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  • Fund Categories
    Global Fixed Income Balanced
    (Canada)
  • YTD Change-8.49%
  • Avg. MER*0.15%

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
CanadaCHO400
Chou Bond
5 Stars5 out of 5 Stars
1.37%
+24.20%
CanadaCHO408
Chou Bond U$
5 Stars5 out of 5 Stars
1.37%
+24.20%
CanadaCHO404
Chou Bond Class F
5 Stars5 out of 5 Stars
1.18%
+22.75%
CanadaMFC4791
Mackenzie Mthly Inc Cnsrv Port D
4 Stars4 out of 5 Stars
1.15%
+0.95%
CanadaCIG2339
CI Income Class A
2 Stars2 out of 5 Stars
1.86%
+0.79%
CanadaCIG3339
CI Income Class A
2 Stars2 out of 5 Stars
1.86%
+0.79%
CanadaCIG7740
CI Portfolio Series Income Cl A
3 Stars3 out of 5 Stars
2.01%
+0.59%
CanadaCIG7745
CI Portfolio Series Income Cl A
3 Stars3 out of 5 Stars
2.01%
+0.59%
CanadaMFC4788
Mackenzie Mthly Inc Cnsrv Port A
3 Stars3 out of 5 Stars
1.76%
+0.33%
CanadaMFC4795
Mackenzie Mthly Inc Cnsrv Port T8
3 Stars3 out of 5 Stars
1.76%
+0.33%
CanadaCIG609T8
CI Select Income Managed Corp Class AT8
2 Stars2 out of 5 Stars
2.05%
+0.30%
CanadaTML690
Franklin Quotential Bal Income Port T
3 Stars3 out of 5 Stars
2.15%
+0.05%
CanadaTML691
Franklin Quotential Bal Income Port T
3 Stars3 out of 5 Stars
2.15%
+0.05%
CanadaTML656
Franklin Quotential Bal Income Port A
3 Stars3 out of 5 Stars
2.16%
+0.04%
CanadaTML657
Franklin Quotential Bal Income Port A
3 Stars3 out of 5 Stars
2.16%
+0.04%
CanadaCGF410
Counsel Conservative Portfolio Sr A
3 Stars3 out of 5 Stars
2.40%
-0.05%
CanadaCGF413
Counsel Conservative Portfolio Sr A
3 Stars3 out of 5 Stars
2.40%
-0.05%
CanadaIGI351
IG Core Portfolio Income Focus A
3 Stars3 out of 5 Stars
2.41%
-0.27%
CanadaIGI160
IG Core Portfolio Income Focus C
3 Stars3 out of 5 Stars
2.49%
-0.35%
CanadaFID2601
Fidelity Income Portfolio Series F
5 Stars5 out of 5 Stars
1.01%
-0.53%
CanadaFID2621
Fidelity Income Portfolio Series F5
5 Stars5 out of 5 Stars
1.02%
-0.54%
CanadaFID2681
Fidelity Income Class Portfolio Ser F
5 Stars5 out of 5 Stars
1.01%
-0.55%
CanadaFID3611
Fidelity Income Class Port Series F8
5 Stars5 out of 5 Stars
1.01%
-0.55%
CanadaFID3621
Fidelity Income Class Port Series F5
5 Stars5 out of 5 Stars
1.02%
-0.56%
CanadaAGF1409
AGF Elements Yield Portfolio Series W
5 Stars5 out of 5 Stars
0.05%
-1.01%
CanadaNWT014
NEI Select Income & Growth RS A
3 Stars3 out of 5 Stars
2.05%
-1.11%
CanadaCIG18055
CI Portfolio Series Income Cl O
-1 out of 5 Stars
0.17%
-1.43%
CanadaIGI477
IG Managed Payout Portfolio A
1 Star1 out of 5 Stars
2.34%
-1.50%
CanadaIGI478
IG Managed Payout Portfolio B
1 Star1 out of 5 Stars
2.34%
-1.50%
CanadaIGI503
IG Managed Payout Portfolio C
1 Star1 out of 5 Stars
2.42%
-1.53%
CanadaFID2211
Fidelity Income Portfolio Series S8
4 Stars4 out of 5 Stars
2.12%
-1.63%
CanadaFID2201
Fidelity Income Portfolio Series B
4 Stars4 out of 5 Stars
2.14%
-1.65%
CanadaFID2221
Fidelity Income Portfolio Series S5
4 Stars4 out of 5 Stars
2.15%
-1.66%
CanadaMFC4792
Mackenzie Monthly Income Conservative Portfolio F
4 Stars4 out of 5 Stars
0.79%
-1.66%
CanadaFID2281
Fidelity Income Class Portfolio Ser B
4 Stars4 out of 5 Stars
2.14%
-1.67%
CanadaFID2291
Fidelity Income Class Portfolio Ser B U$
4 Stars4 out of 5 Stars
2.14%
-1.67%
CanadaFID3211
