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  • Fund Categories
    Canadian Neutral Balanced
    (Canada)
  • YTD Change-5.83%
  • 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
CanadaTDB3106
TD Canadian Diversified Yield D
4 Stars4 out of 5 Stars
1.19%
+15.44%
CanadaELM306
Empire Life Monthly Income T6
2 Stars2 out of 5 Stars
2.09%
+8.79%
CanadaELM376
Empire Life Monthly Income T6
2 Stars2 out of 5 Stars
2.09%
+8.79%
CanadaELM301
Empire Life Monthly Income A
2 Stars2 out of 5 Stars
2.09%
+8.78%
CanadaELM371
Empire Life Monthly Income A
2 Stars2 out of 5 Stars
2.09%
+8.78%
CanadaCIG2907
CI Canadian Balanced Class Z
4 Stars4 out of 5 Stars
2.16%
+8.77%
CanadaELM308
Empire Life Monthly Income T8
2 Stars2 out of 5 Stars
2.10%
+8.77%
CanadaELM378
Empire Life Monthly Income T8
2 Stars2 out of 5 Stars
2.10%
+8.77%
CanadaCIG630T8
CI Canadian Balanced Corp Cl AT8
2 Stars2 out of 5 Stars
2.41%
+8.63%
CanadaCIG130T5
CI Canadian Balanced Corp Cl AT5
2 Stars2 out of 5 Stars
2.43%
+8.58%
CanadaCIG230T5
CI Canadian Balanced Corp Cl AT5
2 Stars2 out of 5 Stars
2.43%
+8.58%
CanadaCIG685
CI Canadian Balanced Class A
3 Stars3 out of 5 Stars
2.43%
+8.48%
CanadaCIG785
CI Canadian Balanced Class A
3 Stars3 out of 5 Stars
2.43%
+8.48%
CanadaRBF5660
Phillips, Hager & North Monthly Income Fund F
5 Stars5 out of 5 Stars
0.82%
+8.26%
CanadaRBF1660
PH&N Monthly Income D
5 Stars5 out of 5 Stars
1.09%
+7.97%
CanadaMMF3448
Manulife Fundamental Income T
3 Stars3 out of 5 Stars
2.34%
+7.59%
CanadaMMF3548
Manulife Fundamental Income T
3 Stars3 out of 5 Stars
2.34%
+7.59%
CanadaMMF3748
Manulife Fundamental Income T
3 Stars3 out of 5 Stars
2.34%
+7.59%
CanadaMMF13447
Manulife Fundamental Income Fund Series Adv
3 Stars3 out of 5 Stars
2.34%
+7.59%
CanadaMMF3447
Manulife Fundamental Income Adv
3 Stars3 out of 5 Stars
2.34%
+7.59%
CanadaMMF3547
Manulife Fundamental Income Adv
3 Stars3 out of 5 Stars
2.34%
+7.59%
CanadaMMF3747
Manulife Fundamental Income Adv
3 Stars3 out of 5 Stars
2.34%
+7.59%
CanadaTDB399
TD Monthly Income - S
4 Stars4 out of 5 Stars
---
+7.53%
CanadaTDB452
TD Monthly Income - F
4 Stars4 out of 5 Stars
0.83%
+7.45%
CanadaTDB3477
TD Monthly Income Fund FT5-Series
4 Stars4 out of 5 Stars
0.85%
+7.44%
CanadaTML222
Franklin Bissett Cdn Balanced A
2 Stars2 out of 5 Stars
2.24%
+7.25%
CanadaTML322
Franklin Bissett Cdn Balanced A
2 Stars2 out of 5 Stars
2.24%
+7.25%
CanadaTML298
Franklin Bissett Cdn Balanced T
2 Stars2 out of 5 Stars
2.26%
+7.23%
CanadaTML299
Franklin Bissett Cdn Balanced T
2 Stars2 out of 5 Stars
2.26%
+7.23%
CanadaRBF7660
PH&N Monthly Income A
4 Stars4 out of 5 Stars
1.92%
+7.08%
CanadaTDB3085
TD Monthly Income - D
4 Stars4 out of 5 Stars
1.20%
+7.04%
CanadaCCM3423
IA Clarington Strategic Income Fund F
5 Stars5 out of 5 Stars
0.95%
+7.02%
CanadaCGF550
IPC Monthly Income Portfolio Sr A
2 Stars2 out of 5 Stars
2.45%
+7.00%
CanadaCGF553
IPC Monthly Income Portfolio Sr A
2 Stars2 out of 5 Stars
2.45%
+7.00%
CanadaMMF483
Manulife Monthly High Income Adv
