Tools

Portfolio Builder

It’s easy to build your own portfolio of PH&N and RBC funds. Use the criteria below to select funds based on their risk level or asset class. Simply click on "Add Fund to Portfolio" to build a portfolio.

Please note that this tool is meant to provide you with information and guidance about investing, but it should not be a substitute for advice provided by an investment professional.

Fund Family
Fund Risk Level
Fund Asset Class
Funds
  • PH&N Canadian Money Market Fund-D
  • PH&N $U.S. Money Market Fund-D
  • PH&N Short Term Bond & Mortgage Fund-D
  • PH&N Bond Fund-D
  • PH&N Community Values Bond Fund-D
  • PH&N Total Return Bond Fund-D
  • PH&N Inflation-Linked Bond-D
  • PH&N High Yield Bond Fund-D
  • PH&N Monthly Income Fund-D
  • PH&N Balanced Fund-D
  • PH&N Community Values Balanced Fund-D
  • BonaVista Global Balanced Fund-D
  • PH&N Dividend Income Fund-D
  • PH&N Canadian Equity Fund-D
  • PH&N Community Values Canadian Equity Fund-D
  • PH&N Canadian Equity Value Fund-D
  • PH&N Canadian Growth Fund-D
  • PH&N Canadian Income Fund-D
  • PH&N Vintage Fund-D
  • BonaVista Canadian Equity Value Fund-D
  • PH&N U.S. Dividend Income Fund-D
  • PH&N U.S. Multi-style All-Cap Equity Fund-D
  • PH&N U.S. Equity Fund-D
  • PH&N Currency-Hedged U.S. Equity Fund-D
  • PH&N U.S. Growth Fund-D
  • PH&N Overseas Equity Fund-D
  • PH&N Currency-Hedged Overseas Equity Fund-D
  • PH&N Global Equity Fund-D
  • PH&N Community Values Global Equity Fund-D
  • PH&N LifeTime 2015 Fund-D
  • PH&N LifeTime 2020 Fund-D
  • PH&N LifeTime 2025 Fund-D
  • PH&N LifeTime 2030 Fund-D
  • PH&N LifeTime 2035 Fund-D
  • PH&N LifeTime 2040 Fund-D
  • PH&N LifeTime 2045 Fund-D
  • PH&N LifeTime 2050 Fund-D
  • RBC Canadian T-Bill Fund-D
  • RBC Canadian Money Market Fund-D
  • RBC $U.S. Money Market Fund-D
  • RBC Canadian Short-Term Income Fund-D
  • RBC Monthly Income Bond Fund-D
  • RBC Bond Fund-D
  • RBC Canadian Government Bond Index Fund-A
  • RBC Global Bond Fund-D
  • RBC $U.S. Investment Grade Corporate Bond Fund-D
  • RBC Global Corporate Bond Fund-D
  • RBC High Yield Bond Fund-D
  • RBC $U.S. High Yield Bond Fund-D
  • RBC Global High Yield Bond Fund-D
  • RBC Strategic Income Bond Fund-D
  • RBC Emerging Markets Foreign Exchange Fund-D
  • RBC Emerging Markets Bond Fund C$-D
  • RBC Emerging Markets Bond Fund C$ US$-D
  • BlueBay Global Monthly Income Bond Fund-D
  • BlueBay Emerging Markets Corporate Bond Fund-D
  • BlueBay Global Convertible Bond Fund (Canada)-D
  • BlueBay $U.S. Global Convertible Bond Fund (Canada)-D
  • RBC U.S. Monthly Income Fund C$-D
  • RBC U.S. Monthly Income Fund US$-D
  • RBC Balanced Fund-D
  • RBC Balanced Growth & Income Fund-D
  • RBC Global Balanced Fund-D
  • RBC Jantzi Balanced Fund-D
  • RBC Target 2020 Education Fund-D
  • RBC Target 2025 Education Fund-D
  • RBC Target 2030 Education Fund-D
  • RBC Canadian Dividend Fund C$-D
  • RBC Canadian Dividend Fund US$-D
  • RBC Canadian Equity Fund-D
  • RBC QUBE Low Volatility Canadian Equity Fund-D
  • RBC Jantzi Canadian Equity Fund-D
  • RBC Canadian Index Fund-A
  • RBC O'Shaughnessy Canadian Equity Fund-D
  • RBC O'Shaughnessy All-Canadian Equity Fund-D
  • RBC Canadian Equity Income Fund-D
  • RBC Canadian Small & Mid-Cap Resources Fund
  • RBC North American Value Fund-D
  • RBC North American Growth Fund-D
  • RBC U.S. Dividend Fund C$-D
  • RBC U.S. Dividend Fund US$-D
  • RBC U.S. Dividend Currency Neutral Fund-D
  • RBC U.S. Equity Fund (CAD)-D
  • RBC U.S. Equity Fund (US$)-D
  • RBC U.S. Equity Currency Neutral Fund-D
  • RBC QUBE Low Volatility U.S. Equity Fund C$-D
