No Matches were found for

Filter search criteria using below inputs

Click on magnifying glass icon to search

Company | Country | Symbol |
---|

- Fund CategoriesCanadian Neutral Balanced(Canada)
- YTD Change-5.83%
- Avg. MER*0.50%

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

Could not chart data

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 | |

TD Canadian Diversified Yield D | 4 out of 5 Stars | 1.19% | +15.44% | |

Empire Life Monthly Income T6 | 2 out of 5 Stars | 2.09% | +8.79% | |

Empire Life Monthly Income T6 | 2 out of 5 Stars | 2.09% | +8.79% | |

Empire Life Monthly Income A | 2 out of 5 Stars | 2.09% | +8.78% | |

Empire Life Monthly Income A | 2 out of 5 Stars | 2.09% | +8.78% | |

CI Canadian Balanced Class Z | 4 out of 5 Stars | 2.16% | +8.77% | |

Empire Life Monthly Income T8 | 2 out of 5 Stars | 2.10% | +8.77% | |

Empire Life Monthly Income T8 | 2 out of 5 Stars | 2.10% | +8.77% | |

CI Canadian Balanced Corp Cl AT8 | 2 out of 5 Stars | 2.41% | +8.63% | |

CI Canadian Balanced Corp Cl AT5 | 2 out of 5 Stars | 2.43% | +8.58% | |

CI Canadian Balanced Corp Cl AT5 | 2 out of 5 Stars | 2.43% | +8.58% | |

CI Canadian Balanced Class A | 3 out of 5 Stars | 2.43% | +8.48% | |

CI Canadian Balanced Class A | 3 out of 5 Stars | 2.43% | +8.48% | |

Phillips, Hager & North Monthly Income Fund F | 5 out of 5 Stars | 0.82% | +8.26% | |

PH&N Monthly Income D | 5 out of 5 Stars | 1.09% | +7.97% | |

Manulife Fundamental Income T | 3 out of 5 Stars | 2.34% | +7.59% | |

Manulife Fundamental Income T | 3 out of 5 Stars | 2.34% | +7.59% | |

Manulife Fundamental Income T | 3 out of 5 Stars | 2.34% | +7.59% | |

Manulife Fundamental Income Fund Series Adv | 3 out of 5 Stars | 2.34% | +7.59% | |

Manulife Fundamental Income Adv | 3 out of 5 Stars | 2.34% | +7.59% | |

Manulife Fundamental Income Adv | 3 out of 5 Stars | 2.34% | +7.59% | |

Manulife Fundamental Income Adv | 3 out of 5 Stars | 2.34% | +7.59% | |

TD Monthly Income - S | 4 out of 5 Stars | --- | +7.53% | |

TD Monthly Income - F | 4 out of 5 Stars | 0.83% | +7.45% | |

TD Monthly Income Fund FT5-Series | 4 out of 5 Stars | 0.85% | +7.44% | |

Franklin Bissett Cdn Balanced A | 2 out of 5 Stars | 2.24% | +7.25% | |

Franklin Bissett Cdn Balanced A | 2 out of 5 Stars | 2.24% | +7.25% | |

Franklin Bissett Cdn Balanced T | 2 out of 5 Stars | 2.26% | +7.23% | |

Franklin Bissett Cdn Balanced T | 2 out of 5 Stars | 2.26% | +7.23% | |

PH&N Monthly Income A | 4 out of 5 Stars | 1.92% | +7.08% | |

TD Monthly Income - D | 4 out of 5 Stars | 1.20% | +7.04% | |

IA Clarington Strategic Income Fund F | 5 out of 5 Stars | 0.95% | +7.02% | |

IPC Monthly Income Portfolio Sr A | 2 out of 5 Stars | 2.45% | +7.00% | |

IPC Monthly Income Portfolio Sr A | 2 out of 5 Stars | 2.45% | +7.00% | |

Manulife Monthly High Income Adv | 4 out of 5 Stars | 2.01% | +6.98% | |

Manulife Monthly High Income Adv | 4 out of 5 Stars | 2.01% | +6.98% | |

Manulife Monthly High Income Adv | 4 out of 5 Stars | 2.01% | +6.98% | |

Manulife Monthly High Income B | 4 out of 5 Stars | 2.10% | +6.88% | |

Manulife Monthly High Income B | 4 out of 5 Stars | 2.10% | +6.88% | |

Manulife Monthly High Income T6 | 3 out of 5 Stars | 2.17% | +6.85% | |

TD Monthly Income - H | 4 out of 5 Stars | 1.47% | +6.81% | |

TD Monthly Income - T | 4 out of 5 Stars | 1.48% | +6.81% | |

TD Monthly Income - T | 4 out of 5 Stars | 1.48% | +6.81% | |

TD Monthly Income - T | 4 out of 5 Stars | 1.48% | +6.81% | |

TD Monthly Income - T | 4 out of 5 Stars | 1.48% | +6.81% | |

TD Monthly Income - A | 4 out of 5 Stars | 1.46% | +6.80% | |

TD Monthly Income - A | 4 out of 5 Stars | 1.46% | +6.80% | |

TD Monthly Income - A | 4 out of 5 Stars | 1.46% | +6.80% | |

TD Monthly Income - A | 4 out of 5 Stars | 1.46% | +6.80% | |

TD Monthly Income - I | 4 out of 5 Stars | 1.48% | +6.76% | |

Manulife Cdn Balanced Priv Pool T6 | 3 out of 5 Stars | 1.96% | +6.67% | |

Manulife Cdn Balanced Priv Pool Adv | 3 out of 5 Stars | 1.97% | +6.65% | |

RBC Managed Payout Solution-Enhanced Plus F | 5 out of 5 Stars | 0.85% | +5.94% | |

