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Company | Country | Symbol |
---|

- Fund CategoriesTactical Balanced(Canada)
- YTD Change+8.21%
- Avg. MER*---

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 | |

TD Tactical Monthly Income Fund - Premium F series | 5 out of 5 Stars | 0.71% | +21.08% | |

TD Tactical Monthly Income S | 5 out of 5 Stars | 0.83% | +20.89% | |

TD Tactical Monthly Income Ser FT5 | 4 out of 5 Stars | 0.82% | +20.89% | |

TD Tactical Monthly Income F | 5 out of 5 Stars | 0.82% | +20.89% | |

TD Tactical Monthly Income Class F | 5 out of 5 Stars | 0.84% | +20.87% | |

TD Tactical Monthly Income Class D | -1 out of 5 Stars | 0.92% | +20.80% | |

TD Tactical Monthly Income Ser D | 4 out of 5 Stars | 0.92% | +20.75% | |

TD Tactical Monthly Income Fund - Premium series | 4 out of 5 Stars | 1.93% | +19.60% | |

TD Tactical Monthly Income Fund - K Series | 4 out of 5 Stars | 1.92% | +19.60% | |

TD Tactical Monthly Income H | 4 out of 5 Stars | 2.02% | +19.50% | |

TD Tactical Monthly Income A | 4 out of 5 Stars | 2.02% | +19.49% | |

TD Tactical Monthly Income A | 4 out of 5 Stars | 2.02% | +19.49% | |

TD Tactical Monthly Income A | 4 out of 5 Stars | 2.02% | +19.49% | |

TD Tactical Monthly Income A | 4 out of 5 Stars | 2.02% | +19.49% | |

TD Tactical Monthly Income T | 4 out of 5 Stars | 2.03% | +19.49% | |

TD Tactical Monthly Income T | 4 out of 5 Stars | 2.03% | +19.49% | |

TD Tactical Monthly Income T | 4 out of 5 Stars | 2.03% | +19.49% | |

TD Tactical Monthly Income T | 4 out of 5 Stars | 2.03% | +19.49% | |

TD Tactical Monthly Income I | 4 out of 5 Stars | 2.04% | +19.45% | |

TD Tactical Monthly Income Class I | 4 out of 5 Stars | 2.06% | +19.42% | |

Desjardins Global Balanced Growth Fund D | 2 out of 5 Stars | 1.15% | +18.07% | |

Scotia Diversified Balanced Series F | 5 out of 5 Stars | 1.06% | +17.68% | |

CI Global Equity & Income Fund F | 3 out of 5 Stars | 1.22% | +17.57% | |

CI Diversified Yield Fund Class O | -1 out of 5 Stars | 0.18% | +17.11% | |

Desjardins Global Balanced Growth Fund A | 2 out of 5 Stars | 2.29% | +16.73% | |

CI Canadian Asset Allocation Corporate Class EF | 3 out of 5 Stars | 1.11% | +16.67% | |

Scotia Diversified Balanced Series A | 4 out of 5 Stars | 1.95% | +16.65% | |

CI Canadian Asset Allocation Corporate Class FT8 | 3 out of 5 Stars | 1.32% | +16.43% | |

CI Canadian Asset Allocation Corporate Class FT5 | 3 out of 5 Stars | 1.33% | +16.43% | |

CI Canadian Asset Allocation Corporate Class F | 3 out of 5 Stars | 1.34% | +16.40% | |

CI Global Equity & Income Fund A | 2 out of 5 Stars | 2.32% | +16.28% | |

CI Global Equity & Income Fund A | 2 out of 5 Stars | 2.32% | +16.28% | |

CI Global Equity & Income Fund A | 2 out of 5 Stars | 2.32% | +16.28% | |

Canoe Asset Allocation Portfolio Class F | 5 out of 5 Stars | 1.29% | +16.16% | |

Canoe Asset Allocation Portfolio Class F6 | 5 out of 5 Stars | 1.29% | +16.15% | |