Fidelity Income Class Port Series S8
4 Stars4 out of 5 Stars
2.16%
-1.68%
CanadaFID3244
Fidelity Income Class Port Series S8 U$
4 Stars4 out of 5 Stars
2.16%
-1.68%
CanadaFID3221
Fidelity Income Class Port Series S5
4 Stars4 out of 5 Stars
2.16%
-1.69%
CanadaFID2602
Fidelity Global Income Portfolio Sr F
5 Stars5 out of 5 Stars
1.01%
-1.71%
CanadaFID2622
Fidelity Global Income Portfolio Sr F5
5 Stars5 out of 5 Stars
1.01%
-1.71%
CanadaFID2612
Fidelity Global Income Portfolio Sr F8
5 Stars5 out of 5 Stars
1.01%
-1.72%
CanadaMMF4424
Manulife Yield Opportunities Adv
4 Stars4 out of 5 Stars
2.01%
-1.74%
CanadaMMF4524
Manulife Yield Opportunities Adv
4 Stars4 out of 5 Stars
2.01%
-1.74%
CanadaMMF4724
Manulife Yield Opportunities Adv
4 Stars4 out of 5 Stars
2.01%
-1.74%
CanadaMMF1238
Manulife Yield Opportunities T6
4 Stars4 out of 5 Stars
2.05%
-1.74%
CanadaMMF1338
Manulife Yield Opportunities T6
4 Stars4 out of 5 Stars
2.05%
-1.74%
CanadaMMF1538
Manulife Yield Opportunities T6
4 Stars4 out of 5 Stars
2.05%
-1.74%
CanadaNWT8599
NEI Conservative Yield Portfolio PF
4 Stars4 out of 5 Stars
0.76%
-1.77%
CanadaFID3612
Fidelity Global Income Class Portfolio F8
5 Stars5 out of 5 Stars
0.99%
-1.81%
CanadaFID2682
Fidelity Global Income Class Portfolio F
5 Stars5 out of 5 Stars
1.01%
-1.82%
CanadaFID3622
Fidelity Global Income Class Portfolio F5
5 Stars5 out of 5 Stars
1.01%
-1.83%
CanadaFID2501
Fidelity Income Portfolio Series A
4 Stars4 out of 5 Stars
2.37%
-1.88%
CanadaFID3511
Fidelity Income Class Port Series T8
4 Stars4 out of 5 Stars
2.39%
-1.89%
CanadaFID3544
Fidelity Income Class Port Series T8 U$
4 Stars4 out of 5 Stars
2.39%
-1.89%
CanadaFID2521
Fidelity Income Portfolio Series T5
4 Stars4 out of 5 Stars
2.39%
-1.90%
CanadaFID2581
Fidelity Income Class Portfolio Ser A
4 Stars4 out of 5 Stars
2.38%
-1.90%
CanadaFID2591
Fidelity Income Class Portfolio Ser A U$
4 Stars4 out of 5 Stars
2.38%
-1.90%
CanadaFID2511
Fidelity Income Portfolio Series T8
4 Stars4 out of 5 Stars
2.40%
-1.91%
CanadaNWT599
NEI Conservative Yield Portfolio F
4 Stars4 out of 5 Stars
0.89%
-1.91%
CanadaFID3521
Fidelity Income Class Port Series T5
4 Stars4 out of 5 Stars
2.38%
-1.91%
CanadaFID3541
Fidelity Income Class Port Series T5 U$
4 Stars4 out of 5 Stars
2.38%
-1.91%
CanadaAGF383
AGF Elements Yield Portfolio Series F
4 Stars4 out of 5 Stars
1.01%
-1.91%
CanadaTML384
Franklin Quotential Diversified IncPt TA
2 Stars2 out of 5 Stars
1.91%
-2.10%
CanadaTML385
Franklin Quotential Diversified IncPt TA
2 Stars2 out of 5 Stars
1.91%
-2.10%
CanadaTML3250
Franklin Quotential Diversified Inc Pt A
2 Stars2 out of 5 Stars
2.02%
-2.10%
CanadaTML3252
Franklin Quotential Diversified Inc Pt A
2 Stars2 out of 5 Stars
2.02%
-2.10%
CanadaFID2706
Fidelity Cnsrv Income Private Pool F
4 Stars4 out of 5 Stars
0.83%
-2.17%
CanadaFID2709
Fidelity Cnsrv Income Private Pool F
4 Stars4 out of 5 Stars
0.83%
-2.17%
CanadaAGF5008
AGF Elements Conservative Portfolio Cl F
4 Stars4 out of 5 Stars
1.15%
-2.32%
CanadaSUN144
Sun Life Granite Conservative Port A
3 Stars3 out of 5 Stars
1.88%
-2.33%
CanadaSUN244
Sun Life Granite Conservative Port A
3 Stars3 out of 5 Stars
1.88%
-2.33%
CanadaSUN145
Sun Life Granite Conservative Port T5
