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CompanyCountrySymbol
  • Fund Categories
    Canadian Equity Balanced
    (Canada)
  • YTD Change+4.98%
  • Avg. MER*1.67%

RISK RETURN ANALYSIS & FUND DETAILS

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Show TD Mutual Funds FirstSelect AllGo
NameMorningstarMER1 Year Return
DYN2206
Dynamic Power Balanced Series FT
0.98%
+21.80%
DYN227
Dynamic Power Balanced Series F
0.99%
+21.78%
DYN001G
Dynamic Power Balanced Series G
2.01%
+20.56%
DYN701G
Dynamic Power Balanced Series G
2.01%
+20.56%
DYN1001
Dynamic Power Balanced Series T
2.10%
+20.46%
DYN1021
Dynamic Power Balanced Series T
2.10%
+20.46%
DYN001
Dynamic Power Balanced
2.13%
+20.43%
DYN701
Dynamic Power Balanced
2.13%
+20.43%
AIM1577
Invesco Select Balanced Fund Series F
0.88%
+17.24%
EDG5881
EdgePoint Cdn Gr & Inc Pt (non-HST) F(N)
0.84%
+16.48%
VPI205
VPI Canadian Balanced Pool Sr F
1.02%
+16.46%
EDG588
EdgePoint Cdn Growth & Income Port Sr F
0.85%
+16.40%
MMF8644
Manulife Fundamental Balanced Class Series F
1.11%
+16.30%
AIM1547
Invesco Income Growth Fund Series F
0.88%
+16.29%
AIM3623
Invesco Select Balanced P
2.15%
+15.77%
AIM27071
Invesco Select Balanced T4
2.33%
+15.56%
AIM27073
Invesco Select Balanced T4
2.33%
+15.56%
AIM27075
Invesco Select Balanced T4
2.33%
+15.56%
AIM27079
Invesco Select Balanced T4
2.33%
+15.56%
AIM27081
Invesco Select Balanced Fund Series T6
2.46%
+15.40%
AIM27083
Invesco Select Balanced Fund Series T6
2.46%
+15.40%
AIM27085
Invesco Select Balanced Fund Series T6
2.46%
+15.40%
AIM27089
Invesco Select Balanced Fund Series T6
2.46%
+15.40%
EDG1881
EdgePoint Cdn Gr & Inc Pt (non-HST) A(N)
1.84%
+15.27%
AIM1571
Invesco Select Balanced A
2.59%
+15.27%
AIM1573
Invesco Select Balanced A
2.59%
+15.27%
AIM1575
Invesco Select Balanced A
2.59%
+15.27%
AIM1543
Invesco Income Growth SC
1.86%
+15.16%
EDG188
EdgePoint Cdn Growth & Income Port Sr A
2.00%
+15.09%
TDB407
TD Balanced Growth - F
1.11%
+14.96%
AIM23593
Invesco Income Growth P
2.15%
+14.83%
TDB3533
TD Balanced Growth - D
1.19%
+14.78%
AIM22571
Invesco Income Growth T4
2.34%
+14.62%
AIM22573
Invesco Income Growth T4
2.34%
+14.62%
AIM22579
Invesco Income Growth T4
2.34%
+14.62%
AIM22581
Invesco Income Growth T6
2.37%
+14.58%
AIM22583
Invesco Income Growth T6
2.37%
+14.58%
AIM22585
Invesco Income Growth T6
2.37%
+14.58%
AIM22589
Invesco Income Growth T6
2.37%
+14.58%
AIM22591
Invesco Income Growth T8
2.48%
+14.46%
AIM22593
Invesco Income Growth T8
2.48%
+14.46%
AIM22595
Invesco Income Growth T8
2.48%
+14.46%
AIM22599
Invesco Income Growth T8
2.48%
+14.46%
AIM1541
Invesco Income Growth A
2.60%
+14.33%
AIM1545
Invesco Income Growth A
2.60%
+14.33%
AIM6543
Invesco Income Growth A
2.60%
+14.33%
MFC058
Mackenzie Cundill Cdn Balanced F
0.94%
+14.24%
MFC4627
Mackenzie Cundill Cdn Balanced D
1.10%
+14.03%
MFC4689
Mackenzie Cundill Cdn Balanced D U$
1.10%
+14.03%
NBC3901
NBI Jarislowsky Fraser Select Balanced Fund E
0.91%
+13.97%
NBC3701
NBI Jarislowsky Fraser Select Balanced Fund F
0.91%
+13.97%
TDB614
TD Diversified Monthly Income - S
1.10%
+13.90%
TDB683
TD Diversified Monthly Income - F
1.11%
+13.85%
TDB3478
TD Diversified Monthly Income - FT5
1.11%
+13.80%
TDB3532
TD Diversified Monthly Income - D
