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CompanyCountrySymbol
  • Fund Categories
    Canadian Neutral Balanced
    (Canada)
  • YTD Change-5.83%
  • Avg. MER*0.50%

RISK RETURN ANALYSIS & FUND DETAILS

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Show TD Mutual Funds FirstSelect AllGo
NameMorningstarMER1 Year Return
TDB3106
TD Canadian Diversified Yield D
1.19%
+15.44%
ELM306
Empire Life Monthly Income T6
2.09%
+8.79%
ELM376
Empire Life Monthly Income T6
2.09%
+8.79%
ELM301
Empire Life Monthly Income A
2.09%
+8.78%
ELM371
Empire Life Monthly Income A
2.09%
+8.78%
CIG2907
CI Canadian Balanced Class Z
2.16%
+8.77%
ELM308
Empire Life Monthly Income T8
2.10%
+8.77%
ELM378
Empire Life Monthly Income T8
2.10%
+8.77%
CIG630T8
CI Canadian Balanced Corp Cl AT8
2.41%
+8.63%
CIG130T5
CI Canadian Balanced Corp Cl AT5
2.43%
+8.58%
CIG230T5
CI Canadian Balanced Corp Cl AT5
2.43%
+8.58%
CIG685
CI Canadian Balanced Class A
2.43%
+8.48%
CIG785
CI Canadian Balanced Class A
2.43%
+8.48%
RBF5660
Phillips, Hager & North Monthly Income Fund F
0.82%
+8.26%
RBF1660
PH&N Monthly Income D
1.09%
+7.97%
MMF3448
Manulife Fundamental Income T
2.34%
+7.59%
MMF3548
Manulife Fundamental Income T
2.34%
+7.59%
MMF3748
Manulife Fundamental Income T
2.34%
+7.59%
MMF13447
Manulife Fundamental Income Fund Series Adv
2.34%
+7.59%
MMF3447
Manulife Fundamental Income Adv
2.34%
+7.59%
MMF3547
Manulife Fundamental Income Adv
2.34%
+7.59%
MMF3747
Manulife Fundamental Income Adv
2.34%
+7.59%
TDB399
TD Monthly Income - S
---
+7.53%
TDB452
TD Monthly Income - F
0.83%
+7.45%
TDB3477
TD Monthly Income Fund FT5-Series
0.85%
+7.44%
TML222
Franklin Bissett Cdn Balanced A
2.24%
+7.25%
TML322
Franklin Bissett Cdn Balanced A
2.24%
+7.25%
TML298
Franklin Bissett Cdn Balanced T
2.26%
+7.23%
TML299
Franklin Bissett Cdn Balanced T
2.26%
+7.23%
RBF7660
PH&N Monthly Income A
1.92%
+7.08%
TDB3085
TD Monthly Income - D
1.20%
+7.04%
CCM3423
IA Clarington Strategic Income Fund F
0.95%
+7.02%
CGF550
IPC Monthly Income Portfolio Sr A
2.45%
+7.00%
CGF553
IPC Monthly Income Portfolio Sr A
2.45%
+7.00%
MMF483
Manulife Monthly High Income Adv
2.01%
+6.98%
MMF583
Manulife Monthly High Income Adv
2.01%
+6.98%
MMF783
Manulife Monthly High Income Adv
2.01%
+6.98%
MMF1483
Manulife Monthly High Income B
2.10%
+6.88%
MMF1583
Manulife Monthly High Income B
2.10%
+6.88%
MMF9583
Manulife Monthly High Income T6
2.17%
+6.85%
TDB398
TD Monthly Income - H
1.47%
+6.81%
TDB297
TD Monthly Income - T
1.48%
+6.81%
TDB395
TD Monthly Income - T
1.48%
+6.81%
TDB396
TD Monthly Income - T
1.48%
+6.81%
TDB397
TD Monthly Income - T
1.48%
+6.81%
TDB113
TD Monthly Income - A
1.46%
+6.80%
TDB821
TD Monthly Income - A
1.46%
+6.80%
TDB831
TD Monthly Income - A
1.46%
+6.80%
TDB841
TD Monthly Income - A
1.46%
+6.80%
TDB622
TD Monthly Income - I
1.48%
+6.76%
MMF1544
Manulife Cdn Balanced Priv Pool T6
1.96%
+6.67%
MMF1987
Manulife Cdn Balanced Priv Pool Adv
1.97%
+6.65%
RBF635
RBC Managed Payout Solution-Enhanced Plus F
0.85%
+5.94%
RBF1012
RBC Managed Payout Solution-Enhanc Pl D