2 Stars2 out of 5 Stars
1.89%
-2.34%
CanadaSUN245
Sun Life Granite Conservative Port T5
2 Stars2 out of 5 Stars
1.89%
-2.34%
CanadaAGF384
AGF Elements Conservative Portfolio Sr F
4 Stars4 out of 5 Stars
1.09%
-2.35%
CanadaCIG7746
CI Portfolio Series Income Fund Class F
4 Stars4 out of 5 Stars
1.19%
-2.43%
CanadaFID5302
Fidelity Conservative Managed Risk Portfolio F
4 Stars4 out of 5 Stars
1.00%
-2.53%
CanadaFID2735
Fidelity Conservative Income Fund F
3 Stars3 out of 5 Stars
0.96%
-2.55%
CanadaFID2855
Fidelity Conservative Income Fund F
3 Stars3 out of 5 Stars
0.96%
-2.55%
CanadaFRC455
Multi-Asset Income Strategy Series F-5
4 Stars4 out of 5 Stars
0.98%
-2.57%
CanadaFRC803
Multi-Asset Income Strategy Series F
4 Stars4 out of 5 Stars
0.98%
-2.57%
CanadaCIG18100
CI Select Income Managed Corp Class O
-1 out of 5 Stars
0.17%
-2.68%
CanadaRBF657
RBC Select Conservative Portfolio F
5 Stars5 out of 5 Stars
0.90%
-2.76%
CanadaFID2212
Fidelity Global Income Portfolio Sr S8
4 Stars4 out of 5 Stars
2.14%
-2.82%
CanadaFID2202
Fidelity Global Income Portfolio Sr B
4 Stars4 out of 5 Stars
2.14%
-2.82%
CanadaFID2222
Fidelity Global Income Portfolio Sr S5
4 Stars4 out of 5 Stars
2.15%
-2.83%
CanadaFID3212
Fidelity Global Income Class Port S8
4 Stars4 out of 5 Stars
2.14%
-2.93%
CanadaFID3231
Fidelity Global Income Class Port S8 U$
4 Stars4 out of 5 Stars
2.14%
-2.93%
CanadaFID2282
Fidelity Global Income Class Port B
4 Stars4 out of 5 Stars
2.14%
-2.93%
CanadaFID2292
Fidelity Global Income Class Port B U$
4 Stars4 out of 5 Stars
2.14%
-2.93%
CanadaFID3222
Fidelity Global Income Class Port S5
4 Stars4 out of 5 Stars
2.15%
-2.94%
CanadaAGF396
AGF Elements Yield Portfolio
3 Stars3 out of 5 Stars
2.06%
-2.94%
CanadaAGF397
AGF Elements Yield Portfolio
3 Stars3 out of 5 Stars
2.06%
-2.94%
CanadaBMO95224
BMO Retirement Conservative Port F
5 Stars5 out of 5 Stars
0.67%
-2.99%
CanadaFID2512
Fidelity Global Income Portfolio Sr T8
4 Stars4 out of 5 Stars
2.35%
-3.02%
CanadaFID2502
Fidelity Global Income Portfolio Sr A
4 Stars4 out of 5 Stars
2.38%
-3.05%
CanadaFID2522
Fidelity Global Income Portfolio Sr T5
4 Stars4 out of 5 Stars
2.38%
-3.05%
CanadaFID3512
Fidelity Global Income Class Port T8
4 Stars4 out of 5 Stars
2.34%
-3.12%
CanadaFID3531
Fidelity Global Income Class Port T8 U$
4 Stars4 out of 5 Stars
2.34%
-3.12%
CanadaFID2582
Fidelity Global Income Class Port A
4 Stars4 out of 5 Stars
2.37%
-3.15%
Show TD Mutual Funds FirstSelect AllGo

Global Fixed Income Balanced

Funds in the Global Fixed Income 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 5% but less than 40% 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
CanadaAGF1409
AGF Elements Yield Portfolio Series W
0.05%
CanadaCIG18055
CI Portfolio Series Income Cl O
0.17%
CanadaCIG18100
CI Select Income Managed Corp Class O
0.17%
CanadaBMO95702
BMO Conservative ETF Portfolio F
0.55%
CanadaBMO36702
BMO Conservative ETF Portfolio F6
0.56%
CanadaBMO95224
BMO Retirement Conservative Port F
0.67%
CanadaATL2806
Renaissance US$ Diversified Income F Prm
0.69%
CanadaNWT8599
NEI Conservative Yield Portfolio PF
0.76%
CanadaNWT8914
NEI Select Income & Growth RS Portfolio PF
0.76%
CanadaMFC4792
Mackenzie Monthly Income Conservative Portfolio F
0.79%