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CompanyCountrySymbol
  • Fund Categories
    Global Equity Balanced
    (Canada)
  • YTD Change-9.58%
  • Avg. MER*0.74%

RISK RETURN ANALYSIS & FUND DETAILS

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Show TD Mutual Funds FirstSelect AllGo
NameMorningstarMER1 Year Return
MID800
Middlefield Income Plus Class A
2.08%
+30.01%
MID850
Middlefield Income Plus Class A
2.08%
+30.01%
AGF333
AGF Global Real Assets Fund
2.80%
+20.53%
AGF334
AGF Global Real Assets Fund
2.80%
+20.53%
AGF263
AGF Global Real Assets Class
3.16%
+19.65%
AGF463
AGF Global Real Assets Class U$
3.16%
+19.65%
AGF563
AGF Global Real Assets Class U$
3.16%
+19.65%
AGF963
AGF Global Real Assets Class
3.16%
+19.65%
AGF645
AGF Global Real Assets Fund Series F
1.47%
+19.52%
AGF814
AGF Global Real Assets Class Series F
1.57%
+19.25%
CIG2901
CI Dividend Income & Growth Cl Z
1.68%
+18.67%
CIG3901
CI Dividend Income & Growth Cl Z
1.68%
+18.67%
CIG610
CI Dividend Income & Growth Cl A
1.88%
+18.42%
CIG810
CI Dividend Income & Growth Cl A
1.88%
+18.42%
CIG149T5
CI Dividend Income & Growth Corp Cl AT5
1.87%
+17.93%
CIG249T5
CI Dividend Income & Growth Corp Cl AT5
1.87%
+17.93%
CIG649T8
CI Dividend Income & Growth Corp Cl AT8
1.89%
+17.92%
CIG749T8
CI Dividend Income & Growth Corp Cl AT8
1.89%
+17.92%
CIG2305
CI Dividend Income & Growth Corp Cl A
1.89%
+17.91%
CIG2505
CI Dividend Income & Growth Corp Cl A U$
1.89%
+17.91%
CIG3305
CI Dividend Income & Growth Corp Cl A
1.89%
+17.91%
CIG3505
CI Dividend Income & Growth Corp Cl A U$
1.89%
+17.91%
CIG444
CI Dividend Income & Growth Fund Class F
1.33%
+12.61%
CIG4305
CI Dividend Income & Growth Corporate Class F
1.32%
+12.14%
CIG4505
CI Dividend Income & Growth Corporate Class F
1.32%
+12.14%
NRP1001
NCM Global Income Growth Class Series A
2.53%
+11.43%
PTL531
Portland Global Balanced A
2.32%
+9.18%
BCM871
Barometer Disciplined Leadership Balanced Fund - Class F
1.55%
+8.77%
IGI1559
IG Mackenzie U.S. Dividend Rgstrd A
2.40%
+8.77%
IGI1560
IG Mackenzie U.S. Dividend Rgstrd B
2.40%
+8.76%
BCM870
Barometer Discp Leadership Bal A
2.65%
+8.38%
MFC4661
Symmetry Growth Port D
1.62%
+7.28%
IGI1718
IG Managed Risk Port Cl Gr Focus J NL
2.54%
+6.97%
IGI1717
IG Managed Risk Port Cl Gr Focus J DSC
2.54%
+6.97%
IGI1667
IG Managed Risk Portf Gr Focus B
2.71%
+6.70%
MFC4562
Symmetry Growth Port T8
2.37%
+6.61%
MFC4563
Symmetry Growth Port T8
2.37%
+6.61%
MFC4564
Symmetry Growth Port T8
2.37%
+6.61%
MFC3894
Symmetry Growth Port C
2.42%
+6.42%
MFC4266
Symmetry Growth Port C
2.42%
+6.42%
MFC4589
Symmetry Growth Port T5
2.53%
+6.39%
MFC4590
Symmetry Growth Port T5
2.53%
+6.39%
MFC4591
Symmetry Growth Port T5
2.53%
+6.39%
MFC2891
Symmetry Growth Port A
2.45%
+6.38%
MFC3654
Symmetry Growth Port A
2.45%
+6.38%
MFC4116
Symmetry Growth Port A
2.45%
+6.38%
MFC3884
Symmetry Growth Port B
2.46%
+6.38%
MFC4247
Symmetry Growth Port B
2.46%
+6.38%
DYN037G
Dynamic Diversified Real Asset Series G
2.29%
+5.81%
DYN737G
Dynamic Diversified Real Asset Series G
2.29%
+5.81%
DYN1942
Dynamic Diversified Real Asset Series T
2.34%
+5.75%
DYN1944
Dynamic Diversified Real Asset Series T
2.34%
+5.75%
IGI1651
IG Managed Risk Portfolio Bal A
2.62%
+5.66%
DYN037
Dynamic Diversified Real Asset
2.42%
+5.66%
DYN737
