Search Criteria

Filter search criteria using below inputs

Click on magnifying glass icon to search

Search Criteria - - - Stocks (0)
CompanyCountrySymbol
  • Fund Categories
    Global Equity Balanced
    (Canada)
  • YTD Change-9.58%
  • Avg. MER*0.74%

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.
Y Axis Label
Could not chart data
Not enough data to chart.
X Axis Label
RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaMID800
Middlefield Income Plus Class A
4 Stars4 out of 5 Stars
2.08%
+30.01%
CanadaMID850
Middlefield Income Plus Class A
4 Stars4 out of 5 Stars
2.08%
+30.01%
CanadaAGF333
AGF Global Real Assets Fund
-1 out of 5 Stars
2.80%
+20.53%
CanadaAGF334
AGF Global Real Assets Fund
-1 out of 5 Stars
2.80%
+20.53%
CanadaAGF263
AGF Global Real Assets Class
-1 out of 5 Stars
3.16%
+19.65%
CanadaAGF463
AGF Global Real Assets Class U$
-1 out of 5 Stars
3.16%
+19.65%
CanadaAGF563
AGF Global Real Assets Class U$
-1 out of 5 Stars
3.16%
+19.65%
CanadaAGF963
AGF Global Real Assets Class
-1 out of 5 Stars
3.16%
+19.65%
CanadaAGF645
AGF Global Real Assets Fund Series F
-1 out of 5 Stars
1.47%
+19.52%
CanadaAGF814
AGF Global Real Assets Class Series F
-1 out of 5 Stars
1.57%
+19.25%
CanadaCIG2901
CI Dividend Income & Growth Cl Z
4 Stars4 out of 5 Stars
1.68%
+18.67%
CanadaCIG3901
CI Dividend Income & Growth Cl Z
4 Stars4 out of 5 Stars
1.68%
+18.67%
CanadaCIG610
CI Dividend Income & Growth Cl A
4 Stars4 out of 5 Stars
1.88%
+18.42%
CanadaCIG810
CI Dividend Income & Growth Cl A
4 Stars4 out of 5 Stars
1.88%
+18.42%
CanadaCIG149T5
CI Dividend Income & Growth Corp Cl AT5
4 Stars4 out of 5 Stars
1.87%
+17.93%
CanadaCIG249T5
CI Dividend Income & Growth Corp Cl AT5
4 Stars4 out of 5 Stars
1.87%
+17.93%
CanadaCIG649T8
CI Dividend Income & Growth Corp Cl AT8
4 Stars4 out of 5 Stars
1.89%
+17.92%
CanadaCIG749T8
CI Dividend Income & Growth Corp Cl AT8
4 Stars4 out of 5 Stars
1.89%
+17.92%
CanadaCIG2305
CI Dividend Income & Growth Corp Cl A
4 Stars4 out of 5 Stars
1.89%
+17.91%
CanadaCIG2505
CI Dividend Income & Growth Corp Cl A U$
4 Stars4 out of 5 Stars
1.89%
+17.91%
CanadaCIG3305
CI Dividend Income & Growth Corp Cl A
4 Stars4 out of 5 Stars
1.89%
+17.91%
CanadaCIG3505
CI Dividend Income & Growth Corp Cl A U$
4 Stars4 out of 5 Stars
1.89%
+17.91%
CanadaCIG444
CI Dividend Income & Growth Fund Class F
5 Stars5 out of 5 Stars
1.33%
+12.61%
CanadaCIG4305
CI Dividend Income & Growth Corporate Class F
5 Stars5 out of 5 Stars
1.32%
+12.14%
CanadaCIG4505
CI Dividend Income & Growth Corporate Class F
5 Stars5 out of 5 Stars
1.32%
+12.14%
CanadaNRP1001
NCM Global Income Growth Class Series A
4 Stars4 out of 5 Stars
2.53%
+11.43%
CanadaPTL531
Portland Global Balanced A
2 Stars2 out of 5 Stars
2.32%
+9.18%
CanadaBCM871
Barometer Disciplined Leadership Balanced Fund - Class F
5 Stars5 out of 5 Stars
1.55%
+8.77%
CanadaIGI1559
IG Mackenzie U.S. Dividend Rgstrd A
3 Stars3 out of 5 Stars
2.40%
+8.77%
CanadaIGI1560
IG Mackenzie U.S. Dividend Rgstrd B
3 Stars3 out of 5 Stars
2.40%
+8.76%
CanadaBCM870
Barometer Discp Leadership Bal A
4 Stars4 out of 5 Stars
2.65%
+8.38%
CanadaMFC4661
Symmetry Growth Port D
3 Stars3 out of 5 Stars
1.62%
+7.28%
