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Company | Country | Symbol |
---|

- Fund CategoriesGlobal Equity Balanced(Canada)
- YTD Change-9.58%
- Avg. MER*0.74%

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

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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 | |

Middlefield Income Plus Class A | 4 out of 5 Stars | 2.08% | +30.01% | |

Middlefield Income Plus Class A | 4 out of 5 Stars | 2.08% | +30.01% | |

AGF Global Real Assets Fund | -1 out of 5 Stars | 2.80% | +20.53% | |

AGF Global Real Assets Fund | -1 out of 5 Stars | 2.80% | +20.53% | |

AGF Global Real Assets Class | -1 out of 5 Stars | 3.16% | +19.65% | |

AGF Global Real Assets Class U$ | -1 out of 5 Stars | 3.16% | +19.65% | |

AGF Global Real Assets Class U$ | -1 out of 5 Stars | 3.16% | +19.65% | |

AGF Global Real Assets Class | -1 out of 5 Stars | 3.16% | +19.65% | |

AGF Global Real Assets Fund Series F | -1 out of 5 Stars | 1.47% | +19.52% | |

AGF Global Real Assets Class Series F | -1 out of 5 Stars | 1.57% | +19.25% | |

CI Dividend Income & Growth Cl Z | 4 out of 5 Stars | 1.68% | +18.67% | |

CI Dividend Income & Growth Cl Z | 4 out of 5 Stars | 1.68% | +18.67% | |

CI Dividend Income & Growth Cl A | 4 out of 5 Stars | 1.88% | +18.42% | |

CI Dividend Income & Growth Cl A | 4 out of 5 Stars | 1.88% | +18.42% | |

CI Dividend Income & Growth Corp Cl AT5 | 4 out of 5 Stars | 1.87% | +17.93% | |

CI Dividend Income & Growth Corp Cl AT5 | 4 out of 5 Stars | 1.87% | +17.93% | |

CI Dividend Income & Growth Corp Cl AT8 | 4 out of 5 Stars | 1.89% | +17.92% | |

CI Dividend Income & Growth Corp Cl AT8 | 4 out of 5 Stars | 1.89% | +17.92% | |

CI Dividend Income & Growth Corp Cl A | 4 out of 5 Stars | 1.89% | +17.91% | |

CI Dividend Income & Growth Corp Cl A U$ | 4 out of 5 Stars | 1.89% | +17.91% | |

CI Dividend Income & Growth Corp Cl A | 4 out of 5 Stars | 1.89% | +17.91% | |

CI Dividend Income & Growth Corp Cl A U$ | 4 out of 5 Stars | 1.89% | +17.91% | |

CI Dividend Income & Growth Fund Class F | 5 out of 5 Stars | 1.33% | +12.61% | |

CI Dividend Income & Growth Corporate Class F | 5 out of 5 Stars | 1.32% | +12.14% | |

CI Dividend Income & Growth Corporate Class F | 5 out of 5 Stars | 1.32% | +12.14% | |

NCM Global Income Growth Class Series A | 4 out of 5 Stars | 2.53% | +11.43% | |

Portland Global Balanced A | 2 out of 5 Stars | 2.32% | +9.18% | |

Barometer Disciplined Leadership Balanced Fund - Class F | 5 out of 5 Stars | 1.55% | +8.77% | |