1.13%
+5.63%
MFC4663
Symmetry Balanced Port D
1.40%
+5.61%
CCM3428
IA Clarington Strategic Income T8
2.32%
+5.57%
CCM420
IA Clarington Strategic Income Y
2.33%
+5.56%
CCM421
IA Clarington Strategic Income Y
2.33%
+5.56%
CCM3424
IA Clarington Strategic Income T6
2.33%
+5.55%
CCM3420
IA Clarington Strategic Income A
2.36%
+5.51%
CCM3032
IA Clarington Tactical Income Class T8
2.35%
+5.37%
CCM3033
IA Clarington Tactical Income Class T8
2.35%
+5.37%
CCM3064
IA Clarington Tactical Income Class A
2.35%
+5.36%
CCM3029
IA Clarington Tactical Income Class T6
2.37%
+5.35%
CCM3030
IA Clarington Tactical Income Class T6
2.37%
+5.35%
MFC4652
Mackenzie Strategic Income D
1.39%
+5.33%
BNS578
Scotia Canadian Balanced F
1.06%
+5.01%
RBF578
RBC Managed Payout Solution-Enhanc Pl
1.95%
+4.79%
MFC4554
Symmetry Balanced Port T8
2.30%
+4.75%
MFC4555
Symmetry Balanced Port T8
2.30%
+4.75%
MFC4556
Symmetry Balanced Port T8
2.30%
+4.75%
MFC4581
Symmetry Balanced Port T5
2.32%
+4.71%
MFC4582
Symmetry Balanced Port T5
2.32%
+4.71%
MFC4583
Symmetry Balanced Port T5
2.32%
+4.71%
MFC3892
Symmetry Balanced Port C
2.27%
+4.69%
MFC4264
Symmetry Balanced Port C
2.27%
+4.69%
MFC3881
Symmetry Balanced Port B
2.29%
+4.67%
MFC4244
Symmetry Balanced Port B
2.29%
+4.67%
MFC2905
Symmetry Balanced Port A
2.30%
+4.67%
MFC3656
Symmetry Balanced Port A
2.30%
+4.67%
MFC4118
Symmetry Balanced Port A
2.30%
+4.67%
MFC6305
Mackenzie Strategic Income PWT8
2.05%
+4.64%
MFC4527
Mackenzie Strategic Income B
2.25%
+4.44%
MFC4528
Mackenzie Strategic Income B
2.25%
+4.44%
MFC4529
Mackenzie Strategic Income B
2.25%
+4.44%
MFC7125
Mackenzie Strategic Income B
2.25%
+4.44%
MFC2238
Mackenzie Strategic Income A
2.27%
+4.41%
MFC2239
Mackenzie Strategic Income A
2.27%
+4.41%
MFC3232
Mackenzie Strategic Income A
2.27%
+4.41%
MFC7123
Mackenzie Strategic Income A
2.27%
+4.41%
MFC4524
Mackenzie Strategic Income T8
2.29%
+4.39%
MFC4525
Mackenzie Strategic Income T8
2.29%
+4.39%
MFC4526
Mackenzie Strategic Income T8
2.29%
+4.39%
MFC7127
Mackenzie Strategic Income T8
2.29%
+4.39%
IGI1183
IG Mackenzie Strategic Income A
2.50%
+4.23%
AIM33997
Invesco Diversified Yield Class Series F8
0.85%
+4.15%
AIM33927
Invesco Diversified Yield Class Series F
0.86%
+4.14%
FID1751
Fidelity Monthly Income Series F8
0.91%
+4.14%
FID669
Fidelity Monthly Income Series F
0.92%
+4.13%
FID1750
Fidelity Monthly Income Series F5
0.92%
+4.13%
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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 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
CIB239
CIBC Monthly Income Fund F
0.61%
BMO95148
BMO Monthly Income F
0.69%
BMO95145
BMO Asset Allocation F
0.70%
RBF602
RBC Monthly Income Fund F
0.71%
BNS539
Scotia Diversified Monthly Income Fund Series F
0.77%
RBF5660
Phillips, Hager & North Monthly Income Fund F
0.82%
TDB452
TD Monthly Income - F
0.83%
AIM33997
Invesco Diversified Yield Class Series F8
0.85%
TDB3477
TD Monthly Income Fund FT5-Series
0.85%
RBF635
RBC Managed Payout Solution-Enhanced Plus F
0.85%