4 Stars4 out of 5 Stars
2.01%
+6.98%
CanadaMMF583
Manulife Monthly High Income Adv
4 Stars4 out of 5 Stars
2.01%
+6.98%
CanadaMMF783
Manulife Monthly High Income Adv
4 Stars4 out of 5 Stars
2.01%
+6.98%
CanadaMMF1483
Manulife Monthly High Income B
4 Stars4 out of 5 Stars
2.10%
+6.88%
CanadaMMF1583
Manulife Monthly High Income B
4 Stars4 out of 5 Stars
2.10%
+6.88%
CanadaMMF9583
Manulife Monthly High Income T6
3 Stars3 out of 5 Stars
2.17%
+6.85%
CanadaTDB398
TD Monthly Income - H
4 Stars4 out of 5 Stars
1.47%
+6.81%
CanadaTDB297
TD Monthly Income - T
4 Stars4 out of 5 Stars
1.48%
+6.81%
CanadaTDB395
TD Monthly Income - T
4 Stars4 out of 5 Stars
1.48%
+6.81%
CanadaTDB396
TD Monthly Income - T
4 Stars4 out of 5 Stars
1.48%
+6.81%
CanadaTDB397
TD Monthly Income - T
4 Stars4 out of 5 Stars
1.48%
+6.81%
CanadaTDB113
TD Monthly Income - A
4 Stars4 out of 5 Stars
1.46%
+6.80%
CanadaTDB821
TD Monthly Income - A
4 Stars4 out of 5 Stars
1.46%
+6.80%
CanadaTDB831
TD Monthly Income - A
4 Stars4 out of 5 Stars
1.46%
+6.80%
CanadaTDB841
TD Monthly Income - A
4 Stars4 out of 5 Stars
1.46%
+6.80%
CanadaTDB622
TD Monthly Income - I
4 Stars4 out of 5 Stars
1.48%
+6.76%
CanadaMMF1544
Manulife Cdn Balanced Priv Pool T6
3 Stars3 out of 5 Stars
1.96%
+6.67%
CanadaMMF1987
Manulife Cdn Balanced Priv Pool Adv
3 Stars3 out of 5 Stars
1.97%
+6.65%
CanadaRBF635
RBC Managed Payout Solution-Enhanced Plus F
5 Stars5 out of 5 Stars
0.85%
+5.94%
CanadaRBF1012
RBC Managed Payout Solution-Enhanc Pl D
5 Stars5 out of 5 Stars
1.13%
+5.63%
CanadaMFC4663
Symmetry Balanced Port D
3 Stars3 out of 5 Stars
1.40%
+5.61%
CanadaCCM3428
IA Clarington Strategic Income T8
3 Stars3 out of 5 Stars
2.32%
+5.57%
CanadaCCM420
IA Clarington Strategic Income Y
3 Stars3 out of 5 Stars
2.33%
+5.56%
CanadaCCM421
IA Clarington Strategic Income Y
3 Stars3 out of 5 Stars
2.33%
+5.56%
CanadaCCM3424
IA Clarington Strategic Income T6
3 Stars3 out of 5 Stars
2.33%
+5.55%
CanadaCCM3420
IA Clarington Strategic Income A
3 Stars3 out of 5 Stars
2.36%
+5.51%
CanadaCCM3032
IA Clarington Tactical Income Class T8
2 Stars2 out of 5 Stars
2.35%
+5.37%
CanadaCCM3033
IA Clarington Tactical Income Class T8
2 Stars2 out of 5 Stars
2.35%
+5.37%
CanadaCCM3064
IA Clarington Tactical Income Class A
2 Stars2 out of 5 Stars
2.35%
+5.36%
CanadaCCM3029
IA Clarington Tactical Income Class T6
2 Stars2 out of 5 Stars
2.37%
+5.35%
CanadaCCM3030
IA Clarington Tactical Income Class T6
2 Stars2 out of 5 Stars
2.37%
+5.35%
CanadaMFC4652
Mackenzie Strategic Income D
4 Stars4 out of 5 Stars
1.39%
+5.33%
CanadaBNS578
Scotia Canadian Balanced F
5 Stars5 out of 5 Stars
1.06%
+5.01%
CanadaRBF578
RBC Managed Payout Solution-Enhanc Pl
4 Stars4 out of 5 Stars
1.95%
+4.79%
CanadaMFC4554
Symmetry Balanced Port T8
2 Stars2 out of 5 Stars
2.30%
+4.75%
CanadaMFC4555
Symmetry Balanced Port T8
2 Stars2 out of 5 Stars
2.30%
+4.75%
CanadaMFC4556
Symmetry Balanced Port T8
2 Stars2 out of 5 Stars
2.30%
+4.75%
CanadaMFC4581
Symmetry Balanced Port T5
2 Stars2 out of 5 Stars
