Search Criteria

Filter search criteria using below inputs

Click on magnifying glass icon to search

Search Criteria - - - Stocks (0)
CompanyCountrySymbol
  • Fund Categories
    2030 Target Date Portfolio
    (Canada)
  • YTD Change+0.54%
  • 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
Could not chart data
Not enough data to chart.
X Axis Label
RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaFID030
Fidelity ClearPath 2030 Port Series F
5 Stars5 out of 5 Stars
1.06%
+11.17%
CanadaFID730
Fidelity ClearPath 2030 Port Series B
4 Stars4 out of 5 Stars
2.19%
+9.91%
CanadaFID430
Fidelity ClearPath 2030 Port Series A
4 Stars4 out of 5 Stars
2.41%
+9.66%
CanadaRBF1631
RBC Retirement 2030 Portfolio F
5 Stars5 out of 5 Stars
0.85%
+9.58%
CanadaBMO95170
BMO Target Education 2030 Portfolio F
-1 out of 5 Stars
0.90%
+7.68%
CanadaRBF5732
RBC Target 2030 Education Fund F
4 Stars4 out of 5 Stars
0.89%
+7.44%
CanadaRBF1049
RBC Target 2030 Education Fund D
5 Stars5 out of 5 Stars
1.05%
+7.26%
CanadaBMO70170
BMO Target Education 2030 Portfolio A
3 Stars3 out of 5 Stars
1.56%
+6.97%
CanadaRBF549
RBC Target 2030 Education Fund A
4 Stars4 out of 5 Stars
1.83%
+6.40%
CanadaCCM8028
IA Clarington Target Click 2030 Sr F
3 Stars3 out of 5 Stars
1.32%
+5.69%
CanadaRBF361
Phillips, Hager & North LifeTime 2030 Series F
3 Stars3 out of 5 Stars
0.74%
+4.68%
CanadaRBF1930
PH&N LifeTime 2030 Fund D
3 Stars3 out of 5 Stars
1.02%
+4.40%
CanadaCCM8025
IA Clarington Target Click 2030 Sr A
1 Star1 out of 5 Stars
2.48%
+3.45%
CanadaCCM8026
IA Clarington Target Click 2030 Sr A
1 Star1 out of 5 Stars
2.48%
+3.45%
CanadaBMO31417
BMO LifeStage Plus 2026 D
3 Stars3 out of 5 Stars
1.10%
+2.45%
CanadaBMO31413
BMO LifeStage Plus 2030 D
1 Star1 out of 5 Stars
1.11%
+2.40%
CanadaBMO70417
BMO LifeStage Plus 2026 A
3 Stars3 out of 5 Stars
1.43%
+2.11%
CanadaBMO97417
BMO LifeStage Plus 2026 Advisor
3 Stars3 out of 5 Stars
1.44%
+2.11%
CanadaBMO99417
BMO LifeStage Plus 2026 Advisor
3 Stars3 out of 5 Stars
1.44%
+2.11%
CanadaBMO97413
BMO LifeStage Plus 2030 Advisor
2 Stars2 out of 5 Stars
1.41%
+2.09%
CanadaBMO99413
BMO LifeStage Plus 2030 Advisor
2 Stars2 out of 5 Stars
1.41%
+2.09%
CanadaBMO70413
BMO LifeStage Plus 2030 A
2 Stars2 out of 5 Stars
1.44%
+2.06%
Show TD Mutual Funds FirstSelect AllGo

2030 Target Date Portfolio

These are target-date funds that mature in 2030 or earlier and after 2025.

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
CanadaRBF361
Phillips, Hager & North LifeTime 2030 Series F
0.74%
CanadaRBF1631
RBC Retirement 2030 Portfolio F
0.85%
CanadaRBF5732
RBC Target 2030 Education Fund F
0.89%
CanadaBMO95170
BMO Target Education 2030 Portfolio F
0.90%
CanadaRBF1930
PH&N LifeTime 2030 Fund D
1.02%
CanadaRBF1049
RBC Target 2030 Education Fund D
1.05%
CanadaFID030
Fidelity ClearPath 2030 Port Series F
1.06%
CanadaBMO31417
BMO LifeStage Plus 2026 D
1.10%
CanadaBMO31413
BMO LifeStage Plus 2030 D
1.11%
CanadaCCM8028
IA Clarington Target Click 2030 Sr F
1.32%