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  • Fund Categories
    Global Neutral Balanced
    (Canada)
  • YTD Change-8.97%
  • 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
CanadaCIG18167
CI High Income Class O
-1 out of 5 Stars
0.17%
+15.59%
CanadaCIG18117
CI High Income Corporate Class O
-1 out of 5 Stars
0.16%
+15.09%
CanadaCIG686
CI High Income Class A
4 Stars4 out of 5 Stars
1.60%
+13.95%
CanadaCIG786
CI High Income Class A
4 Stars4 out of 5 Stars
1.60%
+13.95%
CanadaGOC6003
Canoe North American Monthly Income Portfolio Class F
5 Stars5 out of 5 Stars
1.29%
+13.58%
CanadaCIG652T8
CI High Income Corporate Class AT8
3 Stars3 out of 5 Stars
1.59%
+13.45%
CanadaCIG752T8
CI High Income Corporate Class AT8
3 Stars3 out of 5 Stars
1.59%
+13.45%
CanadaCIG2304
CI High Income Corporate Cl
3 Stars3 out of 5 Stars
1.60%
+13.45%
CanadaCIG2504
CI High Income Corporate Cl U$
3 Stars3 out of 5 Stars
1.60%
+13.45%
CanadaCIG3304
CI High Income Corporate Cl
3 Stars3 out of 5 Stars
1.60%
+13.45%
CanadaCIG3504
CI High Income Corporate Cl U$
3 Stars3 out of 5 Stars
1.60%
+13.45%
CanadaCIG152T5
CI High Income Corporate Class AT5
3 Stars3 out of 5 Stars
1.60%
+13.45%
CanadaCIG252T5
CI High Income Corporate Class AT5
3 Stars3 out of 5 Stars
1.60%
+13.45%
CanadaCIG352T5
CI High Income Corporate Class AT5
3 Stars3 out of 5 Stars
1.60%
+13.45%
CanadaGOC6001
Canoe North American Mth Inc Port Cl A
5 Stars5 out of 5 Stars
2.45%
+12.27%
CanadaCIG18142
CI Canadian Inc&Gr Corp Cl O
-1 out of 5 Stars
0.16%
+11.45%
CanadaCIG6116
CI Canadian Income & Growth
4 Stars4 out of 5 Stars
2.41%
+9.42%
CanadaCIG6166
CI Canadian Income & Growth
4 Stars4 out of 5 Stars
2.41%
+9.42%
CanadaCIG5304
CI High Income Corporate Class I
-1 out of 5 Stars
---
+9.34%
CanadaCIG131T5
CI Canadian Inc&Gr Corp Cl T5
3 Stars3 out of 5 Stars
2.41%
+8.97%
CanadaCIG231T5
CI Canadian Inc&Gr Corp Cl T5
3 Stars3 out of 5 Stars
2.41%
+8.97%
CanadaCIG631T8
CI Canadian Inc&Gr Corp Cl T8
3 Stars3 out of 5 Stars
2.41%
+8.97%
CanadaCIG731T8
CI Canadian Inc&Gr Corp Cl T8
3 Stars3 out of 5 Stars
2.41%
+8.97%
CanadaCIG2309
CI Income&Growth Corp Cl
3 Stars3 out of 5 Stars
2.44%
+8.94%
CanadaCIG2509
CI Income&Growth Corp Cl U$
3 Stars3 out of 5 Stars
2.44%
+8.94%
CanadaCIG3309
CI Income&Growth Corp Cl
3 Stars3 out of 5 Stars
2.44%
+8.94%
CanadaCIG3509
CI Income&Growth Corp Cl U$
3 Stars3 out of 5 Stars
2.44%
+8.94%
CanadaCIG15167
CI High Income Fund Class EF
5 Stars5 out of 5 Stars
1.00%
+8.68%
CanadaCIG447
CI High Income Fund Class F
5 Stars5 out of 5 Stars
1.05%
+8.63%
CanadaCIG15717
CI High Income Corporate Class EFT5
4 Stars4 out of 5 Stars
0.96%
+8.29%
CanadaCIG15117
CI High Income Corporate Class EF
4 Stars4 out of 5 Stars
1.00%
+8.24%
CanadaCIG452T5
CI High Income Corporate Class FT5
4 Stars4 out of 5 Stars
1.03%
+8.21%
CanadaCIG4304
CI High Income Corporate Class F
4 Stars4 out of 5 Stars
1.05%
+8.20%
CanadaCIG4504
CI High Income Corporate Class F
4 Stars4 out of 5 Stars
1.05%
+8.20%
CanadaCIG952T8
CI High Income Corporate Class FT8
4 Stars4 out of 5 Stars
1.04%
+8.19%
CanadaTML3905
