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

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
CanadaTML3891
Franklin Bissett Dividend Income Fund FT
5 Stars5 out of 5 Stars
0.96%
+15.90%
CanadaTML233
Franklin Bissett Dividend Income Fund F
4 Stars4 out of 5 Stars
1.15%
+15.73%
CanadaTML294
Franklin Bissett Dividend Income T
3 Stars3 out of 5 Stars
2.25%
+14.46%
CanadaTML295
Franklin Bissett Dividend Income T
3 Stars3 out of 5 Stars
2.25%
+14.46%
CanadaTML203
Franklin Bissett Dividend Income A
3 Stars3 out of 5 Stars
2.26%
+14.46%
CanadaTML303
Franklin Bissett Dividend Income A
3 Stars3 out of 5 Stars
2.26%
+14.46%
CanadaATL247
Renaissance Diversified Income
3 Stars3 out of 5 Stars
2.11%
+12.50%
CanadaATL271
Renaissance Diversified Income
3 Stars3 out of 5 Stars
2.11%
+12.50%
CanadaCIB522
CIBC Dividend Income
2 Stars2 out of 5 Stars
2.02%
+11.94%
CanadaTDB455
TD Dividend Income - F
5 Stars5 out of 5 Stars
0.83%
+11.47%
CanadaTDB3476
TD Dividend Income - FT5
5 Stars5 out of 5 Stars
0.82%
+11.46%
CanadaTDB2705
TD Dividend Income Class F
5 Stars5 out of 5 Stars
0.82%
+11.43%
CanadaTDB275
TD Dividend Income - S
5 Stars5 out of 5 Stars
0.84%
+11.39%
CanadaTDB3087
TD Dividend Income - D
4 Stars4 out of 5 Stars
1.20%
+11.02%
CanadaNRP501
NCM Income Growth Class Series A
2 Stars2 out of 5 Stars
2.28%
+10.88%
CanadaNRP503
NCM Income Growth Class Series AA
1 Star1 out of 5 Stars
2.72%
+10.48%
CanadaEDG5881
EdgePoint Cdn Gr & Inc Pt (non-HST) F(N)
5 Stars5 out of 5 Stars
0.79%
+10.48%
CanadaEDG588
EdgePoint Cdn Growth & Income Port Sr F
5 Stars5 out of 5 Stars
0.86%
+10.41%
CanadaTDB2924
TD Dividend Income - Prem
4 Stars4 out of 5 Stars
1.99%
+10.21%
CanadaMFC4627
Mackenzie Cundill Cdn Balanced D
1 Star1 out of 5 Stars
1.37%
+10.19%
CanadaMFC4689
Mackenzie Cundill Cdn Balanced D U$
1 Star1 out of 5 Stars
1.37%
+10.19%
CanadaTDB272
TD Dividend Income - T
4 Stars4 out of 5 Stars
2.03%
+10.18%
CanadaTDB273
TD Dividend Income - T
4 Stars4 out of 5 Stars
2.03%
+10.18%
CanadaTDB274
TD Dividend Income - T
4 Stars4 out of 5 Stars
2.03%
+10.18%
CanadaTDB476
TD Dividend Income - T
4 Stars4 out of 5 Stars
2.03%
+10.18%
CanadaMFC4616
Mackenzie Ivy Canadian Balanced D
2 Stars2 out of 5 Stars
1.38%
+10.14%
CanadaTDB627
TD Dividend Income - I
4 Stars4 out of 5 Stars
2.03%
+10.13%
CanadaTDB122
TD Dividend Income - A
4 Stars4 out of 5 Stars
2.03%
+10.12%
CanadaTDB820
TD Dividend Income - A
4 Stars4 out of 5 Stars
2.03%
+10.12%
CanadaTDB830
TD Dividend Income - A
4 Stars4 out of 5 Stars
2.03%
+10.12%
CanadaTDB840
TD Dividend Income - A
4 Stars4 out of 5 Stars
2.03%
+10.12%
CanadaTDB271
TD Dividend Income - H
4 Stars4 out of 5 Stars
2.01%
+10.11%
CanadaTDB2700
TD Dividend Income Class I
4 Stars4 out of 5 Stars
2.05%
+10.07%
CanadaDJT07063
Desjardins Dividend Income D
3 Stars3 out of 5 Stars
1.12%
+9.34%
CanadaEDG1881
EdgePoint Cdn Gr & Inc Pt (non-HST) A(N)
5 Stars5 out of 5 Stars
1.85%
+9.32%
CanadaMFC2442
Mackenzie Ivy Canadian Balanced T5
2 Stars2 out of 5 Stars
2.18%
+9.29%
CanadaMFC3448
Mackenzie Ivy Canadian Balanced T5
