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  • Fund Categories
    Global Neutral Balanced
    (Canada)
  • YTD Change+2.84%
  • 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
CanadaDYN2426
Dynamic Power Global Balanced Class FT
1 Star1 out of 5 Stars
1.33%
+20.05%
CanadaDYN1428
Dynamic Power Global Balanced Cl Sr F
2 Stars2 out of 5 Stars
1.36%
+20.01%
CanadaDYN1429
Dynamic Power Global Balanced Cl Sr F
2 Stars2 out of 5 Stars
1.36%
+20.01%
CanadaMMF4613
Manulife Global Monthly High Income Fund Series F
5 Stars5 out of 5 Stars
1.09%
+19.28%
CanadaBNS508
Scotia US Dollar Balanced Fund F
-1 out of 5 Stars
1.05%
+19.09%
CanadaDYN1441
Dynamic Power Global Balanced Class Sr T
1 Star1 out of 5 Stars
2.45%
+18.71%
CanadaDYN1444
Dynamic Power Global Balanced Class Sr T
1 Star1 out of 5 Stars
2.45%
+18.71%
CanadaDYN1419
Dynamic Power Global Balanced Cl Sr A
1 Star1 out of 5 Stars
2.46%
+18.70%
CanadaDYN1420
Dynamic Power Global Balanced Cl Sr A
1 Star1 out of 5 Stars
2.46%
+18.70%
CanadaDYN1425
Dynamic Power Global Balanced Cl Sr A U$
1 Star1 out of 5 Stars
2.46%
+18.70%
CanadaDYN1426
Dynamic Power Global Balanced Cl Sr A U$
1 Star1 out of 5 Stars
2.46%
+18.70%
CanadaTDB2474
TD U.S. Monthly Income Fund - Premium F series (US$)
5 Stars5 out of 5 Stars
0.66%
+18.20%
CanadaTDB2465
TD US Monthly Income Fund F
5 Stars5 out of 5 Stars
0.82%
+18.10%
CanadaTDB3042
TD US Monthly Income Ser D
5 Stars5 out of 5 Stars
0.91%
+18.08%
CanadaTDB3479
TD US Monthly Income Ser FT5
5 Stars5 out of 5 Stars
0.81%
+18.06%
CanadaTDB2471
TD US Monthly Income Fund S
5 Stars5 out of 5 Stars
0.84%
+18.04%
CanadaFID1978
Fidelity U.S. Growth & Income Private Pool F
5 Stars5 out of 5 Stars
0.95%
+17.93%
CanadaFID1987
Fidelity U.S. Growth & Income Private Pool F
5 Stars5 out of 5 Stars
0.95%
+17.93%
CanadaMMF9411
Manulife Global Monthly High Income T6
4 Stars4 out of 5 Stars
2.27%
+17.89%
CanadaMMF9511
Manulife Global Monthly High Income T6
4 Stars4 out of 5 Stars
2.27%
+17.89%
CanadaMMF9711
Manulife Global Monthly High Income T6
4 Stars4 out of 5 Stars
2.27%
+17.89%
CanadaMMF4413
Manulife Global Monthly High Income Adv
4 Stars4 out of 5 Stars
2.31%
+17.84%
CanadaMMF4513
Manulife Global Monthly High Income Adv
4 Stars4 out of 5 Stars
2.31%
+17.84%
CanadaMMF4713
Manulife Global Monthly High Income Adv
4 Stars4 out of 5 Stars
2.31%
+17.84%
CanadaTDB3086
TD U.S. Monthly Income C$ - D
5 Stars5 out of 5 Stars
0.92%
+17.03%
CanadaTDB3480
TD U.S. Monthly Income Fund-C$ FT5-Series
5 Stars5 out of 5 Stars
0.81%
+17.02%
CanadaTDB2791
TD U.S. Monthly Income - C$ S Series
5 Stars5 out of 5 Stars
0.85%
+17.02%
CanadaTDB2785
TD U.S. Monthly Income - C$ F Series
5 Stars5 out of 5 Stars
0.83%
+16.99%
CanadaTDB2473
TD U.S. Monthly Income - Prem
5 Stars5 out of 5 Stars
1.85%
+16.82%
CanadaTDB2467
TD US Monthly Income T
5 Stars5 out of 5 Stars
1.99%
+16.67%
CanadaTDB2468
TD US Monthly Income T
5 Stars5 out of 5 Stars
1.99%
+16.67%
CanadaTDB2469
TD US Monthly Income T
5 Stars5 out of 5 Stars
1.99%
+16.67%
CanadaTDB2470
TD US Monthly Income T
5 Stars5 out of 5 Stars
1.99%
+16.67%
CanadaTDB2461
TD US Monthly Income Fund A
5 Stars5 out of 5 Stars
2.01%
+16.66%
CanadaTDB2462
TD US Monthly Income Fund A
5 Stars5 out of 5 Stars
2.01%
+16.66%
CanadaTDB2463
TD US Monthly Income Fund A
5 Stars5 out of 5 Stars
2.01%
+16.66%
CanadaTDB2464
