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  • Fund Categories
    Canadian Fixed Income Balanced
    (Canada)
  • YTD Change-9.84%
  • Avg. MER*1.25%

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
CanadaBMO22720
BMO Monthly Dividend Ltd F
3 Stars3 out of 5 Stars
0.69%
-1.67%
CanadaBMO31188
BMO Monthly Dividend Ltd D
5 Stars5 out of 5 Stars
0.98%
-1.93%
CanadaBMO22188
BMO Monthly Dividend Ltd Advisor
2 Stars2 out of 5 Stars
1.79%
-2.75%
CanadaBMO22588
BMO Monthly Dividend Ltd Advisor
2 Stars2 out of 5 Stars
1.79%
-2.75%
CanadaGOC803
Canoe Enhanced Income F
5 Stars5 out of 5 Stars
1.09%
-4.14%
CanadaGOC8031
Canoe Enhanced Income Fund FX
5 Stars5 out of 5 Stars
1.24%
-4.29%
CanadaGOC901
Canoe Enhanced Income Portfolio Class A
4 Stars4 out of 5 Stars
1.98%
-4.99%
CanadaGOC801
Canoe Enhanced Income A
4 Stars4 out of 5 Stars
1.98%
-5.00%
CanadaLWF017
Leith Wheeler Income Advantage Series B
4 Stars4 out of 5 Stars
0.85%
-5.71%
CanadaFID1753
Fidelity Income Allocation Series F8
5 Stars5 out of 5 Stars
0.89%
-5.94%
CanadaFID613
Fidelity Income Allocation Series F
5 Stars5 out of 5 Stars
0.89%
-5.94%
CanadaFID1752
Fidelity Income Allocation Series F5
5 Stars5 out of 5 Stars
0.89%
-5.95%
CanadaFER062
F�RIQUE Moderate Portfolio
4 Stars4 out of 5 Stars
0.93%
-6.42%
CanadaRBF662
RBC Managed Payout Solution-Enhanced F
5 Stars5 out of 5 Stars
0.79%
-6.45%
CanadaFID213
Fidelity Income Allocation Series S8
4 Stars4 out of 5 Stars
1.74%
-6.74%
CanadaFID781
Fidelity Income Allocation Series S5
4 Stars4 out of 5 Stars
1.75%
-6.75%
CanadaFID294
Fidelity Income Allocation Series B
4 Stars4 out of 5 Stars
1.76%
-6.76%
CanadaAIM61207
Invesco Monthly Income ETF Portfolio Series F
3 Stars3 out of 5 Stars
0.55%
-6.84%
CanadaFID513
Fidelity Income Allocation Series T8
4 Stars4 out of 5 Stars
1.95%
-6.92%
CanadaPCA325
SEI Income 40/60 Class F
5 Stars5 out of 5 Stars
0.90%
-6.93%
CanadaFID594
Fidelity Income Allocation Series A
4 Stars4 out of 5 Stars
1.98%
-6.96%
CanadaFID782
Fidelity Income Allocation Series T5
4 Stars4 out of 5 Stars
1.99%
-6.97%
CanadaRBF661
RBC Managed Payout Solution F
5 Stars5 out of 5 Stars
0.74%
-7.13%
CanadaRBF582
RBC Managed Payout Solution-Enhanced A
5 Stars5 out of 5 Stars
1.83%
-7.42%
CanadaCIB587
CIBC Balanced Index Premium
5 Stars5 out of 5 Stars
0.44%
-7.47%
CanadaATL051
Renaissance Optimal Income Portfolio Class F
5 Stars5 out of 5 Stars
0.85%
-7.67%
CanadaAIM61403
Invesco Monthly Income ETF Portfolio T8
2 Stars2 out of 5 Stars
1.66%
-7.87%
CanadaAIM61203
Invesco Monthly Income ETF Portfolio A
2 Stars2 out of 5 Stars
1.70%
-7.91%
CanadaAIM61303
Invesco Monthly Income ETF Portfolio T6
2 Stars2 out of 5 Stars
1.70%
-7.91%
CanadaCIB107
CIBC Balanced Index Fund F
-1 out of 5 Stars
0.93%
-7.91%
CanadaRBF581
RBC Managed Payout Solution A
4 Stars4 out of 5 Stars
1.63%
-7.95%
CanadaDYN3968
Dynamic Premium Bond Private Pool Class FT
3 Stars3 out of 5 Stars
0.77%
-8.03%
CanadaCIB901
CIBC Balanced Index
5 Stars5 out of 5 Stars
1.21%
-8.18%
CanadaDYN3963
Dynamic Premium Bond Private Pool F
3 Stars3 out of 5 Stars
0.77%
-8.34%
CanadaDYN3966
Dynamic Premium Bond Private Pool Class F
3 Stars3 out of 5 Stars
0.78%
-8.35%
CanadaFID1668