2.32%
+4.71%
CanadaMFC4582
Symmetry Balanced Port T5
2 Stars2 out of 5 Stars
2.32%
+4.71%
CanadaMFC4583
Symmetry Balanced Port T5
2 Stars2 out of 5 Stars
2.32%
+4.71%
CanadaMFC3892
Symmetry Balanced Port C
2 Stars2 out of 5 Stars
2.27%
+4.69%
CanadaMFC4264
Symmetry Balanced Port C
2 Stars2 out of 5 Stars
2.27%
+4.69%
CanadaMFC3881
Symmetry Balanced Port B
2 Stars2 out of 5 Stars
2.29%
+4.67%
CanadaMFC4244
Symmetry Balanced Port B
2 Stars2 out of 5 Stars
2.29%
+4.67%
CanadaMFC2905
Symmetry Balanced Port A
2 Stars2 out of 5 Stars
2.30%
+4.67%
CanadaMFC3656
Symmetry Balanced Port A
2 Stars2 out of 5 Stars
2.30%
+4.67%
CanadaMFC4118
Symmetry Balanced Port A
2 Stars2 out of 5 Stars
2.30%
+4.67%
CanadaMFC6305
Mackenzie Strategic Income PWT8
3 Stars3 out of 5 Stars
2.05%
+4.64%
CanadaMFC4527
Mackenzie Strategic Income B
3 Stars3 out of 5 Stars
2.25%
+4.44%
CanadaMFC4528
Mackenzie Strategic Income B
3 Stars3 out of 5 Stars
2.25%
+4.44%
CanadaMFC4529
Mackenzie Strategic Income B
3 Stars3 out of 5 Stars
2.25%
+4.44%
CanadaMFC7125
Mackenzie Strategic Income B
3 Stars3 out of 5 Stars
2.25%
+4.44%
CanadaMFC2238
Mackenzie Strategic Income A
3 Stars3 out of 5 Stars
2.27%
+4.41%
CanadaMFC2239
Mackenzie Strategic Income A
3 Stars3 out of 5 Stars
2.27%
+4.41%
CanadaMFC3232
Mackenzie Strategic Income A
3 Stars3 out of 5 Stars
2.27%
+4.41%
CanadaMFC7123
Mackenzie Strategic Income A
3 Stars3 out of 5 Stars
2.27%
+4.41%
CanadaMFC4524
Mackenzie Strategic Income T8
3 Stars3 out of 5 Stars
2.29%
+4.39%
CanadaMFC4525
Mackenzie Strategic Income T8
3 Stars3 out of 5 Stars
2.29%
+4.39%
CanadaMFC4526
Mackenzie Strategic Income T8
3 Stars3 out of 5 Stars
2.29%
+4.39%
CanadaMFC7127
Mackenzie Strategic Income T8
3 Stars3 out of 5 Stars
2.29%
+4.39%
CanadaIGI1183
IG Mackenzie Strategic Income A
2 Stars2 out of 5 Stars
2.50%
+4.23%
CanadaAIM33997
Invesco Diversified Yield Class Series F8
3 Stars3 out of 5 Stars
0.85%
+4.15%
CanadaAIM33927
Invesco Diversified Yield Class Series F
3 Stars3 out of 5 Stars
0.86%
+4.14%
CanadaFID1751
Fidelity Monthly Income Series F8
4 Stars4 out of 5 Stars
0.91%
+4.14%
CanadaFID669
Fidelity Monthly Income Series F
5 Stars5 out of 5 Stars
0.92%
+4.13%
CanadaFID1750
Fidelity Monthly Income Series F5
4 Stars4 out of 5 Stars
0.92%
+4.13%
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 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.
FUND STRATEGIES - Assets under Mgmt
Show TD Mutual Funds First
Name sortableMER sortable
CanadaCIB239
CIBC Monthly Income Fund F
0.61%
CanadaBMO95148
BMO Monthly Income F
0.69%
CanadaBMO95145
BMO Asset Allocation F
0.70%
CanadaRBF602
RBC Monthly Income Fund F
0.71%
CanadaBNS539
Scotia Diversified Monthly Income Fund Series F
0.77%
CanadaRBF5660
Phillips, Hager & North Monthly Income Fund F
0.82%
CanadaTDB452
TD Monthly Income - F
0.83%
CanadaAIM33997
Invesco Diversified Yield Class Series F8
0.85%
CanadaTDB3477
TD Monthly Income Fund FT5-Series
0.85%
CanadaRBF635
RBC Managed Payout Solution-Enhanced Plus F
0.85%