2 Stars2 out of 5 Stars
2.18%
+9.29%
CanadaMFC3449
Mackenzie Ivy Canadian Balanced T5
2 Stars2 out of 5 Stars
2.18%
+9.29%
CanadaMFC7022
Mackenzie Ivy Canadian Balanced T5
2 Stars2 out of 5 Stars
2.18%
+9.29%
CanadaMFC082
Mackenzie Ivy Canadian Balanced A
2 Stars2 out of 5 Stars
2.17%
+9.29%
CanadaMFC3160
Mackenzie Ivy Canadian Balanced A
2 Stars2 out of 5 Stars
2.17%
+9.29%
CanadaMFC612
Mackenzie Ivy Canadian Balanced A
2 Stars2 out of 5 Stars
2.17%
+9.29%
CanadaMFC7021
Mackenzie Ivy Canadian Balanced A
2 Stars2 out of 5 Stars
2.17%
+9.29%
CanadaMFC1228
Mackenzie Ivy Canadian Balanced T8
2 Stars2 out of 5 Stars
2.18%
+9.27%
CanadaMFC1470
Mackenzie Ivy Canadian Balanced T8
2 Stars2 out of 5 Stars
2.18%
+9.27%
CanadaMFC2168
Mackenzie Ivy Canadian Balanced T8
2 Stars2 out of 5 Stars
2.18%
+9.27%
CanadaMFC7023
Mackenzie Ivy Canadian Balanced T8
2 Stars2 out of 5 Stars
2.18%
+9.27%
CanadaMFC2448
Mackenzie Cundill Cdn Balanced T5
1 Star1 out of 5 Stars
2.28%
+9.19%
CanadaMFC3460
Mackenzie Cundill Cdn Balanced T5
1 Star1 out of 5 Stars
2.28%
+9.19%
CanadaMFC3461
Mackenzie Cundill Cdn Balanced T5
1 Star1 out of 5 Stars
2.28%
+9.19%
CanadaMFC4391
Mackenzie Cundill Cdn Balanced T5 U$
1 Star1 out of 5 Stars
2.28%
+9.19%
CanadaMFC4568
Mackenzie Cundill Cdn Balanced T5 U$
1 Star1 out of 5 Stars
2.28%
+9.19%
CanadaMFC4569
Mackenzie Cundill Cdn Balanced T5 U$
1 Star1 out of 5 Stars
2.28%
+9.19%
CanadaMFC7054
Mackenzie Cundill Cdn Balanced T5
1 Star1 out of 5 Stars
2.28%
+9.19%
CanadaMFC7055
Mackenzie Cundill Cdn Balanced T5 U$
1 Star1 out of 5 Stars
2.28%
+9.19%
CanadaMFC3177
Mackenzie Cundill Cdn Balanced A
1 Star1 out of 5 Stars
2.28%
+9.18%
CanadaMFC4379
Mackenzie Cundill Cdn Balanced A U$
1 Star1 out of 5 Stars
2.28%
+9.18%
CanadaMFC4566
Mackenzie Cundill Cdn Balanced A U$
1 Star1 out of 5 Stars
2.28%
+9.18%
CanadaMFC4567
Mackenzie Cundill Cdn Balanced A U$
1 Star1 out of 5 Stars
2.28%
+9.18%
CanadaMFC7052
Mackenzie Cundill Cdn Balanced A
1 Star1 out of 5 Stars
2.28%
+9.18%
CanadaMFC7053
Mackenzie Cundill Cdn Balanced A U$
1 Star1 out of 5 Stars
2.28%
+9.18%
CanadaMFC740
Mackenzie Cundill Cdn Balanced A
1 Star1 out of 5 Stars
2.28%
+9.18%
CanadaMFC840
Mackenzie Cundill Cdn Balanced A
1 Star1 out of 5 Stars
2.28%
+9.18%
CanadaMFC1225
Mackenzie Cundill Cdn Balanced T8
1 Star1 out of 5 Stars
2.29%
+9.18%
CanadaMFC1467
Mackenzie Cundill Cdn Balanced T8
1 Star1 out of 5 Stars
2.29%
+9.18%
CanadaMFC2161
Mackenzie Cundill Cdn Balanced T8
1 Star1 out of 5 Stars
2.29%
+9.18%
CanadaMFC4393
Mackenzie Cundill Cdn Balanced T8 U$
1 Star1 out of 5 Stars
2.29%
+9.18%
CanadaMFC4570
Mackenzie Cundill Cdn Balanced T8 U$
1 Star1 out of 5 Stars
2.29%
+9.18%
CanadaMFC4571
Mackenzie Cundill Cdn Balanced T8 U$
1 Star1 out of 5 Stars
2.29%
+9.18%
CanadaMFC7056
Mackenzie Cundill Cdn Balanced T8
1 Star1 out of 5 Stars
2.29%
+9.18%
CanadaMFC7057
Mackenzie Cundill Cdn Balanced T8 U$
1 Star1 out of 5 Stars
2.29%
+9.18%
CanadaEDG188
EdgePoint Cdn Growth & Income Port Sr A
4 Stars4 out of 5 Stars
2.01%
+9.15%
CanadaELM8708