Fidelity Bal Inc Ccy Netrl Priv Pool F
4 Stars4 out of 5 Stars
0.89%
-8.38%
CanadaFID1768
Fidelity Bal Inc Ccy Netrl Priv Pool F5
4 Stars4 out of 5 Stars
0.89%
-8.38%
CanadaTDB451
TD Income Advantage Portfolio - F
3 Stars3 out of 5 Stars
0.78%
-8.41%
CanadaTDB394
TD Income Advantage Portfolio - S
3 Stars3 out of 5 Stars
0.79%
-8.46%
CanadaFID111
Fidelity ClearPath Income Portfolio F
4 Stars4 out of 5 Stars
0.81%
-8.63%
CanadaFID9719
Fidelity Balanced Income Priv Pool F5
5 Stars5 out of 5 Stars
0.85%
-8.65%
CanadaFID9819
Fidelity Balanced Income Priv Pool F8
5 Stars5 out of 5 Stars
0.85%
-8.65%
CanadaFID9619
Fidelity Balanced Income Priv Pool F
5 Stars5 out of 5 Stars
0.86%
-8.66%
CanadaATL053
Renaissance Optimal Inc Pt T6
3 Stars3 out of 5 Stars
1.95%
-8.70%
CanadaATL055
Renaissance Optimal Inc Pt T6
3 Stars3 out of 5 Stars
1.95%
-8.70%
CanadaNBC3900
NBI Jarislowsky Fraser Select Income E
4 Stars4 out of 5 Stars
0.84%
-8.71%
CanadaATL048
Renaissance Optimal Inc Pt
3 Stars3 out of 5 Stars
1.96%
-8.71%
CanadaATL050
Renaissance Optimal Inc Pt
3 Stars3 out of 5 Stars
1.96%
-8.71%
CanadaTDB3082
TD Income Advantage Portfolio - D
3 Stars3 out of 5 Stars
1.10%
-8.72%
CanadaATL056
Renaissance Optimal Inc Pt T8
3 Stars3 out of 5 Stars
1.98%
-8.72%
CanadaATL058
Renaissance Optimal Inc Pt T8
3 Stars3 out of 5 Stars
1.98%
-8.72%
CanadaCIB830
CIBC Managed Income Portfolio
2 Stars2 out of 5 Stars
1.80%
-8.82%
CanadaMFC057
Mackenzie Income Fund - F
5 Stars5 out of 5 Stars
0.89%
-8.88%
CanadaIGI1337
IG Core Portfolio - Income Plus F
3 Stars3 out of 5 Stars
0.80%
-8.96%
CanadaCIB850
CIBC Managed Income Portfolio U$
4 Stars4 out of 5 Stars
1.90%
-8.97%
CanadaCIB832
CIBC Managed Income Plus Portfolio
3 Stars3 out of 5 Stars
2.19%
-9.01%
CanadaTMI002
Tradex Bond
3 Stars3 out of 5 Stars
0.90%
-9.06%
CanadaTDB2629
TD Income Advantage Portfolio K
2 Stars2 out of 5 Stars
1.55%
-9.07%
CanadaMFC4623
Mackenzie Income D
4 Stars4 out of 5 Stars
1.29%
-9.14%
CanadaTDB2005
TD Income Advantage Portfolio - P
2 Stars2 out of 5 Stars
1.56%
-9.19%
CanadaTDB393
TD Income Advantage Portfolio - H
2 Stars2 out of 5 Stars
1.65%
-9.19%
CanadaTDB963
TD Income Advantage Portfolio - I
2 Stars2 out of 5 Stars
1.65%
-9.20%
CanadaBNS540
Scotia Selected Balanced Income Portfolio Series F
4 Stars4 out of 5 Stars
0.76%
-9.20%
CanadaTDB111
TD Income Advantage Portfolio - A
2 Stars2 out of 5 Stars
1.64%
-9.23%
CanadaTDB816
TD Income Advantage Portfolio - A
2 Stars2 out of 5 Stars
1.64%
-9.23%
CanadaTDB872
TD Income Advantage Portfolio - A
2 Stars2 out of 5 Stars
1.64%
-9.23%
CanadaTDB882
TD Income Advantage Portfolio - A
2 Stars2 out of 5 Stars
1.64%
-9.23%
CanadaTDB296
TD Income Advantage Portfolio - T
2 Stars2 out of 5 Stars
1.65%
-9.25%
CanadaTDB390
TD Income Advantage Portfolio - T
2 Stars2 out of 5 Stars
1.65%
-9.25%
CanadaTDB391
TD Income Advantage Portfolio - T
2 Stars2 out of 5 Stars
1.65%
-9.25%
CanadaTDB392
TD Income Advantage Portfolio - T
2 Stars2 out of 5 Stars
1.65%
-9.25%
CanadaFID1211
Fidelity ClearPath Income Portfolio S5
3 Stars3 out of 5 Stars
1.58%
-9.33%
CanadaFID711
Fidelity ClearPath Income Portfolio S8
3 Stars3 out of 5 Stars
1.60%
-9.34%
CanadaFID777
Fidelity ClearPath Income Portfolio B