IG Mackenzie U.S. Dividend Rgstrd A | 3 out of 5 Stars | 2.40% | +8.77% | |

IG Mackenzie U.S. Dividend Rgstrd B | 3 out of 5 Stars | 2.40% | +8.76% | |

Barometer Discp Leadership Bal A | 4 out of 5 Stars | 2.65% | +8.38% | |

Symmetry Growth Port D | 3 out of 5 Stars | 1.62% | +7.28% | |

IG Managed Risk Port Cl Gr Focus J NL | 3 out of 5 Stars | 2.54% | +6.97% | |

IG Managed Risk Port Cl Gr Focus J DSC | 3 out of 5 Stars | 2.54% | +6.97% | |

IG Managed Risk Portf Gr Focus B | 3 out of 5 Stars | 2.71% | +6.70% | |

Symmetry Growth Port T8 | 3 out of 5 Stars | 2.37% | +6.61% | |

Symmetry Growth Port T8 | 3 out of 5 Stars | 2.37% | +6.61% | |

Symmetry Growth Port T8 | 3 out of 5 Stars | 2.37% | +6.61% | |

Symmetry Growth Port C | 3 out of 5 Stars | 2.42% | +6.42% | |

Symmetry Growth Port C | 3 out of 5 Stars | 2.42% | +6.42% | |

Symmetry Growth Port T5 | 3 out of 5 Stars | 2.53% | +6.39% | |

Symmetry Growth Port T5 | 3 out of 5 Stars | 2.53% | +6.39% | |

Symmetry Growth Port T5 | 3 out of 5 Stars | 2.53% | +6.39% | |

Symmetry Growth Port A | 3 out of 5 Stars | 2.45% | +6.38% | |

Symmetry Growth Port A | 3 out of 5 Stars | 2.45% | +6.38% | |

Symmetry Growth Port A | 3 out of 5 Stars | 2.45% | +6.38% | |

Symmetry Growth Port B | 3 out of 5 Stars | 2.46% | +6.38% | |

Symmetry Growth Port B | 3 out of 5 Stars | 2.46% | +6.38% | |

Dynamic Diversified Real Asset Series G | 2 out of 5 Stars | 2.29% | +5.81% | |

Dynamic Diversified Real Asset Series G | 2 out of 5 Stars | 2.29% | +5.81% | |

Dynamic Diversified Real Asset Series T | 2 out of 5 Stars | 2.34% | +5.75% | |

Dynamic Diversified Real Asset Series T | 2 out of 5 Stars | 2.34% | +5.75% | |

IG Managed Risk Portfolio Bal A | 2 out of 5 Stars | 2.62% | +5.66% | |

Dynamic Diversified Real Asset | 2 out of 5 Stars | 2.42% | +5.66% | |

Dynamic Diversified Real Asset | 2 out of 5 Stars | 2.42% | +5.66% | |

IG Managed Risk Portfolio Bal B | 2 out of 5 Stars | 2.62% | +5.66% | |

IG Mackenzie Global Dividend Fund B | 3 out of 5 Stars | 2.60% | +5.60% | |

IG Mackenzie Global Dividend Fund A | 3 out of 5 Stars | 2.61% | +5.60% | |

IG Managed Risk Portfolio Bal C | 2 out of 5 Stars | 2.81% | +5.47% | |

IG Managed Risk Portfolio Bal C | 2 out of 5 Stars | 2.81% | +5.47% | |

IG Mackenzie Global Dividend Fund C DSC | 3 out of 5 Stars | 2.96% | +5.24% | |

Franklin Quotential Growth Pt A | 3 out of 5 Stars | 2.46% | +5.20% | |

Franklin Quotential Growth Pt A | 3 out of 5 Stars | 2.46% | +5.20% | |

Franklin Quotential Growth Pt A | 3 out of 5 Stars | 2.46% | +5.20% | |

Franklin Quotential Growth Pt A | 3 out of 5 Stars | 2.46% | +5.20% | |

Franklin Quotential Growth Pt T | 2 out of 5 Stars | 2.51% | +5.17% | |

Franklin Quotential Growth Pt T | 2 out of 5 Stars | 2.51% | +5.17% | |

NCM Global Income Growth Class - Series F | 5 out of 5 Stars | 1.46% | +5.11% | |

