 Stars
0.99%
+23.46%
CanadaTDB3559
TD Managed Balanced Growth ETF Portfolio F
4 Stars4 out of 5 Stars
0.50%
+23.42%
CanadaCIG452T5
CI High Income Corporate Class FT5
3 Stars3 out of 5 Stars
1.04%
+23.40%
CanadaCIG4304
CI High Income Corporate Class F
3 Stars3 out of 5 Stars
1.05%
+23.38%
CanadaCIG4504
CI High Income Corporate Class F
3 Stars3 out of 5 Stars
1.05%
+23.38%
CanadaCIG952T8
CI High Income Corporate Class FT8
3 Stars3 out of 5 Stars
1.06%
+23.37%
CanadaTDB3177
TD Managed Balanced Growth ETF Portfolio D
4 Stars4 out of 5 Stars
0.50%
+23.34%
CanadaBMO95274
BMO Ascent Balanced Portfolio Series F
3 Stars3 out of 5 Stars
0.76%
+23.31%
CanadaBMO95105
BMO Sustainable Balanced Portfolio Series F
2 Stars2 out of 5 Stars
0.74%
+23.30%
CanadaAIM8817
Invesco Balanced Growth Portfolio Class F
3 Stars3 out of 5 Stars
0.92%
+23.27%
CanadaAIM7817
Invesco Balanced Growth Portfolio F
3 Stars3 out of 5 Stars
0.91%
+23.26%
CanadaCIG686
CI High Income Class A
3 Stars3 out of 5 Stars
1.59%
+23.18%
CanadaCIG786
CI High Income Class A
3 Stars3 out of 5 Stars
1.59%
+23.18%
CanadaMMF9411
Manulife Global Monthly High Income Fund Series T6
4 Stars4 out of 5 Stars
2.24%
+23.17%
CanadaMMF9511
Manulife Global Monthly High Income Fund Series T6
4 Stars4 out of 5 Stars
2.24%
+23.17%
CanadaMMF9711
Manulife Global Monthly High Income Fund Series T6
4 Stars4 out of 5 Stars
2.24%
+23.17%
CanadaAGF1425
AGF Elements Balanced Portfolio Series W
5 Stars5 out of 5 Stars
0.11%
+23.15%
CanadaRBF567
RBC Select Choices Balanced Portfolio A
3 Stars3 out of 5 Stars
2.15%
+23.12%
CanadaMMF4413
Manulife Global Monthly High Income Fund Series Adv
4 Stars4 out of 5 Stars
2.28%
+23.11%
CanadaMMF4513
Manulife Global Monthly High Income Fund Series Adv
4 Stars4 out of 5 Stars
2.28%
+23.11%
Show TD Mutual Funds FirstSelect AllGo

Global Neutral Balanced

Funds in the Global Neutral 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 or equal to 40% but less than or equal to 60% 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
CanadaAGF1425
AGF Elements Balanced Portfolio Series W
0.11%
CanadaCIG18117
CI High Income Corporate Class O
0.16%
CanadaCIG18142
CI Canadian Income & Growth Corporate Class O
0.16%
CanadaCIG18194
CI Global Income & Growth Fund Class O
0.17%
CanadaCIG18167
CI High Income Class O
0.18%
CanadaCIG18052
CI Portfolio Series Conservative Balanced Fund O
0.20%
CanadaDFA605
DFA Global 60EQ-40FI Portfolio F
0.30%
CanadaDFA829
DFA Global 50EQ-50FI Portfolio Class F
0.31%
CanadaTDB3558
TD Managed Income & Moderate Growth ETF Portfolio F
0.49%
CanadaTDB3176
TD Managed Income & Moderate Growth ETF Portfolio D
0.50%