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Company | Country | Symbol |
---|

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

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.

Y Axis Label

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Not enough data to chart.

X Axis Label

Show TD Mutual Funds First | Select All | Go | ||
---|---|---|---|---|

Name sortable | Morningstar sortable | MER sortable | 1 Year Return sortable | |

BMO Monthly Dividend Ltd F | 3 out of 5 Stars | 0.69% | -1.67% | |

BMO Monthly Dividend Ltd D | 5 out of 5 Stars | 0.98% | -1.93% | |

BMO Monthly Dividend Ltd Advisor | 2 out of 5 Stars | 1.79% | -2.75% | |

BMO Monthly Dividend Ltd Advisor | 2 out of 5 Stars | 1.79% | -2.75% | |

Canoe Enhanced Income F | 5 out of 5 Stars | 1.09% | -4.14% | |

Canoe Enhanced Income Fund FX | 5 out of 5 Stars | 1.24% | -4.29% | |

Canoe Enhanced Income Portfolio Class A | 4 out of 5 Stars | 1.98% | -4.99% | |

Canoe Enhanced Income A | 4 out of 5 Stars | 1.98% | -5.00% | |

Leith Wheeler Income Advantage Series B | 4 out of 5 Stars | 0.85% | -5.71% | |

Fidelity Income Allocation Series F8 | 5 out of 5 Stars | 0.89% | -5.94% | |

Fidelity Income Allocation Series F | 5 out of 5 Stars | 0.89% | -5.94% | |

Fidelity Income Allocation Series F5 | 5 out of 5 Stars | 0.89% | -5.95% | |

F�RIQUE Moderate Portfolio | 4 out of 5 Stars | 0.93% | -6.42% | |

RBC Managed Payout Solution-Enhanced F | 5 out of 5 Stars | 0.79% | -6.45% | |

Fidelity Income Allocation Series S8 | 4 out of 5 Stars | 1.74% | -6.74% | |

Fidelity Income Allocation Series S5 | 4 out of 5 Stars | 1.75% | -6.75% | |

Fidelity Income Allocation Series B | 4 out of 5 Stars | 1.76% | -6.76% | |

Invesco Monthly Income ETF Portfolio Series F | 3 out of 5 Stars | 0.55% | -6.84% | |

Fidelity Income Allocation Series T8 | 4 out of 5 Stars | 1.95% | -6.92% | |

SEI Income 40/60 Class F | 5 out of 5 Stars | 0.90% | -6.93% | |

Fidelity Income Allocation Series A | 4 out of 5 Stars | 1.98% | -6.96% | |

Fidelity Income Allocation Series T5 | 4 out of 5 Stars | 1.99% | -6.97% | |

RBC Managed Payout Solution F | 5 out of 5 Stars | 0.74% | -7.13% | |

RBC Managed Payout Solution-Enhanced A | 5 out of 5 Stars | 1.83% | -7.42% | |

CIBC Balanced Index Premium | 5 out of 5 Stars | 0.44% | -7.47% | |

Renaissance Optimal Income Portfolio Class F | 5 out of 5 Stars | 0.85% | -7.67% | |

Invesco Monthly Income ETF Portfolio T8 | 2 out of 5 Stars | 1.66% | -7.87% | |

Invesco Monthly Income ETF Portfolio A | 2 out of 5 Stars | 1.70% | -7.91% | |

Invesco Monthly Income ETF Portfolio T6 | 2 out of 5 Stars | 1.70% | -7.91% | |

CIBC Balanced Index Fund F | -1 out of 5 Stars | 0.93% | -7.91% | |

RBC Managed Payout Solution A | 4 out of 5 Stars | 1.63% | -7.95% | |

Dynamic Premium Bond Private Pool Class FT | 3 out of 5 Stars | 0.77% | -8.03% | |

CIBC Balanced Index | 5 out of 5 Stars | 1.21% | -8.18% | |

Dynamic Premium Bond Private Pool F | 3 out of 5 Stars | 0.77% | -8.34% | |

Dynamic Premium Bond Private Pool Class F | 3 out of 5 Stars | 0.78% | -8.35% | |