RBC Managed Payout Solution-Enhanc Pl D | 5 out of 5 Stars | 1.13% | +5.63% | |

Symmetry Balanced Port D | 3 out of 5 Stars | 1.40% | +5.61% | |

IA Clarington Strategic Income T8 | 3 out of 5 Stars | 2.32% | +5.57% | |

IA Clarington Strategic Income Y | 3 out of 5 Stars | 2.33% | +5.56% | |

IA Clarington Strategic Income Y | 3 out of 5 Stars | 2.33% | +5.56% | |

IA Clarington Strategic Income T6 | 3 out of 5 Stars | 2.33% | +5.55% | |

IA Clarington Strategic Income A | 3 out of 5 Stars | 2.36% | +5.51% | |

IA Clarington Tactical Income Class T8 | 2 out of 5 Stars | 2.35% | +5.37% | |

IA Clarington Tactical Income Class T8 | 2 out of 5 Stars | 2.35% | +5.37% | |

IA Clarington Tactical Income Class A | 2 out of 5 Stars | 2.35% | +5.36% | |

IA Clarington Tactical Income Class T6 | 2 out of 5 Stars | 2.37% | +5.35% | |

IA Clarington Tactical Income Class T6 | 2 out of 5 Stars | 2.37% | +5.35% | |

Mackenzie Strategic Income D | 4 out of 5 Stars | 1.39% | +5.33% | |

Scotia Canadian Balanced F | 5 out of 5 Stars | 1.06% | +5.01% | |

RBC Managed Payout Solution-Enhanc Pl | 4 out of 5 Stars | 1.95% | +4.79% | |

Symmetry Balanced Port T8 | 2 out of 5 Stars | 2.30% | +4.75% | |

Symmetry Balanced Port T8 | 2 out of 5 Stars | 2.30% | +4.75% | |

Symmetry Balanced Port T8 | 2 out of 5 Stars | 2.30% | +4.75% | |

Symmetry Balanced Port T5 | 2 out of 5 Stars | 2.32% | +4.71% | |

Symmetry Balanced Port T5 | 2 out of 5 Stars | 2.32% | +4.71% | |

Symmetry Balanced Port T5 | 2 out of 5 Stars | 2.32% | +4.71% | |

Symmetry Balanced Port C | 2 out of 5 Stars | 2.27% | +4.69% | |

Symmetry Balanced Port C | 2 out of 5 Stars | 2.27% | +4.69% | |

Symmetry Balanced Port B | 2 out of 5 Stars | 2.29% | +4.67% | |

Symmetry Balanced Port B | 2 out of 5 Stars | 2.29% | +4.67% | |

Symmetry Balanced Port A | 2 out of 5 Stars | 2.30% | +4.67% | |

Symmetry Balanced Port A | 2 out of 5 Stars | 2.30% | +4.67% | |

Symmetry Balanced Port A | 2 out of 5 Stars | 2.30% | +4.67% | |

Mackenzie Strategic Income PWT8 | 3 out of 5 Stars | 2.05% | +4.64% | |

Mackenzie Strategic Income B | 3 out of 5 Stars | 2.25% | +4.44% | |

Mackenzie Strategic Income B | 3 out of 5 Stars | 2.25% | +4.44% | |

Mackenzie Strategic Income B | 3 out of 5 Stars | 2.25% | +4.44% | |

Mackenzie Strategic Income B | 3 out of 5 Stars | 2.25% | +4.44% | |

Mackenzie Strategic Income A | 3 out of 5 Stars | 2.27% | +4.41% | |

Mackenzie Strategic Income A | 3 out of 5 Stars | 2.27% | +4.41% | |

Mackenzie Strategic Income A | 3 out of 5 Stars | 2.27% | +4.41% | |

Mackenzie Strategic Income A | 3 out of 5 Stars | 2.27% | +4.41% | |

Mackenzie Strategic Income T8 | 3 out of 5 Stars | 2.29% | +4.39% | |

Mackenzie Strategic Income T8 | 3 out of 5 Stars | 2.29% | +4.39% | |

Mackenzie Strategic Income T8 | 3 out of 5 Stars | 2.29% | +4.39% | |

Mackenzie Strategic Income T8 | 3 out of 5 Stars | 2.29% | +4.39% | |

IG Mackenzie Strategic Income A | 2 out of 5 Stars | 2.50% | +4.23% | |

Invesco Diversified Yield Class Series F8 | 3 out of 5 Stars | 0.85% | +4.15% | |

Invesco Diversified Yield Class Series F | 3 out of 5 Stars | 0.86% | +4.14% | |

Fidelity Monthly Income Series F8 | 4 out of 5 Stars | 0.91% | +4.14% | |

Fidelity Monthly Income Series F | 5 out of 5 Stars | 0.92% | +4.13% | |

Fidelity Monthly Income Series F5 | 4 out of 5 Stars | 0.92% | +4.13% | |

Show TD Mutual Funds First | Select All | Go |

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.

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 | |

CIBC Monthly Income Fund F | 0.61% | |

BMO Monthly Income F | 0.69% | |

BMO Asset Allocation F | 0.70% | |

RBC Monthly Income Fund F | 0.71% | |

Scotia Diversified Monthly Income Fund Series F | 0.77% | |

Phillips, Hager & North Monthly Income Fund F | 0.82% | |

TD Monthly Income - F | 0.83% | |

Invesco Diversified Yield Class Series F8 | 0.85% | |

TD Monthly Income Fund FT5-Series | 0.85% | |

RBC Managed Payout Solution-Enhanced Plus F | 0.85% |