Gold Equity Balanced Funds

This list highlights the top-performing Equity Balanced Funds, including both Canadian and Global funds, as rated by Morningstar. Canadian Equity Balanced Funds invest at least 70% of their total assets in a combination of Canadian equities and Canadian-dollar-denominated bonds, with 60% to 90% of their assets in equities. Global Equity Balanced Funds, on the other hand, invest less than 70% of their assets in Canadian securities, focusing on a global mix of equity and fixed income, with 60% to 90% of their assets allocated to equities. Both types aim to offer substantial growth potential with a balanced approach.

Gold-rated funds are expected to deliver the best results in their category. Actively managed funds aim to outperform their index and rank in the top 15% of their Morningstar Category. Passively managed funds aim to match or slightly exceed their index, also ranking in the top 15% of their Morningstar Category.

Name	Fund Size (Base Currency)	12 Month Yield	Total Return Rank in Category 1 Year	Total Return Rank in Category 3 Year	Total Return Rank in Category 5 Year	Minimum Initial Investment
TD Dividend Income Fund - N Series	$5.68B	2.00	12	10	9	—
SEI Growth 80/20 Class F	$764.24M	1.72	3	5	7	$500
Fidelity Global Growth Private Pool F8	$545.70M	0.21	2	1	—	$150,000
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$694.83M	2.01	40	19	9	$500
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$14.89B	0.00	2	1	1	$5,000
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$1.52B	1.42	1	1	1	$5,000
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$1.48B	0.00	1	1	1	$500
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$3.88B	0.32	2	1	2	$5,000
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$3.88B	0.33	2	1	2	$500
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$673.83M	1.07	11	3	4	$5,000
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$673.83M	1.10	11	3	4	$500
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$14.89B	0.00	2	1	2	$500
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$545.70M	0.22	1	1	—	$150,000
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$2.84B	1.57	7	2	4	$2,000
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$3.88B	0.92	20	2	—	$5,000
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$3.74B	1.31	90	68	5	$20,000
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$1.48B	0.00	1	1	1	$5,000
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$14.89B	0.00	2	1	2	$5,000
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$1.52B	1.42	1	1	1	$5,000
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$483.38M	0.00	63	4	9	$500
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$376.26M	0.55	1	1	1	$5,000
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$694.83M	2.19	40	19	9	$5,000
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$2.37B	2.00	20	11	10	$50
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$2.84B	1.39	7	2	3	$2,000
LOCK\|Kx?%& $n<qp $RBVp?$ rl@#<J z^!N<#X (sB!#@<) - %fCd&& Nlp	$1.52B	1.44	1	1	1	$500