Mutual Fund Tools
Markets are random but your portfolio shouldn’t be. Select the right mutual funds to align to your investment strategy with these easy-to-use tools.
fundXplorer
Search thousands of top Canadian mutual funds by multiple, customizable criteria including quadrant, class, and sector. Plus, generate simulated performance charts for multiple funds.
Portfolio Planner
Based on your input, Portfolio Planner considers your risk tolerance and time horizon to give you a personalized asset allocation. It then automatically suggests mutual funds suited to your investment objectives.