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CompanyCountrySymbol
  • Fund Categories
    Canadian Equity Balanced
    (Canada)
  • YTD Change-4.91%
  • Avg. MER*1.67%

RISK RETURN ANALYSIS & FUND DETAILS

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Show TD Mutual Funds FirstSelect AllGo
NameMorningstarMER1 Year Return
TML3891
Franklin Bissett Dividend Income Fund FT
0.96%
+15.90%
TML233
Franklin Bissett Dividend Income Fund F
1.15%
+15.73%
TML294
Franklin Bissett Dividend Income T
2.25%
+14.46%
TML295
Franklin Bissett Dividend Income T
2.25%
+14.46%
TML203
Franklin Bissett Dividend Income A
2.26%
+14.46%
TML303
Franklin Bissett Dividend Income A
2.26%
+14.46%
ATL247
Renaissance Diversified Income
2.11%
+12.50%
ATL271
Renaissance Diversified Income
2.11%
+12.50%
CIB522
CIBC Dividend Income
2.02%
+11.94%
TDB455
TD Dividend Income - F
0.83%
+11.47%
TDB3476
TD Dividend Income - FT5
0.82%
+11.46%
TDB2705
TD Dividend Income Class F
0.82%
+11.43%
TDB275
TD Dividend Income - S
0.84%
+11.39%
TDB3087
TD Dividend Income - D
1.20%
+11.02%
NRP501
NCM Income Growth Class Series A
2.28%
+10.88%
NRP503
NCM Income Growth Class Series AA
2.72%
+10.48%
EDG5881
EdgePoint Cdn Gr & Inc Pt (non-HST) F(N)
0.79%
+10.48%
EDG588
EdgePoint Cdn Growth & Income Port Sr F
0.86%
+10.41%
TDB2924
TD Dividend Income - Prem
1.99%
+10.21%
MFC4627
Mackenzie Cundill Cdn Balanced D
1.37%
+10.19%
MFC4689
Mackenzie Cundill Cdn Balanced D U$
1.37%
+10.19%
TDB272
TD Dividend Income - T
2.03%
+10.18%
TDB273
TD Dividend Income - T
2.03%
+10.18%
TDB274
TD Dividend Income - T
2.03%
+10.18%
TDB476
TD Dividend Income - T
2.03%
+10.18%
MFC4616
Mackenzie Ivy Canadian Balanced D
1.38%
+10.14%
TDB627
TD Dividend Income - I
2.03%
+10.13%
TDB122
TD Dividend Income - A
2.03%
+10.12%
TDB820
TD Dividend Income - A
2.03%
+10.12%
TDB830
TD Dividend Income - A
2.03%
+10.12%
TDB840
TD Dividend Income - A
2.03%
+10.12%
TDB271
TD Dividend Income - H
2.01%
+10.11%
TDB2700
TD Dividend Income Class I
2.05%
+10.07%
DJT07063
Desjardins Dividend Income D
1.12%
+9.34%
EDG1881
EdgePoint Cdn Gr & Inc Pt (non-HST) A(N)
1.85%
+9.32%
MFC2442
Mackenzie Ivy Canadian Balanced T5
2.18%
+9.29%
MFC3448
Mackenzie Ivy Canadian Balanced T5
2.18%
+9.29%
MFC3449
Mackenzie Ivy Canadian Balanced T5
2.18%
+9.29%
MFC7022
Mackenzie Ivy Canadian Balanced T5
2.18%
+9.29%
MFC082
Mackenzie Ivy Canadian Balanced A
2.17%
+9.29%
MFC3160
Mackenzie Ivy Canadian Balanced A
2.17%
+9.29%
MFC612
Mackenzie Ivy Canadian Balanced A
2.17%
+9.29%
MFC7021
Mackenzie Ivy Canadian Balanced A
2.17%
+9.29%
MFC1228
Mackenzie Ivy Canadian Balanced T8
2.18%
+9.27%
MFC1470
Mackenzie Ivy Canadian Balanced T8
2.18%
+9.27%
MFC2168
Mackenzie Ivy Canadian Balanced T8
2.18%
+9.27%
MFC7023
Mackenzie Ivy Canadian Balanced T8
2.18%
+9.27%
MFC2448
Mackenzie Cundill Cdn Balanced T5
2.28%
+9.19%
MFC3460
Mackenzie Cundill Cdn Balanced T5
2.28%
+9.19%
MFC3461
Mackenzie Cundill Cdn Balanced T5
2.28%
+9.19%
MFC4391
Mackenzie Cundill Cdn Balanced T5 U$
2.28%
+9.19%
MFC4568
Mackenzie Cundill Cdn Balanced T5 U$
2.28%
+9.19%
MFC4569
Mackenzie Cundill Cdn Balanced T5 U$
2.28%
+9.19%
MFC7054
Mackenzie Cundill Cdn Balanced T5
2.28%
+9.19%
