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  • Fund Categories
    Canadian Neutral Balanced
    (Canada)
  • YTD Change+4.02%
  • Avg. MER*0.50%

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
CanadaAIM590
Invesco Canadian Premier Balanced Fund Series F
5 Stars5 out of 5 Stars
0.89%
+15.97%
CanadaAIM4307
Invesco Canadian Premier Balanced Class F
4 Stars4 out of 5 Stars
0.99%
+15.68%
CanadaTDB3106
TD Canadian Diversified Yield D
4 Stars4 out of 5 Stars
0.92%
+14.76%
CanadaAIM28483
Invesco Canadian Premier Balanced P
4 Stars4 out of 5 Stars
2.20%
+14.48%
CanadaAIM27381
Invesco Canadian Premier Balanced T6
3 Stars3 out of 5 Stars
2.50%
+14.11%
CanadaAIM27383
Invesco Canadian Premier Balanced T6
3 Stars3 out of 5 Stars
2.50%
+14.11%
CanadaAIM27385
Invesco Canadian Premier Balanced T6
3 Stars3 out of 5 Stars
2.50%
+14.11%
CanadaAIM27389
Invesco Canadian Premier Balanced T6
3 Stars3 out of 5 Stars
2.50%
+14.11%
CanadaAIM27371
Invesco Canadian Premier Balanced T4
3 Stars3 out of 5 Stars
2.45%
+14.11%
CanadaAIM27373
Invesco Canadian Premier Balanced T4
3 Stars3 out of 5 Stars
2.45%
+14.11%
CanadaAIM27375
Invesco Canadian Premier Balanced T4
3 Stars3 out of 5 Stars
2.45%
+14.11%
CanadaAIM27379
Invesco Canadian Premier Balanced T4
3 Stars3 out of 5 Stars
2.45%
+14.11%
CanadaAIM597
Invesco Canadian Premier Balanced A
3 Stars3 out of 5 Stars
2.59%
+14.03%
CanadaAIM598
Invesco Canadian Premier Balanced A
3 Stars3 out of 5 Stars
2.59%
+14.03%
CanadaAIM23081
Invesco Canadian Premier Balanced Class T6
3 Stars3 out of 5 Stars
2.43%
+14.00%
CanadaAIM23083
Invesco Canadian Prem Bal Class T6
3 Stars3 out of 5 Stars
2.43%
+14.00%
CanadaAIM4301
Invesco Canadian Premier Balanced Class
3 Stars3 out of 5 Stars
2.48%
+13.98%
CanadaAIM4303
Invesco Canadian Prem Bal Class
3 Stars3 out of 5 Stars
2.48%
+13.98%
CanadaAIM23071
Invesco Canadian Premier Balanced Class T4
3 Stars3 out of 5 Stars
2.43%
+13.98%
CanadaAIM23073
Invesco Canadian Prem Bal Class T4
3 Stars3 out of 5 Stars
2.43%
+13.98%
CanadaAIM27391
Invesco Canadian Premier Balanced T8
3 Stars3 out of 5 Stars
2.62%
+13.96%
CanadaAIM27393
Invesco Canadian Premier Balanced T8
3 Stars3 out of 5 Stars
2.62%
+13.96%
CanadaAIM27395
Invesco Canadian Premier Balanced T8
3 Stars3 out of 5 Stars
2.62%
+13.96%
CanadaAIM27399
Invesco Canadian Premier Balanced T8
3 Stars3 out of 5 Stars
2.62%
+13.96%
CanadaRBF635
RBC Managed Payout Solution-Enhanced Plus F
5 Stars5 out of 5 Stars
0.85%
+12.77%
CanadaMMF683
Manulife Monthly High Income Fund Series F
5 Stars5 out of 5 Stars
0.88%
+12.58%
CanadaMMF1040
Manulife Monthly High Income Class Series FT6
5 Stars5 out of 5 Stars
0.89%
+12.57%
CanadaMMF8694
Manulife Monthly High Income Class Series F
5 Stars5 out of 5 Stars
0.89%
+12.55%
CanadaMMF1812
Manulife Monthly High Income Fund Series FT6
5 Stars5 out of 5 Stars
0.91%
+12.55%
CanadaRBF1012
RBC Managed Payout Soln-Enhanced Plu D
5 Stars5 out of 5 Stars
1.13%
+12.48%
CanadaMMF1096
Manulife Canadian Balanced Private Pool Series FT6
5 Stars5 out of 5 Stars
0.87%
+12.47%
CanadaMMF4036
Manulife Canadian Balanced Private Pool Series F
5 Stars5 out of 5 Stars
0.88%
+12.46%
CanadaCIG724
CI Canadian Balanced Fund Class F
4 Stars4 out of 5 Stars
1.33%
+12.12%
CanadaCIG4310
CI Canadian Balanced Corporate Class Cl F
3 Stars3 out of 5 Stars