3 Stars3 out of 5 Stars
1.60%
-9.34%
CanadaELM8101
Empire Life Emblem Conservative Port A
2 Stars2 out of 5 Stars
2.06%
-9.56%
CanadaELM8171
Empire Life Emblem Conservative Port A
2 Stars2 out of 5 Stars
2.06%
-9.56%
CanadaFID444
Fidelity ClearPath Income Portfolio A
2 Stars2 out of 5 Stars
1.92%
-9.61%
CanadaFID1511
Fidelity ClearPath Income Portfolio T5
2 Stars2 out of 5 Stars
1.92%
-9.61%
CanadaFID768
Fidelity Bal Income Private Pool Cl S5
4 Stars4 out of 5 Stars
1.95%
-9.66%
CanadaTDB2065
TD Advantage Balanced Income Portfolio F Series
4 Stars4 out of 5 Stars
0.82%
-9.66%
CanadaFID766
Fidelity Bal Income Private Pool Cl B U$
4 Stars4 out of 5 Stars
1.97%
-9.67%
CanadaFID9019
Fidelity Bal Income Private Pool Cl B
4 Stars4 out of 5 Stars
1.97%
-9.67%
CanadaFID411
Fidelity ClearPath Income Portfolio T8
2 Stars2 out of 5 Stars
1.95%
-9.67%
CanadaRBF664
RBC Select Very Conservative Portfolio F
4 Stars4 out of 5 Stars
0.85%
-9.79%
CanadaMFC281
Mackenzie Income A
3 Stars3 out of 5 Stars
1.91%
-9.80%
CanadaMFC291
Mackenzie Income A
3 Stars3 out of 5 Stars
1.91%
-9.80%
CanadaMFC3324
Mackenzie Income A
3 Stars3 out of 5 Stars
1.91%
-9.80%
CanadaMFC7038
Mackenzie Income A
3 Stars3 out of 5 Stars
1.91%
-9.80%
CanadaFID1251
Fidelity ClearPath 2005 Port Series S5
3 Stars3 out of 5 Stars
1.55%
-9.83%
CanadaTDB3175
TD Managed Income ETF D
4 Stars4 out of 5 Stars
0.78%
-9.88%
CanadaFID705
Fidelity ClearPath 2005 Port Series B
3 Stars3 out of 5 Stars
1.63%
-9.89%
CanadaFID751
Fidelity ClearPath 2005 Port Series S8
3 Stars3 out of 5 Stars
1.65%
-9.90%
CanadaELM8106
Empire Life Emblem Conservative Port T6
2 Stars2 out of 5 Stars
2.06%
-10.05%
CanadaELM8176
Empire Life Emblem Conservative Port T6
2 Stars2 out of 5 Stars
2.06%
-10.05%
CanadaIGI1197
IG Core Portfolio - Income Plus J NL
1 Star1 out of 5 Stars
2.04%
-10.07%
CanadaIGI1196
IG Core Portfolio - Income Plus J DSC
1 Star1 out of 5 Stars
2.04%
-10.08%
CanadaFRC038
Russell Investments Conservative Income Series F-5
2 Stars2 out of 5 Stars
0.90%
-10.18%
CanadaFRC037
Russell Investments Conservative Income Series F
2 Stars2 out of 5 Stars
0.91%
-10.20%
CanadaFID405
Fidelity ClearPath 2005 Port Series A
3 Stars3 out of 5 Stars
1.98%
-10.21%
CanadaBNS338
Scotia Selected Income Portfolio A
2 Stars2 out of 5 Stars
1.77%
-10.21%
Show TD Mutual Funds FirstSelect AllGo

Canadian Fixed Income Balanced

Funds in the Canadian Fixed Income 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 5% but less than 40% of their total assets in equity securities.

FUND STRATEGIES

Data as of Wednesday, Aug 31, 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
CanadaATL2601
Axiom Balanced Income Portfolio Class T4
0.21%
CanadaATL2603
Axiom Balanced Income Portfolio Class T4
0.21%
CanadaCIB587
CIBC Balanced Index Premium
0.44%
CanadaAIM61207
Invesco Monthly Income ETF Portfolio Series F
0.55%
CanadaBMO95701
BMO Income ETF Portfolio F
0.55%
CanadaBMO36701
BMO Income ETF Portfolio F6
0.55%
CanadaBMO88490
BMO Income ETF Portfolio Class F
0.56%
CanadaTDB2441
TD Comfort Conservative Income Portfolio F Series
0.57%
CanadaTDB3516
TD Mgd Income Portfolio FT8
0.69%
CanadaBMO22720
BMO Monthly Dividend Ltd F
0.69%