Franklin U.S. Monthly Income Fund PF
5 Stars5 out of 5 Stars
0.96%
+8.19%
CanadaMMF9028
Manulife US Monthly High Inc T6
5 Stars5 out of 5 Stars
2.24%
+7.69%
CanadaMMF9128
Manulife US Monthly High Inc T6
5 Stars5 out of 5 Stars
2.24%
+7.69%
CanadaMMF9328
Manulife US Monthly High Inc T6
5 Stars5 out of 5 Stars
2.24%
+7.69%
CanadaMMF4430
Manulife Strategic Balanced Yield Adv
4 Stars4 out of 5 Stars
2.27%
+5.81%
CanadaMMF4530
Manulife Strategic Balanced Yield Adv
4 Stars4 out of 5 Stars
2.27%
+5.81%
CanadaMMF4730
Manulife Strategic Balanced Yield Adv
4 Stars4 out of 5 Stars
2.27%
+5.81%
CanadaMMF9480
Manulife Strategic Balanced Yield T6
4 Stars4 out of 5 Stars
2.28%
+5.80%
CanadaMMF9580
Manulife Strategic Balanced Yield T6
4 Stars4 out of 5 Stars
2.28%
+5.80%
CanadaMMF9780
Manulife Strategic Balanced Yield T6
4 Stars4 out of 5 Stars
2.28%
+5.80%
CanadaCIG2111
CI Global Income & Growth A
5 Stars5 out of 5 Stars
2.45%
+4.80%
CanadaCIG2402
CI Global Income & Growth A U$
5 Stars5 out of 5 Stars
2.45%
+4.80%
CanadaCIG3111
CI Global Income & Growth A
5 Stars5 out of 5 Stars
2.45%
+4.80%
CanadaCIG3402
CI Global Income & Growth A U$
5 Stars5 out of 5 Stars
2.45%
+4.80%
CanadaCIG15192
CI Canadian Income & Growth Fund Class EF
5 Stars5 out of 5 Stars
1.07%
+4.60%
CanadaCIG158T5
CI Global Inc & Grwth Corp Cl AT5
4 Stars4 out of 5 Stars
2.43%
+4.44%
CanadaCIG258T5
CI Global Inc & Grwth Corp Cl AT5
4 Stars4 out of 5 Stars
2.43%
+4.44%
CanadaCIG2312
CI Global Inc & Grwth Corp Cl A
4 Stars4 out of 5 Stars
2.47%
+4.40%
CanadaCIG2515
CI Global Inc & Grwth Corp Cl A U$
4 Stars4 out of 5 Stars
2.47%
+4.40%
CanadaCIG3312
CI Global Inc & Grwth Corp Cl A
4 Stars4 out of 5 Stars
2.47%
+4.40%
CanadaCIG3515
CI Global Inc & Grwth Corp Cl A U$
4 Stars4 out of 5 Stars
2.47%
+4.40%
CanadaCIG658T8
CI Global Inc & Grwth Corp Cl AT8
4 Stars4 out of 5 Stars
2.48%
+4.39%
CanadaCIG758T8
CI Global Inc & Grwth Corp Cl AT8
4 Stars4 out of 5 Stars
2.48%
+4.39%
CanadaDYN254
Dynamic Dividend Income Series F
4 Stars4 out of 5 Stars
1.12%
+4.38%
CanadaCIG6416
CI Canadian Income & Growth Fund Class F
5 Stars5 out of 5 Stars
1.31%
+4.35%
CanadaIGI1638
IG Managed Risk Portfolio Inc Bal J DSC
3 Stars3 out of 5 Stars
2.28%
+4.30%
CanadaDYN424
Dynamic Dividend Income Class Series F
4 Stars4 out of 5 Stars
1.05%
+4.25%
CanadaMFC4662
Symmetry Moderate Growth Port D
3 Stars3 out of 5 Stars
1.42%
+4.23%
CanadaCIG15142
CI Canadian Income & Growth Corporate Class EF
5 Stars5 out of 5 Stars
1.10%
+4.19%
CanadaIGI1636
IG Managed Risk Portfolio Inc Bal A
2 Stars2 out of 5 Stars
2.54%
+4.02%
CanadaCIG931T8
CI Canadian Income & Growth Corporate Class F T8
5 Stars5 out of 5 Stars
1.33%
+3.95%
CanadaCIG4309
CI Canadian Income & Growth Corporate Class F
5 Stars5 out of 5 Stars
1.32%
+3.95%
CanadaCIG4509
CI Canadian Income & Growth Corporate Class F
5 Stars5 out of 5 Stars
1.32%
+3.95%
CanadaCIG18052
CI Portfolio Series Conserv Bal Cl O
-1 out of 5 Stars
0.17%
+3.94%
CanadaCIG431T5
CI Canadian Income & Growth Corporate Class F T5
5 Stars5 out of 5 Stars
1.34%
+3.93%
CanadaPFC200
Purpose Monthly Income A
3 Stars3 out of 5 Stars