CanadaIGI1718
IG Managed Risk Port Cl Gr Focus J NL
3 Stars3 out of 5 Stars
2.54%
+6.97%
CanadaIGI1717
IG Managed Risk Port Cl Gr Focus J DSC
3 Stars3 out of 5 Stars
2.54%
+6.97%
CanadaIGI1667
IG Managed Risk Portf Gr Focus B
3 Stars3 out of 5 Stars
2.71%
+6.70%
CanadaMFC4562
Symmetry Growth Port T8
3 Stars3 out of 5 Stars
2.37%
+6.61%
CanadaMFC4563
Symmetry Growth Port T8
3 Stars3 out of 5 Stars
2.37%
+6.61%
CanadaMFC4564
Symmetry Growth Port T8
3 Stars3 out of 5 Stars
2.37%
+6.61%
CanadaMFC3894
Symmetry Growth Port C
3 Stars3 out of 5 Stars
2.42%
+6.42%
CanadaMFC4266
Symmetry Growth Port C
3 Stars3 out of 5 Stars
2.42%
+6.42%
CanadaMFC4589
Symmetry Growth Port T5
3 Stars3 out of 5 Stars
2.53%
+6.39%
CanadaMFC4590
Symmetry Growth Port T5
3 Stars3 out of 5 Stars
2.53%
+6.39%
CanadaMFC4591
Symmetry Growth Port T5
3 Stars3 out of 5 Stars
2.53%
+6.39%
CanadaMFC2891
Symmetry Growth Port A
3 Stars3 out of 5 Stars
2.45%
+6.38%
CanadaMFC3654
Symmetry Growth Port A
3 Stars3 out of 5 Stars
2.45%
+6.38%
CanadaMFC4116
Symmetry Growth Port A
3 Stars3 out of 5 Stars
2.45%
+6.38%
CanadaMFC3884
Symmetry Growth Port B
3 Stars3 out of 5 Stars
2.46%
+6.38%
CanadaMFC4247
Symmetry Growth Port B
3 Stars3 out of 5 Stars
2.46%
+6.38%
CanadaDYN037G
Dynamic Diversified Real Asset Series G
2 Stars2 out of 5 Stars
2.29%
+5.81%
CanadaDYN737G
Dynamic Diversified Real Asset Series G
2 Stars2 out of 5 Stars
2.29%
+5.81%
CanadaDYN1942
Dynamic Diversified Real Asset Series T
2 Stars2 out of 5 Stars
2.34%
+5.75%
CanadaDYN1944
Dynamic Diversified Real Asset Series T
2 Stars2 out of 5 Stars
2.34%
+5.75%
CanadaIGI1651
IG Managed Risk Portfolio Bal A
2 Stars2 out of 5 Stars
2.62%
+5.66%
CanadaDYN037
Dynamic Diversified Real Asset
2 Stars2 out of 5 Stars
2.42%
+5.66%
CanadaDYN737
Dynamic Diversified Real Asset
2 Stars2 out of 5 Stars
2.42%
+5.66%
CanadaIGI1652
IG Managed Risk Portfolio Bal B
2 Stars2 out of 5 Stars
2.62%
+5.66%
CanadaIGI522
IG Mackenzie Global Dividend Fund B
3 Stars3 out of 5 Stars
2.60%
+5.60%
CanadaIGI521
IG Mackenzie Global Dividend Fund A
3 Stars3 out of 5 Stars
2.61%
+5.60%
CanadaIGI1649
IG Managed Risk Portfolio Bal C
2 Stars2 out of 5 Stars
2.81%
+5.47%
CanadaIGI1650
IG Managed Risk Portfolio Bal C
2 Stars2 out of 5 Stars
2.81%
+5.47%
CanadaIGI519
IG Mackenzie Global Dividend Fund C DSC
3 Stars3 out of 5 Stars
2.96%
+5.24%
CanadaTML660
Franklin Quotential Growth Pt A
3 Stars3 out of 5 Stars
2.46%
+5.20%
CanadaTML661
Franklin Quotential Growth Pt A
3 Stars3 out of 5 Stars
2.46%
+5.20%
CanadaTML662
Franklin Quotential Growth Pt A
3 Stars3 out of 5 Stars
2.46%
+5.20%
CanadaTML663
Franklin Quotential Growth Pt A
3 Stars3 out of 5 Stars
2.46%
+5.20%
CanadaTML3053
Franklin Quotential Growth Pt T
2 Stars2 out of 5 Stars
2.51%
+5.17%
CanadaTML3055
Franklin Quotential Growth Pt T
2 Stars2 out of 5 Stars
2.51%
+5.17%
CanadaNRP1000
NCM Global Income Growth Class - Series F
5 Stars5 out of 5 Stars
1.46%
+5.11%
CanadaCIG2602
CI Portfolio Series Growth Cl A
3 Stars3 out of 5 Stars
2.44%
+4.92%
CanadaCIG2702
CI Portfolio Series Growth Cl A U$
3 Stars3 out of 5 Stars
2.44%
+4.92%
CanadaCIG3602
CI Portfolio Series Growth Cl A
3 Stars3 out of 5 Stars
2.44%
+4.92%