TD US Monthly Income Fund A
5 Stars5 out of 5 Stars
2.01%
+16.66%
CanadaTDB2212
TD North American Sustainability Balanced Fund - F Series
4 Stars4 out of 5 Stars
0.83%
+16.65%
CanadaTDB2460
TD US Monthly Income I
5 Stars5 out of 5 Stars
2.03%
+16.63%
CanadaTDB2466
TD US Monthly Income Fund H
5 Stars5 out of 5 Stars
1.98%
+16.61%
CanadaTDB2213
TD North American Sustainability Bal D
4 Stars4 out of 5 Stars
1.03%
+16.44%
CanadaTDB2605
TD Global Tactical Monthly Income Fund - F Series
5 Stars5 out of 5 Stars
0.94%
+16.08%
CanadaTDB2611
TD Global Tactical Monthly Income Fund - S Series
5 Stars5 out of 5 Stars
0.95%
+16.07%
CanadaTDB3482
TD Global Tactical Monthly Income Fund - FT5 Series
5 Stars5 out of 5 Stars
0.93%
+16.06%
CanadaTDB2618
TD Global Tactical Mthly Inc D Ser U$
5 Stars5 out of 5 Stars
1.03%
+16.06%
CanadaTDB3044
TD Global Tactical Mthly Inc D Ser
5 Stars5 out of 5 Stars
1.03%
+16.06%
CanadaBMO45808
BMO US Dollar Balanced F
5 Stars5 out of 5 Stars
0.77%
+16.04%
CanadaBMO95808
BMO US Dollar Balanced F
5 Stars5 out of 5 Stars
0.77%
+16.04%
CanadaTDB2793
TD U.S. Monthly Income C$ - Prem
5 Stars5 out of 5 Stars
1.87%
+15.83%
CanadaTDB2786
TD US Monthly Income - C$ Series H
5 Stars5 out of 5 Stars
2.02%
+15.67%
CanadaTDB2787
TD US Monthly Income - C$ Series T
5 Stars5 out of 5 Stars
2.01%
+15.66%
CanadaTDB2788
TD US Monthly Income - C$ Series T
5 Stars5 out of 5 Stars
2.01%
+15.66%
CanadaTDB2789
TD US Monthly Income - C$ Series T
5 Stars5 out of 5 Stars
2.01%
+15.66%
CanadaTDB2790
TD US Monthly Income - C$ Series T
5 Stars5 out of 5 Stars
2.01%
+15.66%
CanadaTDB2781
TD US Monthly Income - C$ Advisor Series
5 Stars5 out of 5 Stars
2.03%
+15.64%
CanadaTDB2782
TD US Monthly Income - C$ Advisor Series
5 Stars5 out of 5 Stars
2.03%
+15.64%
CanadaTDB2783
TD US Monthly Income - C$ Advisor Series
5 Stars5 out of 5 Stars
2.03%
+15.64%
CanadaTDB2784
TD US Monthly Income - C$ Advisor Series
5 Stars5 out of 5 Stars
2.03%
+15.64%
CanadaTDB2780
TD US Monthly Income - C$ Investor Ser
5 Stars5 out of 5 Stars
2.04%
+15.60%
CanadaMMF4674
Manulife Global Strategic Balanced Yield Fund Ser F
4 Stars4 out of 5 Stars
1.18%
+15.09%
CanadaFID5949
Global Asset Allocation Private Pl Ser F
4 Stars4 out of 5 Stars
0.97%
+14.91%
CanadaFID5951
Global Asset Allocation Private Pl SerF8
4 Stars4 out of 5 Stars
0.94%
+14.91%
CanadaTDB2613
TD Global Tactical Mthly Inc Prm Ser
4 Stars4 out of 5 Stars
2.04%
+14.80%
CanadaTDB2600
TD Global Tactical Mthly Inc Inv Ser
4 Stars4 out of 5 Stars
2.17%
+14.72%
CanadaTDB2607
TD Global Tactical Mthly Inc T Ser
4 Stars4 out of 5 Stars
2.12%
+14.72%
CanadaTDB2608
TD Global Tactical Mthly Inc T Ser
4 Stars4 out of 5 Stars
2.12%
+14.72%
CanadaTDB2609
TD Global Tactical Mthly Inc T Ser
4 Stars4 out of 5 Stars
2.12%
+14.72%
CanadaTDB2610
TD Global Tactical Mthly Inc T Ser
4 Stars4 out of 5 Stars
2.12%
+14.72%
CanadaTDB2601
TD Global Tactical Mthly Inc A Ser
4 Stars4 out of 5 Stars
2.12%
+14.70%
CanadaTDB2602
TD Global Tactical Mthly Inc A Ser
4 Stars4 out of 5 Stars
2.12%
+14.70%
CanadaTDB2603
TD Global Tactical Mthly Inc A Ser
4 Stars4 out of 5 Stars
2.12%
+14.70%
CanadaTDB2604
TD Global Tactical Mthly Inc A Ser
4 Stars4 out of 5 Stars
2.12%
+14.70%
CanadaTDB2606
TD Global Tactical Mthly Inc H Ser
4 Stars4 out of 5 Stars
2.16%
+14.69%
CanadaFID3624
Fidelity Global Balanced Cl Port Sr F5