1.35%
+12.06%
CanadaCIG4513
CI Canadian Balanced Corporate Class Cl F
3 Stars3 out of 5 Stars
1.35%
+12.06%
CanadaCIG930T8
CI Canadian Balanced Corp Cl FT8
3 Stars3 out of 5 Stars
1.34%
+12.06%
CanadaCIG430T5
CI Canadian Balanced Corp Cl FT5
3 Stars3 out of 5 Stars
1.35%
+12.05%
CanadaRBF578
RBC Managed Payout Soln-Enhanced Plu A
4 Stars4 out of 5 Stars
1.96%
+11.55%
CanadaMMF3647
Manulife Fundamental Income Fund Series F
5 Stars5 out of 5 Stars
1.08%
+11.53%
CanadaMMF483
Manulife Monthly High Income Adv
4 Stars4 out of 5 Stars
2.01%
+11.32%
CanadaMMF583
Manulife Monthly High Income Adv
4 Stars4 out of 5 Stars
2.01%
+11.32%
CanadaMMF783
Manulife Monthly High Income Adv
4 Stars4 out of 5 Stars
2.01%
+11.32%
CanadaMMF1987
Manulife Cdn Balanced Priv Pool Adv
4 Stars4 out of 5 Stars
1.97%
+11.24%
CanadaMMF1483
Manulife Monthly High Income Fund Series B
4 Stars4 out of 5 Stars
2.10%
+11.23%
CanadaMMF1583
Manulife Monthly High Income Fund Series B
4 Stars4 out of 5 Stars
2.10%
+11.23%
CanadaMMF1544
Manulife Cdn Balanced Priv Pool T6
4 Stars4 out of 5 Stars
1.97%
+11.23%
CanadaMMF19194
Manulife Monthly High Income Class Series Adv
4 Stars4 out of 5 Stars
2.11%
+11.20%
CanadaMMF8494
Manulife Monthly High Income Class Adv
4 Stars4 out of 5 Stars
2.11%
+11.20%
CanadaMMF8594
Manulife Monthly High Income Class Adv
4 Stars4 out of 5 Stars
2.11%
+11.20%
CanadaMMF9294
Manulife Monthly High Income Class Series Adv
4 Stars4 out of 5 Stars
2.11%
+11.20%
CanadaMMF9583
Manulife Monthly High Income T6
4 Stars4 out of 5 Stars
2.14%
+11.19%
CanadaCIG2907
CI Canadian Balanced Class Z
3 Stars3 out of 5 Stars
2.17%
+11.18%
CanadaCIB313
CIBC Balanced Index F-Premium
4 Stars4 out of 5 Stars
0.29%
+11.02%
CanadaCIG630T8
CI Canadian Balanced Corp Cl AT8
2 Stars2 out of 5 Stars
2.42%
+10.89%
CanadaCIG685
CI Canadian Balanced Class A
3 Stars3 out of 5 Stars
2.43%
+10.88%
CanadaCIG785
CI Canadian Balanced Class A
3 Stars3 out of 5 Stars
2.43%
+10.88%
CanadaFID3636
Fidelity Canadian Balanced Class F8
5 Stars5 out of 5 Stars
0.91%
+10.88%
CanadaFID2627
Fidelity Canadian Balanced Class F
5 Stars5 out of 5 Stars
0.91%
+10.87%
CanadaFID626
Fidelity Canadian Balanced Class F
5 Stars5 out of 5 Stars
0.91%
+10.87%
CanadaFID3646
Fidelity Canadian Balanced Class F5
5 Stars5 out of 5 Stars
0.92%
+10.86%
CanadaFID682
Fidelity Canadian Balanced Series F
5 Stars5 out of 5 Stars
0.91%
+10.86%
CanadaFID1837
Fidelity Canadian Balanced Series F8
5 Stars5 out of 5 Stars
0.91%
+10.86%
CanadaFID1836
Fidelity Canadian Balanced Series F5
5 Stars5 out of 5 Stars
0.91%
+10.86%
CanadaCIG2310
CI Canadian Balanced Corp Cl
2 Stars2 out of 5 Stars
2.44%
+10.84%
CanadaCIG2513
CI Canadian Balanced Corp Cl U$
2 Stars2 out of 5 Stars
2.44%
+10.84%
CanadaCIG3310
CI Canadian Balanced Corp Cl
2 Stars2 out of 5 Stars
2.44%
+10.84%
CanadaCIG3513
CI Canadian Balanced Corp Cl U$
2 Stars2 out of 5 Stars
2.44%
+10.84%
CanadaCIG130T5
CI Canadian Balanced Corp Cl AT5
2 Stars2 out of 5 Stars
2.46%
+10.84%
CanadaCIG230T5
CI Canadian Balanced Corp Cl AT5
2 Stars2 out of 5 Stars
2.46%
+10.84%
CanadaCIB587
CIBC Balanced Index Premium Class
5 Stars5 out of 5 Stars
0.46%
+10.82%
CanadaMFC4523
Mackenzie Strategic Income Fund - F8
5 Stars5 out of 5 Stars
0.92%
+10.79%
CanadaMFC4530
Mackenzie Strategic Income Fund - F8
5 Stars5 out of 5 Stars
