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CompanyCountrySymbol
  • Fund Categories
    2025 Target Date Portfolio
    (Canada)
  • YTD Change-6.30%
  • Avg. MER*---

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.
Y Axis Label
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RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaRBF1920
PH&N LifeTime 2025 Fund D
4 Stars4 out of 5 Stars
0.97%
+0.70%
CanadaBMO97416
BMO LifeStage Plus 2022 Advisor
3 Stars3 out of 5 Stars
1.44%
-0.27%
CanadaBMO99416
BMO LifeStage Plus 2022 Advisor
3 Stars3 out of 5 Stars
1.44%
-0.27%
CanadaBMO70416
BMO LifeStage Plus 2022 A
3 Stars3 out of 5 Stars
1.44%
-0.28%
CanadaRBF5731
RBC Target 2025 Education Fund F
4 Stars4 out of 5 Stars
0.84%
-3.38%
CanadaRBF1048
RBC Target 2025 Education Fund D
4 Stars4 out of 5 Stars
0.95%
-3.49%
CanadaRBF595
RBC Target 2025 Education Sr A
3 Stars3 out of 5 Stars
1.62%
-4.13%
CanadaBMO70169
BMO Target Education 2025 Portfolio A
3 Stars3 out of 5 Stars
1.56%
-4.25%
CanadaAIM5611
Invesco Intactive 2023 Portfolio
1 Star1 out of 5 Stars
2.37%
-4.65%
CanadaAIM5613
Invesco Intactive 2023 Portfolio
1 Star1 out of 5 Stars
2.37%
-4.65%
CanadaFID025
Fidelity ClearPath 2025 Port Series F
5 Stars5 out of 5 Stars
1.05%
-4.76%
CanadaBMO97412
BMO LifeStage Plus 2025 Advisor
3 Stars3 out of 5 Stars
1.43%
-5.63%
CanadaBMO99412
BMO LifeStage Plus 2025 Advisor
3 Stars3 out of 5 Stars
1.43%
-5.63%
CanadaBMO70412
BMO LifeStage Plus 2025 A
3 Stars3 out of 5 Stars
1.44%
-5.63%
CanadaFID725
Fidelity ClearPath 2025 Port Series B
4 Stars4 out of 5 Stars
2.18%
-5.82%
CanadaFID425
Fidelity ClearPath 2025 Port Series A
4 Stars4 out of 5 Stars
2.40%
-6.03%
CanadaCCM8020
IA Clarington Target Click 2025
2 Stars2 out of 5 Stars
2.13%
-6.55%
CanadaCCM8021
IA Clarington Target Click 2025
2 Stars2 out of 5 Stars
2.13%
-6.55%
Show TD Mutual Funds FirstSelect AllGo

2025 Target Date Portfolio

These are target-date funds that mature in 2025 or earlier and after 2020. Funds in the Target Date fund group comply with the Balanced fund category criteria but have specific, pre-determined maturity dates and a stated mandate to adjust their target asset allocation weightings over time as they approach their maturity dates. Upon maturity, funds in the Target Date fund group will be moved out of the Target Date group and included in the appropriate Fixed Income or Balanced fund category.

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
CanadaRBF5731
RBC Target 2025 Education Fund F
0.84%
CanadaRBF1048
RBC Target 2025 Education Fund D
0.95%
CanadaRBF1920
PH&N LifeTime 2025 Fund D
0.97%
CanadaFID025
Fidelity ClearPath 2025 Port Series F
1.05%
CanadaBMO97412
BMO LifeStage Plus 2025 Advisor
1.43%
CanadaBMO99412
BMO LifeStage Plus 2025 Advisor
1.43%
CanadaBMO70416
BMO LifeStage Plus 2022 A
1.44%
CanadaBMO97416
BMO LifeStage Plus 2022 Advisor
1.44%
CanadaBMO99416
BMO LifeStage Plus 2022 Advisor
1.44%
CanadaBMO70412
BMO LifeStage Plus 2025 A
1.44%