4 Stars4 out of 5 Stars
1.10%
+14.33%
CanadaFID3614
Fidelity Global Balanced Cl Port Sr F8
4 Stars4 out of 5 Stars
1.10%
+14.32%
CanadaFID2684
Fidelity Global Balanced Class Port Sr F
4 Stars4 out of 5 Stars
1.11%
+14.32%
CanadaFID2694
Fidelity Global Balanced Class Port Sr F
4 Stars4 out of 5 Stars
1.11%
+14.32%
CanadaFID2604
Fidelity Global Balanced Portfolio F
4 Stars4 out of 5 Stars
1.10%
+14.28%
CanadaFID2624
Fidelity Global Balanced Portfolio F5
4 Stars4 out of 5 Stars
1.11%
+14.27%
CanadaFID2614
Fidelity Global Balanced Portfolio F8
4 Stars4 out of 5 Stars
1.11%
+14.26%
CanadaBMO95218
BMO Sustainable Global Balanced Fund F
3 Stars3 out of 5 Stars
0.87%
+13.92%
CanadaMMF4474
Manulife Global Strategic Bal Yield Adv
3 Stars3 out of 5 Stars
2.35%
+13.75%
CanadaMMF4574
Manulife Global Strategic Bal Yield Adv
3 Stars3 out of 5 Stars
2.35%
+13.75%
CanadaMMF4774
Manulife Global Strategic Bal Yield Adv
3 Stars3 out of 5 Stars
2.35%
+13.75%
CanadaMMF9036
Manulife Global Strategic Bal Yield T6
3 Stars3 out of 5 Stars
2.36%
+13.74%
CanadaMMF9136
Manulife Global Strategic Bal Yield T6
3 Stars3 out of 5 Stars
2.36%
+13.74%
CanadaMMF9336
Manulife Global Strategic Bal Yield T6
3 Stars3 out of 5 Stars
2.36%
+13.74%
CanadaRBF5726
RBC Select Choices Balanced Portfolio F
4 Stars4 out of 5 Stars
1.18%
+13.73%
CanadaMMF4079
Manulife U.S. Balanced Private Trust Series F
5 Stars5 out of 5 Stars
0.94%
+13.58%
CanadaMMF1684
Manulife U.S. Balanced Private Trust Series FT6
5 Stars5 out of 5 Stars
0.94%
+13.58%
CanadaMMF4630
Manulife Strategic Balanced Yield Fund Series F
5 Stars5 out of 5 Stars
1.14%
+13.53%
CanadaMMF9685
Manulife Strategic Balanced Yield Fund Series F
5 Stars5 out of 5 Stars
1.14%
+13.53%
CanadaMMF1613
Manulife Strategic Balanced Yield Fund Series FT6
5 Stars5 out of 5 Stars
1.14%
+13.52%
CanadaRBF640
RBC U.S. Monthly Income Fund F
5 Stars5 out of 5 Stars
0.77%
+13.50%
CanadaRBF669
RBC U.S. Monthly Income Fund F
5 Stars5 out of 5 Stars
0.77%
+13.50%
CanadaMMF1884
Manulife Global Balanced Private Trust Series FT6
5 Stars5 out of 5 Stars
1.02%
+13.49%
CanadaMMF1381
Manulife Global Balanced Private Trust Series F
5 Stars5 out of 5 Stars
1.02%
+13.48%
CanadaMMF4635
Manulife Global Balanced Fund Series F
5 Stars5 out of 5 Stars
1.05%
+13.47%
CanadaRBF1007
RBC U.S. Monthly Income Fund D
5 Stars5 out of 5 Stars
0.95%
+13.33%
CanadaRBF1503
RBC U.S. Monthly Income Fund D
5 Stars5 out of 5 Stars
0.95%
+13.33%
Show TD Mutual Funds FirstSelect AllGo

Global Neutral Balanced

Funds in the Global Neutral 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 or equal to 40% but less than or equal to 60% of their total assets in equity securities.

FUND STRATEGIES

Data as of Thursday, Feb 29, 2024
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
CanadaCIG058T8
CI Global Inc & Grwth Corp Cl IT8
0.01%
CanadaAGF1425
AGF Elements Balanced Portfolio Series W
0.11%
CanadaDYN1925
DynamicEdge Balanced Port Series T
0.14%
CanadaDYN1927
DynamicEdge Balanced Port Series T
0.14%
CanadaCIG18117
CI High Income Corporate Class O
0.16%
CanadaCIG18142
CI Canadian Inc&Gr Corp Cl O
0.16%
CanadaFRC777
Russell Investments Diversified Monthly Income Sr F-7
0.17%
CanadaCIG18167
CI High Income Class O
0.17%
CanadaCIG18194
CI Global Income & Growth O
0.17%
CanadaCIG18052
CI Portfolio Series Conserv Bal Cl O
0.19%