Fidelity Bal Inc Ccy Netrl Priv Pool F | 4 out of 5 Stars | 0.89% | -8.38% | |

Fidelity Bal Inc Ccy Netrl Priv Pool F5 | 4 out of 5 Stars | 0.89% | -8.38% | |

TD Income Advantage Portfolio - F | 3 out of 5 Stars | 0.78% | -8.41% | |

TD Income Advantage Portfolio - S | 3 out of 5 Stars | 0.79% | -8.46% | |

Fidelity ClearPath Income Portfolio F | 4 out of 5 Stars | 0.81% | -8.63% | |

Fidelity Balanced Income Priv Pool F5 | 5 out of 5 Stars | 0.85% | -8.65% | |

Fidelity Balanced Income Priv Pool F8 | 5 out of 5 Stars | 0.85% | -8.65% | |

Fidelity Balanced Income Priv Pool F | 5 out of 5 Stars | 0.86% | -8.66% | |

Renaissance Optimal Inc Pt T6 | 3 out of 5 Stars | 1.95% | -8.70% | |

Renaissance Optimal Inc Pt T6 | 3 out of 5 Stars | 1.95% | -8.70% | |

NBI Jarislowsky Fraser Select Income E | 4 out of 5 Stars | 0.84% | -8.71% | |

Renaissance Optimal Inc Pt | 3 out of 5 Stars | 1.96% | -8.71% | |

Renaissance Optimal Inc Pt | 3 out of 5 Stars | 1.96% | -8.71% | |

TD Income Advantage Portfolio - D | 3 out of 5 Stars | 1.10% | -8.72% | |

Renaissance Optimal Inc Pt T8 | 3 out of 5 Stars | 1.98% | -8.72% | |

Renaissance Optimal Inc Pt T8 | 3 out of 5 Stars | 1.98% | -8.72% | |

CIBC Managed Income Portfolio | 2 out of 5 Stars | 1.80% | -8.82% | |

Mackenzie Income Fund - F | 5 out of 5 Stars | 0.89% | -8.88% | |

IG Core Portfolio - Income Plus F | 3 out of 5 Stars | 0.80% | -8.96% | |

CIBC Managed Income Portfolio U$ | 4 out of 5 Stars | 1.90% | -8.97% | |

CIBC Managed Income Plus Portfolio | 3 out of 5 Stars | 2.19% | -9.01% | |

Tradex Bond | 3 out of 5 Stars | 0.90% | -9.06% | |

TD Income Advantage Portfolio K | 2 out of 5 Stars | 1.55% | -9.07% | |

Mackenzie Income D | 4 out of 5 Stars | 1.29% | -9.14% | |

TD Income Advantage Portfolio - P | 2 out of 5 Stars | 1.56% | -9.19% | |

TD Income Advantage Portfolio - H | 2 out of 5 Stars | 1.65% | -9.19% | |

TD Income Advantage Portfolio - I | 2 out of 5 Stars | 1.65% | -9.20% | |

Scotia Selected Balanced Income Portfolio Series F | 4 out of 5 Stars | 0.76% | -9.20% | |