1.19%
+13.76%
NRP500
NCM Income Growth Class - Series F
1.55%
+13.71%
TDB970
TD Balanced Growth - I
2.22%
+13.68%
PTL002
Portland Canadian Balanced Series F
1.42%
+13.50%
NRP501
NCM Income Growth Class Series A
2.23%
+12.94%
NBC3401
NBI Jarislowsky Fraser Select Bal A
2.01%
+12.76%
MFC1225
Mackenzie Cundill Cdn Balanced T8
2.29%
+12.73%
MFC1467
Mackenzie Cundill Cdn Balanced T8
2.29%
+12.73%
MFC2161
Mackenzie Cundill Cdn Balanced T8
2.29%
+12.73%
MFC4393
Mackenzie Cundill Cdn Balanced T8 U$
2.29%
+12.73%
MFC4570
Mackenzie Cundill Cdn Balanced T8 U$
2.29%
+12.73%
MFC4571
Mackenzie Cundill Cdn Balanced T8 U$
2.29%
+12.73%
MFC7056
Mackenzie Cundill Cdn Balanced T8
2.29%
+12.73%
MFC7057
Mackenzie Cundill Cdn Balanced T8 U$
2.29%
+12.73%
MFC3177
Mackenzie Cundill Cdn Balanced A
2.29%
+12.72%
MFC4379
Mackenzie Cundill Cdn Balanced A U$
2.29%
+12.72%
MFC4566
Mackenzie Cundill Cdn Balanced A U$
2.29%
+12.72%
MFC4567
Mackenzie Cundill Cdn Balanced A U$
2.29%
+12.72%
MFC7052
Mackenzie Cundill Cdn Balanced A
2.29%
+12.72%
MFC7053
Mackenzie Cundill Cdn Balanced A U$
2.29%
+12.72%
MFC740
Mackenzie Cundill Cdn Balanced A
2.29%
+12.72%
MFC840
Mackenzie Cundill Cdn Balanced A
2.29%
+12.72%
DYN3035
Dynamic Value Balanced Series F
1.02%
+12.72%
MFC2448
Mackenzie Cundill Cdn Balanced T5
2.29%
+12.72%
MFC3460
Mackenzie Cundill Cdn Balanced T5
2.29%
+12.72%
MFC3461
Mackenzie Cundill Cdn Balanced T5
2.29%
+12.72%
MFC4391
Mackenzie Cundill Cdn Balanced T5
2.29%
+12.72%
MFC4568
Mackenzie Cundill Cdn Balanced T5
2.29%
+12.72%
MFC4569
Mackenzie Cundill Cdn Balanced T5
2.29%
+12.72%
MFC7054
Mackenzie Cundill Cdn Balanced T5
2.29%
+12.72%
MFC7055
Mackenzie Cundill Cdn Balanced T5
2.29%
+12.72%
DYN2209
Dynamic Value Balanced Series FT
1.05%
+12.68%
TDB159
TD Diversified Monthly Income - I
2.24%
+12.65%
TDB093
TD Diversified Monthly Income - T
2.27%
+12.59%
TDB094
TD Diversified Monthly Income - T
2.27%
+12.59%
TDB095
TD Diversified Monthly Income - T
2.27%
+12.59%
TDB096
TD Diversified Monthly Income - T
2.27%
+12.59%
TDB613
TD Diversified Monthly Income - H
2.25%
+12.58%
FID681
Fidelity Canadian Asset Allocation Fund F
1.09%
+12.54%
FID1799
Fidelity Canadian Asset Allocation Fund F5
1.09%
+12.54%
FID1630
Fidelity Canadian Asset Allocation Class F
1.10%
+12.54%
FID3640
Fidelity Canadian Asset Allocation Class F5
1.10%
+12.53%
FID3630
Fidelity Canadian Asset Allocation Class F8
1.12%
+12.52%
FID1833
Fidelity Canadian Asset Allocation Fund F8
1.10%
+12.51%
NRP503
NCM Income Growth Class Series AA
2.59%
+12.51%
CCM7024
IA Clarington Monthly Income Balanced Fund - Series F
0.98%
+12.31%
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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 Sunday, Mar 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
TDB2705
TD Dividend Income Class F
0.83%
TDB3476
TD Dividend Income - FT5
0.83%
ATL019
Renaissance Canadian Balanced Cl Ser F
0.83%
TDB455
TD Dividend Income - F
0.83%
EDG5881
EdgePoint Cdn Gr & Inc Pt (non-HST) F(N)
0.84%
TDB275
TD Dividend Income - S
0.84%
EDG588
EdgePoint Cdn Growth & Income Port Sr F
0.85%
IGI1273
IG Mackenzie Dividend Fund F
0.88%
CIB130
CIBC Dividend Income Fund F
0.88%
AIM1547
Invesco Income Growth Fund Series F
0.88%