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Search Criteria - - - Stocks (0)
CompanyCountrySymbol
  • Fund Categories
    Preferred Share Fixed Income
    (Canada)
  • YTD Change+6.53%
  • Avg. MER*0.75%

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
CanadaNBC710
NBI Preferred Equity Fund - F
4 Stars4 out of 5 Stars
0.72%
+10.93%
CanadaPFC1901
Purpose Canadian Preferred Share Fund Series F
5 Stars5 out of 5 Stars
0.93%
+9.03%
CanadaDYN2903
Dynamic Preferred Yield Class Series F
5 Stars5 out of 5 Stars
0.76%
+8.20%
CanadaPFC1900
Purpose Canadian Preferred Share Sr A
4 Stars4 out of 5 Stars
1.75%
+8.15%
CanadaLYZ920F
Lysander-Slater Preferred Share Dividend Fund Series F
3 Stars3 out of 5 Stars
0.92%
+8.14%
CanadaGOC41831
Canoe Preferred Share Portfolio Class FX
4 Stars4 out of 5 Stars
0.78%
+7.68%
CanadaNBC780
NBI Preferred Equity Income Fund - F
4 Stars4 out of 5 Stars
0.71%
+7.62%
CanadaGOC4183
Canoe Preferred Share Portfolio Class F
3 Stars3 out of 5 Stars
0.99%
+7.44%
CanadaDYN2900
Dynamic Preferred Yield Class
4 Stars4 out of 5 Stars
1.57%
+7.34%
CanadaNBC480
NBI Preferred Equity Income A
3 Stars3 out of 5 Stars
1.55%
+6.71%
CanadaNBC580
NBI Preferred Equity Income A
3 Stars3 out of 5 Stars
1.55%
+6.71%
CanadaDJT07161
Desjardins Canadian Preferred Shr Ser D
3 Stars3 out of 5 Stars
0.96%
+6.47%
CanadaBMO95730
BMO Preferred Share F
2 Stars2 out of 5 Stars
0.90%
+6.37%
CanadaDJT00161
Desjardins Canadian Preferred Shr Ser A
2 Stars2 out of 5 Stars
1.54%
+5.86%
CanadaBMO70730
BMO Preferred Share A
1 Star1 out of 5 Stars
1.90%
+5.30%
CanadaBMO97730
BMO Preferred Share Advisor
1 Star1 out of 5 Stars
1.90%
+5.30%
CanadaBMO98730
BMO Preferred Share Advisor
1 Star1 out of 5 Stars
1.90%
+5.30%
CanadaBMO99730
BMO Preferred Share Advisor
1 Star1 out of 5 Stars
1.90%
+5.30%
Show TD Mutual Funds FirstSelect AllGo

Preferred Share Fixed Income

Funds in the Preferred Share Fixed Income category must invest at least 90% of their fixed income holdings in preferred shares.

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
CanadaNBC780
NBI Preferred Equity Income Fund - F
0.71%
CanadaNBC710
NBI Preferred Equity Fund - F
0.72%
CanadaDYN2903
Dynamic Preferred Yield Class Series F
0.76%
CanadaGOC41831
Canoe Preferred Share Portfolio Class FX
0.78%
CanadaBMO95730
BMO Preferred Share F
0.90%
CanadaLYZ920F
Lysander-Slater Preferred Share Dividend Fund Series F
0.92%
CanadaPFC1901
Purpose Canadian Preferred Share Fund Series F
0.93%
CanadaDJT07161
Desjardins Canadian Preferred Shr Ser D
0.96%
CanadaGOC4183
Canoe Preferred Share Portfolio Class F
0.99%
CanadaDJT00161
Desjardins Canadian Preferred Shr Ser A
1.54%