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Search Criteria - - - Stocks (0)
CompanyCountrySymbol
  • Fund Categories
    Financial Services Equity
    (Canada)
  • YTD Change+25.78%
  • 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
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X Axis Label
RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaIGI358
IG Mackenzie Global Financial Svcs A
4 Stars4 Stars
2.77%
+57.16%
CanadaFID3202
Fidelity Global Financial Services Sr P1
4 Stars4 Stars
1.09%
+42.86%
CanadaFID608
Fidelity Global Financial Services Sr F
5 Stars5 Stars
1.20%
+42.73%
CanadaFID618
Fidelity Global Financial Services Cl F
4 Stars4 Stars
1.20%
+42.72%
CanadaCIB505
CIBC Financial Companies
2 Stars2 Stars
2.45%
+41.45%
CanadaFID248
Fidelity Global Financial Svc Sr B
4 Stars4 Stars
2.33%
+41.12%
CanadaFID288
Fidelity Global Financial Svc Sr B U$
4 Stars4 Stars
2.33%
+41.12%
CanadaFID218
Fidelity Global Financial Services Cl B
4 Stars4 Stars
2.33%
+41.11%
CanadaFID518
Fidelity Global Financial Services Cl A
3 Stars3 Stars
2.52%
+40.86%
CanadaFID548
Fidelity Global Financial Svc Sr A
3 Stars3 Stars
2.55%
+40.79%
CanadaFID588
Fidelity Global Financial Svc Sr A U$
3 Stars3 Stars
2.55%
+40.79%
CanadaBMO95765
BMO Covered Call Canadian Banks ETF Fund Series F
3 Stars3 Stars
0.73%
+38.70%
CanadaBMO31765
BMO Covered Call Canadian Banks ETF D
3 Stars3 Stars
0.80%
+38.62%
CanadaBMO70765
BMO Covered Call Canadian Banks ETF A
2 Stars2 Stars
1.64%
+37.43%
CanadaDYN231
Dynamic Financial Services Series F
5 Stars5 Stars
1.33%
+37.11%
CanadaDYN201G
Dynamic Financial Services Series G
5 Stars5 Stars
2.32%
+35.76%
CanadaDYN311G
Dynamic Financial Services Series G
5 Stars5 Stars
2.32%
+35.76%
CanadaDYN201
Dynamic Financial Services
5 Stars5 Stars
2.45%
+35.59%
CanadaDYN311
Dynamic Financial Services
5 Stars5 Stars
2.45%
+35.59%
CanadaDYN1111
Dynamic Financial Services Series T
5 Stars5 Stars
2.45%
+35.58%
CanadaDYN1311
Dynamic Financial Services Series T
5 Stars5 Stars
2.45%
+35.58%
CanadaHRV102
Harvest Banks and Buildings Income Cl D
2 Stars2 Stars
4.21%
+33.22%
CanadaHRV100
Harvest Banks and Buildings Income Cl A
1 Star1 Star
5.36%
+31.72%
Show TD Mutual Funds FirstSelect AllGo

Financial Services Equity

Funds in the Financial Services Equity category must invest at least 90% of their equity holdings in the Financials sector according to S&P Global Industry Classification Standard (GICS®).

FUND STRATEGIES

Data as of Thursday, Sep 30, 2021
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
CanadaBMO95765
BMO Covered Call Canadian Banks ETF Fund Series F
0.73%
CanadaBMO31765
BMO Covered Call Canadian Banks ETF D
0.80%
CanadaFID3202
Fidelity Global Financial Services Sr P1
1.09%
CanadaFID618
Fidelity Global Financial Services Cl F
1.20%
CanadaFID608
Fidelity Global Financial Services Sr F
1.20%
CanadaDYN231
Dynamic Financial Services Series F
1.33%
CanadaBMO70765
BMO Covered Call Canadian Banks ETF A
1.64%
CanadaDYN201G
Dynamic Financial Services Series G
2.32%
CanadaDYN311G
Dynamic Financial Services Series G
2.32%
CanadaFID218
Fidelity Global Financial Services Cl B
2.33%