  • RBC QUBE Low Volatility U.S. Equity Fund US$-D
  • RBC QUBE Low Volatility U.S. Equity Currency Neutral Fund-D
  • RBC U.S. Equity Value Fund C$-D
  • RBC U.S. Equity Value Fund US$-D
  • RBC U.S. Index Fund-A
  • RBC U.S. Index Currency Neutral Fund-A
  • RBC O'Shaughnessy U.S. Value Fund-D
  • RBC U.S. Mid-Cap Equity Fund C$-D
  • RBC U.S. Mid-Cap Equity Fund US$-D
  • RBC U.S. Mid-Cap Equity Currency Neutral Fund-D
  • RBC U.S. Mid-Cap Value Equity Fund C$-D
  • RBC U.S. Mid-Cap Value Equity Fund US$-D
  • RBC U.S. Small-Cap Core Equity Fund C$-D
  • RBC U.S. Small-Cap Core Equity Fund US$-D
  • RBC U.S. Small-Cap Value Equity Fund-D
  • RBC O'Shaughnessy U.S. Growth Fund-D
  • RBC O'Shaughnessy U.S. Growth Fund II-D
  • RBC Life Science and Technology Fund-D
  • RBC International Dividend Growth Fund-D
  • RBC International Equity Fund C$-D
  • RBC International Equity Fund US$-D
  • RBC International Equity Currency Neutral Fund-D
  • RBC International Index Currency Neutral-A
  • RBC O'Shaughnessy International Equity Fund-D
  • RBC European Dividend Fund-D
  • RBC European Equity Fund-D
  • RBC Asian Equity Fund-D
  • RBC Asia Pacific ex-Japan Equity Fund-D
  • RBC Japanese Equity Fund-D
  • RBC Emerging Markets Dividend Fund-D
  • RBC Emerging Markets Equity Fund C$-D
  • RBC Emerging Markets Equity Fund US$-D
  • RBC Emerging Markets Small-Cap Equity Fund-D
  • RBC Global Dividend Growth Fund C$-D
  • RBC Global Dividend Growth Fund US$-D
  • RBC Global Dividend Growth Currency Neutral Fund-D
  • RBC Global Equity Fund C$-D
  • RBC Global Equity Fund US$-D
  • RBC Global Equity Focus Fund C$-D
  • RBC Global Equity Focus Fund US$-D
  • RBC QUBE Low Volatility Global Equity Fund C$-D
  • RBC QUBE Low Volatility Global Equity Fund US$-D
  • RBC Jantzi Global Equity Fund-D
  • RBC O'Shaughnessy Global Equity Fund-D
  • RBC Global Energy Fund-D
  • RBC Global Precious Metals Fund-D
  • RBC Global Resources Fund-D
  • RBC Global Technology Fund-D
  • RBC Short Term Income Class-D
  • RBC $U.S. Short-Term Income Class-D
  • PH&N Monthly Income Class-D
  • BlueBay Global Convertible Bond Class-D
  • BlueBay $U.S. Global Convertible Bond Class US$-D
  • RBC Canadian Dividend Class-D
  • RBC Canadian Dividend Class US$-D
  • RBC Canadian Equity Class-D
  • RBC QUBE Low Volatility Canadian Equity Class-D
  • PH&N Canadian Equity Value Class-D
  • RBC Canadian Equity Income Class-D
  • RBC Canadian Mid Cap Equity Class-D
  • RBC North American Value Class-D
  • RBC U.S. Dividend Class C$-D
  • RBC U.S. Dividend Class US$-D
  • RBC U.S. Equity Class-D
  • RBC U.S. Equity Class US$-D
  • PH&N U.S. Multi-Style All-Cap Equity Class-D
  • RBC QUBE Low Volatility U.S. Equity Class-D
  • RBC QUBE Low Volatility U.S. Equity Class US$-D
  • RBC U.S. Equity Value Class-D
  • RBC U.S. Equity Value Class US$-D
  • RBC U.S. Mid-Cap Value Equity Class-D
  • RBC U.S. Mid-Cap Value Equity Class US$-D
  • RBC U.S. Small-Cap Core Equity Class-D
  • RBC U.S. Small-Cap Core Equity Class US$-D
  • RBC International Equity Class-D
  • RBC International Equity Class US$-D
  • RBC European Equity Class-D
  • PH&N Overseas Equity Class-D
  • RBC Emerging Markets Equity Class-D
  • RBC Emerging Markets Equity Class US$-D
  • RBC Global Equity Class-D
  • RBC Global Equity Class US$-D
  • RBC QUBE Low Volatility Global Equity Class-D
  • RBC QUBE Low Volatility Global Equity Class US$-D
  • RBC Global Resources Class-D

Short Term Bond & Mortgage Fund

--
Code
--
Risk
--
MER
--
Category Avg. MER
--

Investment Objectives

This fund has been added
Fund Name Asset Class Risk MER Remove