1.81%
+3.81%
CanadaFID6762
Fidelity Global Monthly High Income ETF Fund - F
-1 out of 5 Stars
0.93%
+3.66%
CanadaMFC6512
Mackenzie Mthly Inc Balanced Port PW
2 Stars2 out of 5 Stars
2.02%
+3.65%
CanadaDYN1172
Dynamic Dividend Income Class Series T
3 Stars3 out of 5 Stars
2.13%
+3.58%
CanadaDYN1173
Dynamic Dividend Income Class Series T
3 Stars3 out of 5 Stars
2.13%
+3.58%
CanadaMFC4784
Mackenzie Mthly Inc Balanced Port T8
2 Stars2 out of 5 Stars
2.12%
+3.55%
CanadaMFC4777
Mackenzie Mthly Inc Balanced Port A
2 Stars2 out of 5 Stars
2.15%
+3.51%
CanadaMFC4778
Mackenzie Mthly Inc Balanced Port A
2 Stars2 out of 5 Stars
2.15%
+3.51%
CanadaMFC4779
Mackenzie Mthly Inc Balanced Port A
2 Stars2 out of 5 Stars
2.15%
+3.51%
CanadaMMF1292
Manulife Global Balanced Priv Trust Adv
5 Stars5 out of 5 Stars
2.03%
+3.46%
CanadaMFC4558
Symmetry Moderate Growth Port T8
3 Stars3 out of 5 Stars
2.25%
+3.40%
CanadaMFC4559
Symmetry Moderate Growth Port T8
3 Stars3 out of 5 Stars
2.25%
+3.40%
CanadaMFC4560
Symmetry Moderate Growth Port T8
3 Stars3 out of 5 Stars
2.25%
+3.40%
CanadaMFC4585
Symmetry Moderate Growth Port T5
3 Stars3 out of 5 Stars
2.27%
+3.39%
CanadaMFC4586
Symmetry Moderate Growth Port T5
3 Stars3 out of 5 Stars
2.27%
+3.39%
CanadaMFC4587
Symmetry Moderate Growth Port T5
3 Stars3 out of 5 Stars
2.27%
+3.39%
CanadaDYN206G
Dynamic Dividend Income Series G
3 Stars3 out of 5 Stars
2.09%
+3.36%
CanadaDYN316G
Dynamic Dividend Income Series G
3 Stars3 out of 5 Stars
2.09%
+3.36%
CanadaMFC3882
Symmetry Moderate Growth Port B
3 Stars3 out of 5 Stars
2.29%
+3.33%
CanadaMFC4245
Symmetry Moderate Growth Port B
3 Stars3 out of 5 Stars
2.29%
+3.33%
CanadaMFC2898
Symmetry Moderate Growth Port A
3 Stars3 out of 5 Stars
2.29%
+3.33%
CanadaMFC3655
Symmetry Moderate Growth Port A
3 Stars3 out of 5 Stars
2.29%
+3.33%
CanadaMFC4117
Symmetry Moderate Growth Port A
3 Stars3 out of 5 Stars
2.29%
+3.33%
CanadaMFC7173
Symmetry Moderate Growth Port A
3 Stars3 out of 5 Stars
2.29%
+3.33%
CanadaBNS309
Scotia Income Advantage
3 Stars3 out of 5 Stars
1.91%
+3.31%
CanadaDYN1516
Dynamic Dividend Income Series T
3 Stars3 out of 5 Stars
2.18%
+3.27%
CanadaDYN1518
Dynamic Dividend Income Series T
3 Stars3 out of 5 Stars
2.18%
+3.27%
CanadaDYN206
Dynamic Dividend Income
3 Stars3 out of 5 Stars
2.23%
+3.22%
CanadaDYN316
Dynamic Dividend Income
3 Stars3 out of 5 Stars
2.23%
+3.22%
CanadaMFC3883
Symmetry Moderate Growth Port C
3 Stars3 out of 5 Stars
2.45%
+3.18%
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 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
CanadaCIG18117
CI High Income Corporate Class O
0.16%
CanadaCIG18142
CI Canadian Inc&Gr Corp Cl O
0.16%
CanadaCIG18167
CI High Income Class O
0.17%
CanadaCIG18052
CI Portfolio Series Conserv Bal Cl O
0.17%
CanadaCIG18194
CI Global Income & Growth O
0.17%
CanadaBMO95149
BMO Diversified Income Portfolio F
0.60%
CanadaBMO88491
BMO Balanced ETF Portfolio Class F
0.61%
CanadaBMO95703
BMO Balanced ETF Portfolio F
0.61%
CanadaBMO36703
BMO Balanced ETF Portfolio F6
0.61%
CanadaTDB2474
TD U.S. Monthly Income Fund - Premium F series (US$)
0.66%