MFC7055
Mackenzie Cundill Cdn Balanced T5 U$
2.28%
+9.19%
MFC3177
Mackenzie Cundill Cdn Balanced A
2.28%
+9.18%
MFC4379
Mackenzie Cundill Cdn Balanced A U$
2.28%
+9.18%
MFC4566
Mackenzie Cundill Cdn Balanced A U$
2.28%
+9.18%
MFC4567
Mackenzie Cundill Cdn Balanced A U$
2.28%
+9.18%
MFC7052
Mackenzie Cundill Cdn Balanced A
2.28%
+9.18%
MFC7053
Mackenzie Cundill Cdn Balanced A U$
2.28%
+9.18%
MFC740
Mackenzie Cundill Cdn Balanced A
2.28%
+9.18%
MFC840
Mackenzie Cundill Cdn Balanced A
2.28%
+9.18%
MFC1225
Mackenzie Cundill Cdn Balanced T8
2.29%
+9.18%
MFC1467
Mackenzie Cundill Cdn Balanced T8
2.29%
+9.18%
MFC2161
Mackenzie Cundill Cdn Balanced T8
2.29%
+9.18%
MFC4393
Mackenzie Cundill Cdn Balanced T8 U$
2.29%
+9.18%
MFC4570
Mackenzie Cundill Cdn Balanced T8 U$
2.29%
+9.18%
MFC4571
Mackenzie Cundill Cdn Balanced T8 U$
2.29%
+9.18%
MFC7056
Mackenzie Cundill Cdn Balanced T8
2.29%
+9.18%
MFC7057
Mackenzie Cundill Cdn Balanced T8 U$
2.29%
+9.18%
EDG188
EdgePoint Cdn Growth & Income Port Sr A
2.01%
+9.15%
ELM8708
Empire Life Emblem Growth Portfolio T8
2.39%
+8.17%
ELM8778
Empire Life Emblem Growth Portfolio T8
2.39%
+8.17%
ELM8701
Empire Life Emblem Growth Portfolio A
2.40%
+8.16%
ELM8771
Empire Life Emblem Growth Portfolio A
2.40%
+8.16%
ELM8706
Empire Life Emblem Growth Portfolio T6
2.40%
+8.15%
ELM8776
Empire Life Emblem Growth Portfolio T6
2.40%
+8.15%
DJT00063
Desjardins Dividend Income A
2.12%
+8.10%
AIM1577
Invesco Select Balanced Fund Series F
0.86%
+7.84%
AIM27060
Invesco Select Balanced D
1.54%
+7.12%
DYN3035
Dynamic Value Balanced Series F
1.02%
+7.03%
AGF858
AGF Strategic Income Fund Series F
1.21%
+6.73%
ATL2682
Axiom Canadian Growth Portfolio Class T4
2.16%
+6.69%
ATL2684
Axiom Canadian Growth Portfolio Class T4
2.16%
+6.69%
ATL989
Axiom Canadian Growth Portfolio
2.25%
+6.59%
ATL991
Axiom Canadian Growth Portfolio
2.25%
+6.59%
ATL2685
Axiom Canadian Growth Portfolio Class T6
2.33%
+6.51%
ATL2687
Axiom Canadian Growth Portfolio Class T6
2.33%
+6.51%
AIM3623
Invesco Select Balanced P
2.14%
+6.48%
AIM27071
Invesco Select Balanced T4
2.34%
+6.28%
AIM27073
Invesco Select Balanced T4
2.34%
+6.28%
AIM27075
Invesco Select Balanced T4
2.34%
+6.28%
AIM27079
Invesco Select Balanced T4
2.34%
+6.28%
BNS310
Scotia Dividend Balanced
1.94%
+6.27%
MFC2241
Mackenzie Ivy Canadian Balanced Fund - F8
0.92%
+6.27%
AIM27081
Invesco Select Balanced T6
2.39%
+6.21%
AIM27083
Invesco Select Balanced T6
2.39%
+6.21%
AIM27085
Invesco Select Balanced T6
2.39%
+6.21%
AIM27089
Invesco Select Balanced T6
2.39%
+6.21%
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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 Saturday, Apr 30, 2022
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
EDG5881
EdgePoint Cdn Gr & Inc Pt (non-HST) F(N)
0.79%
TDB2705
TD Dividend Income Class F
0.82%
TDB3476
TD Dividend Income - FT5
0.82%
TDB455
TD Dividend Income - F
0.83%
TDB275
TD Dividend Income - S
0.84%
EDG588
EdgePoint Cdn Growth & Income Port Sr F
0.86%
AIM1577
Invesco Select Balanced Fund Series F
0.86%
IGI1273
IG Mackenzie Dividend Fund U
0.87%
AIM1547
Invesco Income Growth Fund Series F
0.87%
NBC3901
NBI Jarislowsky Fraser Select Bal E
0.91%