CI Diversified Yield Fund Class EF | 3 out of 5 Stars | 1.09% | +16.06% | |

BMO Tactical Global Equity ETF F | 5 out of 5 Stars | 0.92% | +16.02% | |

CI Diversified Yield Fund Class Y | 4 out of 5 Stars | 1.18% | +15.95% | |

CI Diversified Yield Fund Class F | 3 out of 5 Stars | 1.22% | +15.90% | |

CI Diversified Yield Fund Class F | 3 out of 5 Stars | 1.22% | +15.90% | |

Desjardins Global Balanced Strategic Income Fund D | 4 out of 5 Stars | 1.15% | +15.81% | |

Canoe Asset Allocation Portfolio Class D | 5 out of 5 Stars | 1.79% | +15.59% | |

CI Diversified Yield Corporate Class F | 3 out of 5 Stars | 1.22% | +15.57% | |

CI Diversified Yield Corporate Class F | 3 out of 5 Stars | 1.22% | +15.57% | |

CI Diversified Yield Corporate Class F (T5) | 3 out of 5 Stars | 1.23% | +15.56% | |

CI Canadian Asset Allocation Corporate Class T5 | 3 out of 5 Stars | 2.43% | +15.16% | |

CI Canadian Asset Allocation Corporate Class T5 | 3 out of 5 Stars | 2.43% | +15.16% | |

CI Canadian Asset Allocation Corporate Class T8 | 3 out of 5 Stars | 2.46% | +15.13% | |

CI Canadian Asset Allocation Corporate Class T8 | 3 out of 5 Stars | 2.46% | +15.13% | |

CI Canadian Asset Alloc Corp Cl A | 3 out of 5 Stars | 2.45% | +15.12% | |

CI Canadian Asset Alloc Corp Cl A | 3 out of 5 Stars | 2.45% | +15.12% | |

CI Canadian Asset Alloc Corp Cl A | 3 out of 5 Stars | 2.45% | +15.12% | |

CI Canadian Asset Alloc Corp Cl A | 3 out of 5 Stars | 2.45% | +15.12% | |

BMO Tactical Global Equity ETF Advisor | 4 out of 5 Stars | 1.90% | +14.90% | |

BMO Tactical Global Equity ETF Advisor | 4 out of 5 Stars | 1.90% | +14.90% | |

BMO Tactical Global Equity ETF Advisor | 4 out of 5 Stars | 1.90% | +14.90% | |

BMO Tactical Global Equity ETF A | 4 out of 5 Stars | 1.90% | +14.89% | |

Meritage Tactical ETF Growth Portfolio Series F | 4 out of 5 Stars | 0.82% | +14.73% | |

CI Diversified Yield Fund Class A | 3 out of 5 Stars | 2.32% | +14.63% | |

CI Diversified Yield Fund Class A | 3 out of 5 Stars | 2.32% | +14.63% | |

Desjardins Global Balanced Strategic Income Fund A | 3 out of 5 Stars | 2.30% | +14.49% | |

CI Diversified Yield Corporate Class A | 2 out of 5 Stars | 2.33% | +14.29% | |

CI Diversified Yield Corporate Class A | 2 out of 5 Stars | 2.33% | +14.29% | |

Picton Mahoney Fortified Multi Asset Fund Class FT | 5 out of 5 Stars | 1.34% | +13.87% | |

Picton Mahoney Fortified Multi Asset Fund Class F | 5 out of 5 Stars | 1.36% | +13.84% | |

CC&L Core Income and Growth F | 4 out of 5 Stars | 1.18% | +13.20% | |

BMO Tactical Global Asset Allocation ETF Fund Series F | 3 out of 5 Stars | 0.71% | +12.68% | |

TD Global Balanced Opportunities Fund - Series D | 3 out of 5 Stars | 1.13% | +12.46% | |

TD Global Balanced Opportunities Fund - Series F | 3 out of 5 Stars | 1.15% | +12.42% | |

BMO Tactical Balanced ETF F | 3 out of 5 Stars | 0.71% | +12.23% | |

Exemplar Growth and Income Ser FD | 3 out of 5 Stars | 1.10% | +12.21% | |

Exemplar Growth and Income Ser F | 3 out of 5 Stars | 1.09% | +12.20% | |

Sun Life Granite Enhanced Income Portfolio F | 3 out of 5 Stars | 1.03% | +12.07% | |

