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Search Criteria - - - Stocks (0)
CompanyCountrySymbol
  • Fund Categories
    Financial Services Equity
    (Canada)
  • YTD Change+22.19%
  • Avg. MER*0.48%

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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RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaBMO95262
BMO Canadian Banks ETF Fund Series F
-1 out of 5 Stars
0.28%
+43.38%
CanadaCIB138
CIBC Financial Companies Fund F
3 Stars3 out of 5 Stars
1.00%
+41.75%
CanadaDYN231
Dynamic Financial Services Series F
4 Stars4 out of 5 Stars
1.34%
+40.97%
CanadaCIB505
CIBC Financial Companies
3 Stars3 out of 5 Stars
2.14%
+40.13%
CanadaDYN201G
Dynamic Financial Services Series G
4 Stars4 out of 5 Stars
2.32%
+39.59%
CanadaDYN311G
Dynamic Financial Services Series G
4 Stars4 out of 5 Stars
2.32%
+39.59%
CanadaDYN201
Dynamic Financial Services
4 Stars4 out of 5 Stars
2.46%
+39.41%
CanadaDYN311
Dynamic Financial Services
4 Stars4 out of 5 Stars
2.46%
+39.41%
CanadaDYN1111
Dynamic Financial Services Series T
4 Stars4 out of 5 Stars
2.46%
+39.40%
CanadaDYN1311
Dynamic Financial Services Series T
4 Stars4 out of 5 Stars
2.46%
+39.40%
CanadaFID608
Fidelity Global Financial Services Sr F
4 Stars4 out of 5 Stars
1.13%
+37.35%
CanadaFID688
Fidelity Global Financial Services Sr F
4 Stars4 out of 5 Stars
1.13%
+37.35%
CanadaFID618
Fidelity Global Financial Services Cl F
4 Stars4 out of 5 Stars
1.14%
+37.17%
CanadaFID248
Fidelity Global Financial Services Sr B
4 Stars4 out of 5 Stars
2.26%
+35.79%
CanadaFID288
Fidelity Global Financial Services Sr B
4 Stars4 out of 5 Stars
2.26%
+35.79%
CanadaFID218
Fidelity Global Financial Services Cl B
4 Stars4 out of 5 Stars
2.27%
+35.63%
CanadaFID548
Fidelity Global Financial Services Sr A
3 Stars3 out of 5 Stars
2.53%
+35.44%
CanadaFID588
Fidelity Global Financial Services Sr A
3 Stars3 out of 5 Stars
2.53%
+35.44%
CanadaFID518
Fidelity Global Financial Services Cl A
4 Stars4 out of 5 Stars
2.49%
+35.32%
CanadaBMO95765
BMO Covered Call Canadian Banks ETF Fund Series F
3 Stars3 out of 5 Stars
0.73%
+33.35%
CanadaBMO70765
BMO Covered Call Canadian Banks ETF Fund Series A
3 Stars3 out of 5 Stars
1.63%
+32.18%
CanadaHRV102
Harvest Banks and Buildings Income Cl D
2 Stars2 out of 5 Stars
5.77%
+31.28%
CanadaHRV100
Harvest Banks and Buildings Income Class A
2 Stars2 out of 5 Stars
7.14%
+29.74%
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, Oct 31, 2024
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
CanadaBMO95262
BMO Canadian Banks ETF Fund Series F
0.28%
CanadaBMO95765
BMO Covered Call Canadian Banks ETF Fund Series F
0.73%
CanadaCIB138
CIBC Financial Companies Fund F
1.00%
CanadaFID608
Fidelity Global Financial Services Sr F
1.13%
CanadaFID688
Fidelity Global Financial Services Sr F
1.13%
CanadaFID618
Fidelity Global Financial Services Cl F
1.14%
CanadaDYN231
Dynamic Financial Services Series F
1.34%
CanadaBMO70765
BMO Covered Call Canadian Banks ETF Fund Series A
1.63%
CanadaCIB505
CIBC Financial Companies
2.14%
CanadaFID248
Fidelity Global Financial Services Sr B
2.26%