CanadaCIG3702
CI Portfolio Series Growth Cl A U$
3 Stars3 out of 5 Stars
2.44%
+4.92%
CanadaBMO31728
BMO Global Monthly Income D
3 Stars3 out of 5 Stars
1.63%
+4.43%
CanadaDYN2476
Dynamic U.S. Monthly Income Fund Series F
4 Stars4 out of 5 Stars
1.04%
+4.43%
CanadaIGI354
IG Core Portfolio Balanced Gr A
3 Stars3 out of 5 Stars
2.68%
+4.41%
CanadaIGI446
IG Core Portfolio Balanced Gr B
3 Stars3 out of 5 Stars
2.68%
+4.40%
CanadaCIF123
Capital Group Capital Income Builder (Canada) - Series F
3 Stars3 out of 5 Stars
0.99%
+4.39%
CanadaIGI643
IG Core Portfolio Class Bal Gr II A
2 Stars2 out of 5 Stars
2.71%
+4.21%
CanadaCIG50245
Sentry U.S. Monthly Income A
4 Stars4 out of 5 Stars
2.25%
+4.09%
CanadaAGF475
AGF Elements Growth Portfolio
2 Stars2 out of 5 Stars
2.45%
+3.77%
CanadaAGF477
AGF Elements Growth Portfolio
2 Stars2 out of 5 Stars
2.45%
+3.77%
CanadaAGF4204
AGF Elements Growth Portfolio Series T
2 Stars2 out of 5 Stars
2.50%
+3.73%
CanadaAGF4304
AGF Elements Growth Portfolio Series T
2 Stars2 out of 5 Stars
2.50%
+3.73%
CanadaCGF430
Counsel Growth Portfolio Sr A
2 Stars2 out of 5 Stars
2.59%
+3.67%
CanadaCGF433
Counsel Growth Portfolio Sr A
2 Stars2 out of 5 Stars
2.59%
+3.67%
CanadaBMO70728
BMO Global Monthly Income A
2 Stars2 out of 5 Stars
2.48%
+3.56%
CanadaDYN2472
Dynamic US Monthly Income Series A
3 Stars3 out of 5 Stars
2.15%
+3.28%
CanadaDYN2474
Dynamic U.S. Monthly Income Fund Series A
3 Stars3 out of 5 Stars
2.15%
+3.28%
CanadaSUN154
Sun Life Granite Growth Portfolio T5
3 Stars3 out of 5 Stars
2.27%
+2.64%
CanadaSUN254
Sun Life Granite Growth Portfolio T5
3 Stars3 out of 5 Stars
2.27%
+2.64%
CanadaSUN5153
Sun Life Granite Growth Class A
3 Stars3 out of 5 Stars
2.27%
+2.64%
CanadaSUN153
Sun Life Granite Growth Portfolio A
3 Stars3 out of 5 Stars
2.30%
+2.62%
CanadaSUN253
Sun Life Granite Growth Portfolio A
3 Stars3 out of 5 Stars
2.30%
+2.62%
CanadaCIG113T5
CI Portfolio Series Balanced Class T5
2 Stars2 out of 5 Stars
2.42%
+2.33%
CanadaCIG7710
CI Portfolio Series Balanced Class A
2 Stars2 out of 5 Stars
2.43%
+2.31%
CanadaCIG7715
CI Portfolio Series Balanced Class A
2 Stars2 out of 5 Stars
2.43%
+2.31%
CanadaCIG613T8
CI Portfolio Series Balanced Class T8
2 Stars2 out of 5 Stars
2.44%
+2.29%
CanadaCIG713T8
CI Portfolio Series Balanced Class T8
2 Stars2 out of 5 Stars
2.44%
+2.29%
CanadaFID2685
Fidelity Growth Class Portfolio Ser F
5 Stars5 out of 5 Stars
1.17%
+2.23%
CanadaFID2605
Fidelity Growth Portfolio Series F
5 Stars5 out of 5 Stars
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.
FUND STRATEGIES - Assets under Mgmt
Show TD Mutual Funds First
Name sortableMER sortable
CanadaTDB2771
TD Retirement Balanced Portfolio S Series
0.00%
CanadaTDB2751
TD Retirement Conservative Portfolio S Series
0.00%
CanadaTDB3123
TD US$ Retirement Portfolio S Series
0.00%
CanadaCIG18174
CI Global Balanced Fund O
0.17%
CanadaCIG18050
CI Portfolio Series Balanced Class O
0.17%
CanadaBMO88492
BMO Growth ETF Portfolio Class F
0.61%
CanadaBMO95704
BMO Growth ETF Portfolio F
0.61%
CanadaBMO36704
BMO Growth ETF Portfolio F6
0.61%
CanadaTDB3178
TD Managed Aggressive Growth ETF D
0.78%
CanadaEDG5801
EdgePoint Glbl Gr & Inc Pt (non-HST)F(N)
0.79%