Empire Life Emblem Growth Portfolio T8
2 Stars2 out of 5 Stars
2.39%
+8.17%
CanadaELM8778
Empire Life Emblem Growth Portfolio T8
2 Stars2 out of 5 Stars
2.39%
+8.17%
CanadaELM8701
Empire Life Emblem Growth Portfolio A
1 Star1 out of 5 Stars
2.40%
+8.16%
CanadaELM8771
Empire Life Emblem Growth Portfolio A
1 Star1 out of 5 Stars
2.40%
+8.16%
CanadaELM8706
Empire Life Emblem Growth Portfolio T6
2 Stars2 out of 5 Stars
2.40%
+8.15%
CanadaELM8776
Empire Life Emblem Growth Portfolio T6
2 Stars2 out of 5 Stars
2.40%
+8.15%
CanadaDJT00063
Desjardins Dividend Income A
2 Stars2 out of 5 Stars
2.12%
+8.10%
CanadaAIM1577
Invesco Select Balanced Fund Series F
5 Stars5 out of 5 Stars
0.86%
+7.84%
CanadaAIM27060
Invesco Select Balanced D
4 Stars4 out of 5 Stars
1.54%
+7.12%
CanadaDYN3035
Dynamic Value Balanced Series F
4 Stars4 out of 5 Stars
1.02%
+7.03%
CanadaAGF858
AGF Strategic Income Fund Series F
4 Stars4 out of 5 Stars
1.21%
+6.73%
CanadaATL2682
Axiom Canadian Growth Portfolio Class T4
3 Stars3 out of 5 Stars
2.16%
+6.69%
CanadaATL2684
Axiom Canadian Growth Portfolio Class T4
3 Stars3 out of 5 Stars
2.16%
+6.69%
CanadaATL989
Axiom Canadian Growth Portfolio
3 Stars3 out of 5 Stars
2.25%
+6.59%
CanadaATL991
Axiom Canadian Growth Portfolio
3 Stars3 out of 5 Stars
2.25%
+6.59%
CanadaATL2685
Axiom Canadian Growth Portfolio Class T6
3 Stars3 out of 5 Stars
2.33%
+6.51%
CanadaATL2687
Axiom Canadian Growth Portfolio Class T6
3 Stars3 out of 5 Stars
2.33%
+6.51%
CanadaAIM3623
Invesco Select Balanced P
4 Stars4 out of 5 Stars
2.14%
+6.48%
CanadaAIM27071
Invesco Select Balanced T4
4 Stars4 out of 5 Stars
2.34%
+6.28%
CanadaAIM27073
Invesco Select Balanced T4
4 Stars4 out of 5 Stars
2.34%
+6.28%
CanadaAIM27075
Invesco Select Balanced T4
4 Stars4 out of 5 Stars
2.34%
+6.28%
CanadaAIM27079
Invesco Select Balanced T4
4 Stars4 out of 5 Stars
2.34%
+6.28%
CanadaBNS310
Scotia Dividend Balanced
3 Stars3 out of 5 Stars
1.94%
+6.27%
CanadaMFC2241
Mackenzie Ivy Canadian Balanced Fund - F8
3 Stars3 out of 5 Stars
0.92%
+6.27%
CanadaAIM27081
Invesco Select Balanced T6
4 Stars4 out of 5 Stars
2.39%
+6.21%
CanadaAIM27083
Invesco Select Balanced T6
4 Stars4 out of 5 Stars
2.39%
+6.21%
CanadaAIM27085
Invesco Select Balanced T6
4 Stars4 out of 5 Stars
2.39%
+6.21%
CanadaAIM27089
Invesco Select Balanced T6
4 Stars4 out of 5 Stars
2.39%
+6.21%
Show TD Mutual Funds FirstSelect AllGo

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.
FUND STRATEGIES - Assets under Mgmt
Show TD Mutual Funds First
Name sortableMER sortable
CanadaEDG5881
EdgePoint Cdn Gr & Inc Pt (non-HST) F(N)
0.79%
CanadaTDB2705
TD Dividend Income Class F
0.82%
CanadaTDB3476
TD Dividend Income - FT5
0.82%
CanadaTDB455
TD Dividend Income - F
0.83%
CanadaTDB275
TD Dividend Income - S
0.84%
CanadaEDG588
EdgePoint Cdn Growth & Income Port Sr F
0.86%
CanadaAIM1577
Invesco Select Balanced Fund Series F
0.86%
CanadaIGI1273
IG Mackenzie Dividend Fund U
0.87%
CanadaAIM1547
Invesco Income Growth Fund Series F
0.87%
CanadaNBC3901
NBI Jarislowsky Fraser Select Bal E
0.91%