CC&L Core Income and Growth A | 3 out of 5 Stars | 2.31% | +11.94% | |

Fidelity Tactical High Income Fund Series F | 5 out of 5 Stars | 0.96% | +11.92% | |

BMO Tactical Dividend ETF Fund F | 3 out of 5 Stars | 0.78% | +11.82% | |

BMO Tactical Global Asset Allocation ETF Fund Advisor | 3 out of 5 Stars | 1.70% | +11.56% | |

BMO Tactical Global Asset Allocation ETF Fund Series A | 3 out of 5 Stars | 1.70% | +11.56% | |

Sun Life Granite Income Portfolio F | 3 out of 5 Stars | 0.98% | +11.27% | |

TD Global Balanced Opportunities Fund - Series I | 2 out of 5 Stars | 2.25% | +11.23% | |

TD Global Balanced Opportunities Fund - Advisor Series | 2 out of 5 Stars | 2.23% | +11.21% | |

TD Global Balanced Opportunities Fund - Advisor Series | 2 out of 5 Stars | 2.23% | +11.21% | |

TD Global Balanced Opportunities Fund - Advisor Series | 2 out of 5 Stars | 2.23% | +11.21% | |

TD Global Balanced Opportunities Fund - Advisor Series | 2 out of 5 Stars | 2.23% | +11.21% | |

Dynamic Strategic Yield Series FH | 5 out of 5 Stars | 1.00% | +11.19% | |

Dynamic Global Strategic Yield Fund A | 2 out of 5 Stars | 2.21% | +11.10% | |

BMO Tactical Balanced ETF A | 2 out of 5 Stars | 1.77% | +11.04% | |

Dynamic Strategic Yield Class Series FH | 5 out of 5 Stars | 1.05% | +11.01% | |

BMO Tactical Balanced ETF Advisor | 2 out of 5 Stars | 1.81% | +11.00% | |

BMO Tactical Balanced ETF Advisor | 2 out of 5 Stars | 1.81% | +11.00% | |

BMO Tactical Balanced ETF Advisor | 2 out of 5 Stars | 1.81% | +11.00% | |

Exemplar Growth and Income Ser AD | 3 out of 5 Stars | 2.19% | +10.98% | |

Sun Life Dynamic Strategic Yield Fund F | 3 out of 5 Stars | 1.05% | +10.95% | |

Sun Life Granite Enhanced Income Portfolio A | 2 out of 5 Stars | 2.21% | +10.75% | |

Fidelity Tactical High Income Fund Series B | 5 out of 5 Stars | 2.11% | +10.65% | |

BMO Tactical Dividend ETF Fund Advisor | 2 out of 5 Stars | 1.86% | +10.63% | |

BMO Tactical Dividend ETF Fund Advisor | 2 out of 5 Stars | 1.86% | +10.63% | |

BMO Tactical Dividend ETF Fund Advisor | 2 out of 5 Stars | 1.86% | +10.63% | |

BMO Tactical Dividend ETF Fund A | 2 out of 5 Stars | 1.85% | +10.63% | |

Purpose Tactical Asset Allocation Fund Series F | 4 out of 5 Stars | 0.93% | +10.46% | |

Show TD Mutual Funds First | Select All | Go |

Balanced Funds with a specific mandate to employ tactical asset allocation strategies and funds that the CIFSC deems to employ tactical asset allocation strategies will be assigned to the Tactical Balanced fund category.

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 | |

CI Diversified Yield Fund Class O | 0.18% | |

BMO Tactical Global Growth ETF Fund Series F | 0.64% | |

TD Tactical Monthly Income Fund - Premium F series | 0.71% | |

BMO Tactical Balanced ETF F | 0.71% | |

BMO Tactical Global Asset Allocation ETF Fund Series F | 0.71% | |

BMO Tactical Dividend ETF Fund F | 0.78% | |

TD Tactical Monthly Income F | 0.82% | |

Meritage Tactical ETF Growth Portfolio Series F | 0.82% | |

TD Tactical Monthly Income Ser FT5 | 0.82% | |

TD Tactical Monthly Income S | 0.83% |