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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.
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RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaDFA492
DFA US Vector Equity Class F(H)
1 Star1 Star
0.40%
+50.75%
CanadaMMF9026
Manulife U.S. Dollar U.S. All Cap Equity Fund Ser F
4 Stars4 Stars
1.18%
+50.12%
CanadaCCM1510
IA Clarington U.S. Equity Currency Neutral Fund Series F
1 Star1 Star
1.09%
+47.09%
CanadaFID4094
Fidelity US High Div CcyNetrl Idx ETF B
1 Star1 Star
1.77%
+46.08%
CanadaCGF706
Counsel US Value Series F
1 Star1 Star
1.18%
+45.23%
CanadaCCM150
IA Clarington US Eq Ccy Netrl Ser A
1 Star1 Star
2.49%
+45.05%
CanadaCCM151
IA Clarington US Eq Ccy Netrl Ser A
1 Star1 Star
2.49%
+45.05%
CanadaCCM154
IA Clarington US Eq Ccy Netrl Ser A U$
1 Star1 Star
2.49%
+45.05%
CanadaCCM155
IA Clarington US Eq Ccy Netrl Ser A U$
1 Star1 Star
2.49%
+45.05%
CanadaCCM3601
IA Clarington US Eq Ccy Netrl Ser T6
1 Star1 Star
2.51%
+45.01%
CanadaCCM3602
IA Clarington US Eq Ccy Netrl Ser T6
1 Star1 Star
2.51%
+45.01%
CanadaCCM3605
IA Clarington US Eq Ccy Netrl Ser T6 U$
1 Star1 Star
2.51%
+45.01%
CanadaCCM3606
IA Clarington US Eq Ccy Netrl Ser T6 U$
1 Star1 Star
2.51%
+45.01%
CanadaFID2617
Fidelity US All Cap Currency Neutral Class Series F
2 Stars2 Stars
1.22%
+44.92%
CanadaDFA445
DFA US Core Equity Class F (H)
3 Stars3 Stars
0.28%
+44.48%
CanadaRBF616
RBC O'Shaughnessy U.S. Value Fund F
1 Star1 Star
0.93%
+44.15%
CanadaRBF1025
RBC O'Shaughnessy US Value Sr D
1 Star1 Star
1.22%
+43.74%
CanadaCGF106
Counsel US Value Sr A
1 Star1 Star
2.41%
+43.43%
CanadaCGF116
Counsel US Value Sr A
1 Star1 Star
2.41%
+43.43%
CanadaRBF552
RBC O'Shaughnessy US Value Sr A
1 Star1 Star
1.51%
+43.35%
CanadaMMF4025
Manulife U.S. Equity Private Pool Series F
4 Stars4 Stars
1.03%
+42.78%
CanadaMMF1051
Manulife U.S. All Cap Equity Class Series FT6
4 Stars4 Stars
1.15%
+42.41%
CanadaMMF8639
Manulife U.S. All Cap Equity Class Series F
3 Stars3 Stars
1.16%
+42.38%
CanadaMMF9674
Manulife U.S. All Cap Equity Class Series F
3 Stars3 Stars
1.16%
+42.38%
CanadaMMF4615
Manulife U.S. All Cap Equity Fund Series F
3 Stars3 Stars
1.20%
+42.32%
CanadaTDB908
TD NASDAQ Index - e
5 Stars5 Stars
0.50%
+42.30%
CanadaTDB441
TD NASDAQ Index - F
5 Stars5 Stars
0.56%
+42.23%
CanadaTDB217
TD US Index I
4 Stars4 Stars
0.50%
+42.19%
CanadaTDB661
TD US Index I
4 Stars4 Stars
0.50%
+42.19%
CanadaMMF34615
Manulife US All Cap Equity D
4 Stars4 Stars
1.52%
+41.76%
CanadaTDB981
TD NASDAQ Index - I
5 Stars5 Stars
1.00%
+41.58%
CanadaTDB440
TD US Index Currency Neutral - F
4 Stars4 Stars
0.16%
+41.48%
CanadaMMF1955
Manulife US Equity Priv Pool Adv
3 Stars3 Stars
2.08%
+41.30%
CanadaMMF1959
Manulife US Equity Priv Pool Adv U$
3 Stars3 Stars
2.08%
+41.30%
CanadaFID1170
Fidelity U.S. Dividend Currency Netural Fund Series F
2 Stars2 Stars
1.20%
+41.26%
CanadaTDB904
TD US Index Currency Neutral - e
4 Stars4 Stars
0.33%
+41.23%
CanadaFID1178
Fidelity U.S. Dividend Currency Netural Fund Series F8
2 Stars2 Stars
1.22%
+41.20%
CanadaTDB655
TD US Index Currency Neutral - I
4 Stars4 Stars
0.50%
+41.01%
CanadaBMO70803
BMO US Dollar Equity Index A
4 Stars4 Stars
0.98%
+41.00%
CanadaRBF558
RBC US Index Currency Neutral
3 Stars3 Stars
0.61%
+40.85%
CanadaCIG18172
CI U.S. Stock Selection Class O
-1 Star
0.17%
+40.83%
CanadaMMF1234
