Gold Neutral Balanced Funds
This list highlights the top-performing Neutral Balanced Funds, including both Canadian and Global funds, as rated by Morningstar. Canadian Neutral Balanced Funds invest at least 70% of their total assets in a combination of Canadian equities and Canadian-dollar-denominated bonds, with between 40% and 60% of their assets in equities. Global Neutral 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 40% to 60% of their assets allocated to equities. Both types aim to offer a balanced approach, combining growth and income potential.
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
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
|
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 Managed Balanced Growth ETF Portfolio F | $4.75B | 1.81 | 7 | 3 | 4 | $2,000 | ||
| RBC Managed Payout Solution-Enhanced Plus F | $3.87B | 4.52 | 20 | 12 | 8 | $500 | ||
| Fidelity All-in-One Balanced ETF Fund - F5 | $7.16B | 1.40 | 20 | 5 | — | $5,000 | ||
$6.49B | 0.46 | 3 | 3 | 3 | $150,000 | |||
US$272.52M | 1.47 | 24 | 1 | — | US$500 | |||
$522.77M | 1.66 | 19 | 2 | 1 | $150,000 | |||
$508.36M | 0.14 | 31 | 3 | 8 | $150,000 | |||
$2.63B | 1.67 | 83 | 5 | 2 | $5,000 | |||
$4.75B | 2.00 | 7 | 3 | 4 | $2,000 | |||
US$2.18B | 1.66 | 84 | 4 | 2 | US$5,000 | |||
US$2.18B | 1.84 | 83 | 3 | 2 | — | |||
$2.40B | 2.36 | 1 | 2 | 4 | $500 | |||
$9.17B | 0.22 | 3 | 2 | 3 | $5,000 | |||
$958.90M | 0.42 | 3 | 2 | 3 | $5,000 | |||
$6.49B | 0.44 | 3 | 3 | 3 | $150,000 | |||
$2.63B | 1.69 | 86 | 5 | 2 | $5,000 | |||
US$2.66B | 4.98 | 56 | 3 | — | US$500 | |||
$101.22M | 1.57 | 1 | 2 | 4 | $500 | |||
$101.22M | 1.59 | 1 | 2 | 4 | $5,000 | |||
$1.13B | 0.54 | 3 | 3 | 3 | $150,000 | |||
$508.36M | 0.14 | 31 | 3 | 8 | $150,000 | |||
$508.36M | 0.14 | 31 | 3 | 8 | $150,000 | |||
$589.05M | 1.39 | 1 | 1 | 1 | $5,000 | |||
$522.77M | 2.07 | 19 | 2 | 1 | $150,000 | |||
$25.72B | 0.19 | 3 | 2 | 2 | $5,000 |