TD Income Advantage Portfolio - A | 2 out of 5 Stars | 1.64% | -9.23% | |

TD Income Advantage Portfolio - A | 2 out of 5 Stars | 1.64% | -9.23% | |

TD Income Advantage Portfolio - A | 2 out of 5 Stars | 1.64% | -9.23% | |

TD Income Advantage Portfolio - A | 2 out of 5 Stars | 1.64% | -9.23% | |

TD Income Advantage Portfolio - T | 2 out of 5 Stars | 1.65% | -9.25% | |

TD Income Advantage Portfolio - T | 2 out of 5 Stars | 1.65% | -9.25% | |

TD Income Advantage Portfolio - T | 2 out of 5 Stars | 1.65% | -9.25% | |

TD Income Advantage Portfolio - T | 2 out of 5 Stars | 1.65% | -9.25% | |

Fidelity ClearPath Income Portfolio S5 | 3 out of 5 Stars | 1.58% | -9.33% | |

Fidelity ClearPath Income Portfolio S8 | 3 out of 5 Stars | 1.60% | -9.34% | |

Fidelity ClearPath Income Portfolio B | 3 out of 5 Stars | 1.60% | -9.34% | |

Empire Life Emblem Conservative Port A | 2 out of 5 Stars | 2.06% | -9.56% | |

Empire Life Emblem Conservative Port A | 2 out of 5 Stars | 2.06% | -9.56% | |

Fidelity ClearPath Income Portfolio A | 2 out of 5 Stars | 1.92% | -9.61% | |

Fidelity ClearPath Income Portfolio T5 | 2 out of 5 Stars | 1.92% | -9.61% | |

Fidelity Bal Income Private Pool Cl S5 | 4 out of 5 Stars | 1.95% | -9.66% | |

TD Advantage Balanced Income Portfolio F Series | 4 out of 5 Stars | 0.82% | -9.66% | |

Fidelity Bal Income Private Pool Cl B U$ | 4 out of 5 Stars | 1.97% | -9.67% | |

Fidelity Bal Income Private Pool Cl B | 4 out of 5 Stars | 1.97% | -9.67% | |

Fidelity ClearPath Income Portfolio T8 | 2 out of 5 Stars | 1.95% | -9.67% | |

RBC Select Very Conservative Portfolio F | 4 out of 5 Stars | 0.85% | -9.79% | |

Mackenzie Income A | 3 out of 5 Stars | 1.91% | -9.80% | |

Mackenzie Income A | 3 out of 5 Stars | 1.91% | -9.80% | |

Mackenzie Income A | 3 out of 5 Stars | 1.91% | -9.80% | |

Mackenzie Income A | 3 out of 5 Stars | 1.91% | -9.80% | |

Fidelity ClearPath 2005 Port Series S5 | 3 out of 5 Stars | 1.55% | -9.83% | |

TD Managed Income ETF D | 4 out of 5 Stars | 0.78% | -9.88% | |

Fidelity ClearPath 2005 Port Series B | 3 out of 5 Stars | 1.63% | -9.89% | |

Fidelity ClearPath 2005 Port Series S8 | 3 out of 5 Stars | 1.65% | -9.90% | |

Empire Life Emblem Conservative Port T6 | 2 out of 5 Stars | 2.06% | -10.05% | |

Empire Life Emblem Conservative Port T6 | 2 out of 5 Stars | 2.06% | -10.05% | |

IG Core Portfolio - Income Plus J NL | 1 out of 5 Stars | 2.04% | -10.07% | |

IG Core Portfolio - Income Plus J DSC | 1 out of 5 Stars | 2.04% | -10.08% | |

Russell Investments Conservative Income Series F-5 | 2 out of 5 Stars | 0.90% | -10.18% | |

Russell Investments Conservative Income Series F | 2 out of 5 Stars | 0.91% | -10.20% | |

Fidelity ClearPath 2005 Port Series A | 3 out of 5 Stars | 1.98% | -10.21% | |

Scotia Selected Income Portfolio A | 2 out of 5 Stars | 1.77% | -10.21% | |

Show TD Mutual Funds First | Select All | Go |

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.

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 | ||
---|---|---|

Name sortable | MER sortable | |

Axiom Balanced Income Portfolio Class T4 | 0.21% | |

Axiom Balanced Income Portfolio Class T4 | 0.21% | |

CIBC Balanced Index Premium | 0.44% | |

Invesco Monthly Income ETF Portfolio Series F | 0.55% | |

BMO Income ETF Portfolio F | 0.55% | |

BMO Income ETF Portfolio F6 | 0.55% | |

BMO Income ETF Portfolio Class F | 0.56% | |

TD Comfort Conservative Income Portfolio F Series | 0.57% | |

TD Mgd Income Portfolio FT8 | 0.69% | |

BMO Monthly Dividend Ltd F | 0.69% |