CI Portfolio Series Growth Cl A | 3 out of 5 Stars | 2.44% | +4.92% | |

CI Portfolio Series Growth Cl A U$ | 3 out of 5 Stars | 2.44% | +4.92% | |

CI Portfolio Series Growth Cl A | 3 out of 5 Stars | 2.44% | +4.92% | |

CI Portfolio Series Growth Cl A U$ | 3 out of 5 Stars | 2.44% | +4.92% | |

BMO Global Monthly Income D | 3 out of 5 Stars | 1.63% | +4.43% | |

Dynamic U.S. Monthly Income Fund Series F | 4 out of 5 Stars | 1.04% | +4.43% | |

IG Core Portfolio Balanced Gr A | 3 out of 5 Stars | 2.68% | +4.41% | |

IG Core Portfolio Balanced Gr B | 3 out of 5 Stars | 2.68% | +4.40% | |

Capital Group Capital Income Builder (Canada) - Series F | 3 out of 5 Stars | 0.99% | +4.39% | |

IG Core Portfolio Class Bal Gr II A | 2 out of 5 Stars | 2.71% | +4.21% | |

Sentry U.S. Monthly Income A | 4 out of 5 Stars | 2.25% | +4.09% | |

AGF Elements Growth Portfolio | 2 out of 5 Stars | 2.45% | +3.77% | |

AGF Elements Growth Portfolio | 2 out of 5 Stars | 2.45% | +3.77% | |

AGF Elements Growth Portfolio Series T | 2 out of 5 Stars | 2.50% | +3.73% | |

AGF Elements Growth Portfolio Series T | 2 out of 5 Stars | 2.50% | +3.73% | |

Counsel Growth Portfolio Sr A | 2 out of 5 Stars | 2.59% | +3.67% | |

Counsel Growth Portfolio Sr A | 2 out of 5 Stars | 2.59% | +3.67% | |

BMO Global Monthly Income A | 2 out of 5 Stars | 2.48% | +3.56% | |

Dynamic US Monthly Income Series A | 3 out of 5 Stars | 2.15% | +3.28% | |

Dynamic U.S. Monthly Income Fund Series A | 3 out of 5 Stars | 2.15% | +3.28% | |

Sun Life Granite Growth Portfolio T5 | 3 out of 5 Stars | 2.27% | +2.64% | |

Sun Life Granite Growth Portfolio T5 | 3 out of 5 Stars | 2.27% | +2.64% | |

Sun Life Granite Growth Class A | 3 out of 5 Stars | 2.27% | +2.64% | |

Sun Life Granite Growth Portfolio A | 3 out of 5 Stars | 2.30% | +2.62% | |

Sun Life Granite Growth Portfolio A | 3 out of 5 Stars | 2.30% | +2.62% | |

CI Portfolio Series Balanced Class T5 | 2 out of 5 Stars | 2.42% | +2.33% | |

CI Portfolio Series Balanced Class A | 2 out of 5 Stars | 2.43% | +2.31% | |

CI Portfolio Series Balanced Class A | 2 out of 5 Stars | 2.43% | +2.31% | |

CI Portfolio Series Balanced Class T8 | 2 out of 5 Stars | 2.44% | +2.29% | |

CI Portfolio Series Balanced Class T8 | 2 out of 5 Stars | 2.44% | +2.29% | |

Fidelity Growth Class Portfolio Ser F | 5 out of 5 Stars | 1.17% | +2.23% | |

Fidelity Growth Portfolio Series F | 5 out of 5 Stars | 1.15% | +2.20% | |

Show TD Mutual Funds First | Select All | Go |

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.

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 | |

TD Retirement Balanced Portfolio S Series | 0.00% | |

TD Retirement Conservative Portfolio S Series | 0.00% | |

TD US$ Retirement Portfolio S Series | 0.00% | |

CI Global Balanced Fund O | 0.17% | |

CI Portfolio Series Balanced Class O | 0.17% | |

BMO Growth ETF Portfolio Class F | 0.61% | |

BMO Growth ETF Portfolio F | 0.61% | |

BMO Growth ETF Portfolio F6 | 0.61% | |

TD Managed Aggressive Growth ETF D | 0.78% | |

EdgePoint Glbl Gr & Inc Pt (non-HST)F(N) | 0.79% |