Dynamic Diversified Real Asset
2.42%
+5.66%
IGI1652
IG Managed Risk Portfolio Bal B
2.62%
+5.66%
IGI522
IG Mackenzie Global Dividend Fund B
2.60%
+5.60%
IGI521
IG Mackenzie Global Dividend Fund A
2.61%
+5.60%
IGI1649
IG Managed Risk Portfolio Bal C
2.81%
+5.47%
IGI1650
IG Managed Risk Portfolio Bal C
2.81%
+5.47%
IGI519
IG Mackenzie Global Dividend Fund C DSC
2.96%
+5.24%
TML660
Franklin Quotential Growth Pt A
2.46%
+5.20%
TML661
Franklin Quotential Growth Pt A
2.46%
+5.20%
TML662
Franklin Quotential Growth Pt A
2.46%
+5.20%
TML663
Franklin Quotential Growth Pt A
2.46%
+5.20%
TML3053
Franklin Quotential Growth Pt T
2.51%
+5.17%
TML3055
Franklin Quotential Growth Pt T
2.51%
+5.17%
NRP1000
NCM Global Income Growth Class - Series F
1.46%
+5.11%
CIG2602
CI Portfolio Series Growth Cl A
2.44%
+4.92%
CIG2702
CI Portfolio Series Growth Cl A U$
2.44%
+4.92%
CIG3602
CI Portfolio Series Growth Cl A
2.44%
+4.92%
CIG3702
CI Portfolio Series Growth Cl A U$
2.44%
+4.92%
BMO31728
BMO Global Monthly Income D
1.63%
+4.43%
DYN2476
Dynamic U.S. Monthly Income Fund Series F
1.04%
+4.43%
IGI354
IG Core Portfolio Balanced Gr A
2.68%
+4.41%
IGI446
IG Core Portfolio Balanced Gr B
2.68%
+4.40%
CIF123
Capital Group Capital Income Builder (Canada) - Series F
0.99%
+4.39%
IGI643
IG Core Portfolio Class Bal Gr II A
2.71%
+4.21%
CIG50245
Sentry U.S. Monthly Income A
2.25%
+4.09%
AGF475
AGF Elements Growth Portfolio
2.45%
+3.77%
AGF477
AGF Elements Growth Portfolio
2.45%
+3.77%
AGF4204
AGF Elements Growth Portfolio Series T
2.50%
+3.73%
AGF4304
AGF Elements Growth Portfolio Series T
2.50%
+3.73%
CGF430
Counsel Growth Portfolio Sr A
2.59%
+3.67%
CGF433
Counsel Growth Portfolio Sr A
2.59%
+3.67%
BMO70728
BMO Global Monthly Income A
2.48%
+3.56%
DYN2472
Dynamic US Monthly Income Series A
2.15%
+3.28%
DYN2474
Dynamic U.S. Monthly Income Fund Series A
2.15%
+3.28%
SUN154
Sun Life Granite Growth Portfolio T5
2.27%
+2.64%
SUN254
Sun Life Granite Growth Portfolio T5
2.27%
+2.64%
SUN5153
Sun Life Granite Growth Class A
2.27%
+2.64%
SUN153
Sun Life Granite Growth Portfolio A
2.30%
+2.62%
SUN253
Sun Life Granite Growth Portfolio A
2.30%
+2.62%
CIG113T5
CI Portfolio Series Balanced Class T5
2.42%
+2.33%
CIG7710
CI Portfolio Series Balanced Class A
2.43%
+2.31%
CIG7715
CI Portfolio Series Balanced Class A
2.43%
+2.31%
CIG613T8
CI Portfolio Series Balanced Class T8
2.44%
+2.29%
CIG713T8
CI Portfolio Series Balanced Class T8
2.44%
+2.29%
FID2685
Fidelity Growth Class Portfolio Ser F
1.17%
+2.23%
FID2605
Fidelity Growth Portfolio Series F
1.15%
+2.20%
Show TD Mutual Funds FirstSelect AllGo

Global Equity Balanced

Funds in the Global Equity Balanced category must invest less than 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 60% but less than 90% 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
TDB2771
TD Retirement Balanced Portfolio S Series
0.00%
TDB2751
TD Retirement Conservative Portfolio S Series
0.00%
TDB3123
TD US$ Retirement Portfolio S Series
0.00%
CIG18174
CI Global Balanced Fund O
0.17%
CIG18050
CI Portfolio Series Balanced Class O
0.17%
BMO88492
BMO Growth ETF Portfolio Class F
0.61%
BMO95704
BMO Growth ETF Portfolio F
0.61%
BMO36704
BMO Growth ETF Portfolio F6
0.61%
TDB3178
TD Managed Aggressive Growth ETF D
0.78%
EDG5801
EdgePoint Glbl Gr & Inc Pt (non-HST)F(N)
0.79%