0.92%
+10.79%
CanadaMFC3233
Mackenzie Strategic Income Fund - F
5 Stars5 out of 5 Stars
0.93%
+10.78%
CanadaMFC4652
Mackenzie Strategic Income D
4 Stars4 out of 5 Stars
1.11%
+10.58%
CanadaTML3884
Franklin Bissett Canadian Balanced Fund PF
3 Stars3 out of 5 Stars
0.87%
+10.44%
CanadaCIB107
CIBC Balanced Index Fund F
4 Stars4 out of 5 Stars
0.89%
+10.38%
CanadaAIM33917
Invesco Diversified Yield Class Series F6
4 Stars4 out of 5 Stars
0.82%
+10.32%
CanadaBMO95145
BMO Asset Allocation F
4 Stars4 out of 5 Stars
0.69%
+10.29%
CanadaAIM33927
Invesco Diversified Yield Class Series F
4 Stars4 out of 5 Stars
0.85%
+10.29%
CanadaAIM33997
Invesco Diversified Yield Class Series F8
4 Stars4 out of 5 Stars
0.85%
+10.29%
CanadaTML252
Franklin Bissett Canadian Balanced Fund F
3 Stars3 out of 5 Stars
1.04%
+10.27%
CanadaRBF604
RBC Balanced Fund F
4 Stars4 out of 5 Stars
1.02%
+10.25%
CanadaRBF577
RBC Balanced Fund FT5
-1 out of 5 Stars
1.03%
+10.23%
CanadaRBF5660
Phillips, Hager & North Monthly Income Fund F
5 Stars5 out of 5 Stars
0.82%
+10.20%
CanadaMMF3448
Manulife Fundamental Income T
4 Stars4 out of 5 Stars
2.35%
+10.15%
CanadaMMF3548
Manulife Fundamental Income T
4 Stars4 out of 5 Stars
2.35%
+10.15%
CanadaMMF3748
Manulife Fundamental Income T
4 Stars4 out of 5 Stars
2.35%
+10.15%
CanadaMMF13447
Manulife Fundamental Income Fund Series Adv
3 Stars3 out of 5 Stars
2.35%
+10.14%
CanadaMMF3447
Manulife Fundamental Income Adv
3 Stars3 out of 5 Stars
2.35%
+10.14%
CanadaMMF3547
Manulife Fundamental Income Adv
3 Stars3 out of 5 Stars
2.35%
+10.14%
CanadaMMF3747
Manulife Fundamental Income Adv
3 Stars3 out of 5 Stars
2.35%
+10.14%
CanadaCIB208
CIBC Managed Monthly Income Balanced Portfolio - Class F
3 Stars3 out of 5 Stars
1.11%
+10.13%
CanadaCIB901
CIBC Balanced Index
4 Stars4 out of 5 Stars
1.22%
+10.03%
CanadaRBF1011
RBC Balanced Fund D
4 Stars4 out of 5 Stars
1.34%
+9.99%
CanadaRBF1660
PH&N Monthly Income Fund D
5 Stars5 out of 5 Stars
1.09%
+9.93%
CanadaFID7365
Fidelity Asset Allocation Private Pool Trust F
-1 out of 5 Stars
0.96%
+9.75%
CanadaFID135
Fidelity Asset Allocation Private Pool Class F Inc
4 Stars4 out of 5 Stars
0.96%
+9.75%
CanadaFID732
Fidelity Asset Allocation Currency Neutral Private Pool Class F CAD Inc
3 Stars3 out of 5 Stars
0.98%
+9.72%
CanadaFID1279
Fidelity Canadian Balanced Series S5
3 Stars3 out of 5 Stars
2.06%
+9.61%
CanadaFID279
Fidelity Canadian Balanced Series S8
3 Stars3 out of 5 Stars
2.05%
+9.61%
Show TD Mutual Funds FirstSelect AllGo

Canadian Neutral Balanced

Funds in the Canadian Neutral 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 or equal to 40% but less than or equal to 60% 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.
FUND STRATEGIES - Assets under Mgmt
Show TD Mutual Funds First
Name sortableMER sortable
CanadaCIB313
CIBC Balanced Index F-Premium
0.29%
CanadaCIB587
CIBC Balanced Index Premium Class
0.46%
CanadaCIB239
CIBC Monthly Income Fund F
0.61%
CanadaBMO95148
BMO Monthly Income F
0.69%
CanadaBMO95145
BMO Asset Allocation F
0.69%
CanadaBMO36148
BMO Monthly Income Fund Series F6
0.69%
CanadaRBF602
RBC Monthly Income Fund F
0.71%
CanadaTDB2040
TD Balanced Index - E
0.72%
CanadaTML3894
Franklin Bissett Monthly Income & Growth Fund PFT
0.74%
CanadaTML3789
Franklin Bissett Monthly Income & Growth Fund F
0.76%