Manulife US All Cap Equity T6
3 Stars3 Stars
2.27%
+40.81%
CanadaMMF1334
Manulife US All Cap Equity T6
3 Stars3 Stars
2.27%
+40.81%
CanadaMMF1534
Manulife US All Cap Equity T6
3 Stars3 Stars
2.27%
+40.81%
CanadaMMF4147
Manulife US All Cap Equity Adv
3 Stars3 Stars
2.29%
+40.79%
CanadaMMF4415
Manulife US All Cap Equity Adv
3 Stars3 Stars
2.29%
+40.79%
CanadaMMF4515
Manulife US All Cap Equity Adv
3 Stars3 Stars
2.29%
+40.79%
CanadaMMF4715
Manulife US All Cap Equity Adv
3 Stars3 Stars
2.29%
+40.79%
CanadaBMO31722
BMO US Equity ETF D
3 Stars3 Stars
0.72%
+40.56%
CanadaFID1857
Fidelity US Equity Ccy Netrl Priv Pl F8
3 Stars3 Stars
1.11%
+40.40%
CanadaFID1657
Fidelity US Equity Ccy Netrl Priv Pl F
3 Stars3 Stars
1.11%
+40.39%
CanadaFID1757
Fidelity US Equity Ccy Netrl Priv Pl F5
3 Stars3 Stars
1.12%
+40.39%
CanadaFID1969
Fidelity American Disciplined Equity Currency Neutral Class F
3 Stars3 Stars
1.21%
+40.32%
CanadaFID1782
Fidelity American Disciplined Eq CN Cl F5
3 Stars3 Stars
1.24%
+40.26%
CanadaBMO70722
BMO US Equity ETF A
3 Stars3 Stars
0.99%
+40.17%
CanadaBIP141
Brandes US Equity
3 Stars3 Stars
2.35%
+39.90%
CanadaBIP143
Brandes US Equity U$
3 Stars3 Stars
2.35%
+39.90%
CanadaBIP241
Brandes US Equity
3 Stars3 Stars
2.35%
+39.90%
CanadaBIP243
Brandes US Equity U$
3 Stars3 Stars
2.35%
+39.90%
CanadaFID1139
Fidelity US Dividend Ccy Netrl Ser S5
1 Star1 Star
2.35%
+39.61%
CanadaRBF1024
RBC US Equity Currency Neutral Sr D
3 Stars3 Stars
1.06%
+39.55%
CanadaCIG54056
CI U.S. Equity Currency Neutrall Class F
3 Stars3 Stars
1.27%
+39.49%
CanadaRBF1431
RBC U.S. Dividend Cur Neutral Fund D
3 Stars3 Stars
1.05%
+39.41%
CanadaTDB3103
TD U.S. Equity Focused Ccy Netrl D
3 Stars3 Stars
1.53%
+39.26%
CanadaCIG7506
CI U.S. Stock Selection Fund Class F
3 Stars3 Stars
1.32%
+39.23%
CanadaFID1569
Fidelity American Discp Eq CN Cl S5
3 Stars3 Stars
2.36%
+38.80%
CanadaFID1369
Fidelity American Discp Eq CN Cl B
3 Stars3 Stars
2.35%
+38.74%
CanadaFRC4056
Russell Investments Focused US Equity Class Series C$HgdF
2 Stars2 Stars
1.24%
+38.71%
CanadaFID1469
Fidelity American Discp Eq CN Cl S8
3 Stars3 Stars
2.37%
+38.69%
CanadaFID1669
Fidelity American Discp Eq CN Cl T8
2 Stars2 Stars
2.39%
+38.67%
CanadaCIG514
CI U.S. Stock Selection Corporate Class F
3 Stars3 Stars
1.34%
+38.56%
CanadaCIG515
CI U.S. Stock Selection Corporate Class F
3 Stars3 Stars
1.34%
+38.56%
CanadaFRC796
Russell Investments Focused US Equity Pool CDN-H F
2 Stars2 Stars
1.11%
+38.46%
CanadaFID1069
Fidelity American Discp Eq CN Cl A
2 Stars2 Stars
2.57%
+38.44%
CanadaRBF133
RBC U.S. Equity Currency Neutral Fd A
2 Stars2 Stars
1.89%
+38.40%
CanadaRBF588
RBC US Equity Currency Neutral Sr A
2 Stars2 Stars
1.89%
+38.40%
CanadaRBF768
RBC U.S. Equity Currency Neutral Fd A
2 Stars2 Stars
1.89%
+38.40%
CanadaFID2069
Fidelity American Discp Eq CN Cl T5
2 Stars2 Stars
2.50%
+38.36%
CanadaRBF859
RBC US Eq Currency Neutral Adv
2 Stars2 Stars
1.91%
+38.35%
CanadaRBF431
RBC U.S. Dividend Cur Neutral Fund A
3 Stars3 Stars
1.88%
+38.24%
CanadaBMO31219
BMO US Dividend D
2 Stars2 Stars
1.22%
+38.16%
CanadaCIG264
CI U.S. Equity Corporate Class F
2 Stars2 Stars
1.34%
+37.94%
CanadaCIG7500
CI U.S. Stock Selection
3 Stars3 Stars
2.45%
+37.68%
CanadaCIG7505
CI U.S. Stock Selection
3 Stars3 Stars
2.45%
+37.68%
CanadaFRC4051
Russell Inv Focused US Equity Cl C$HgdB
1 Star1 Star
2.33%
+37.19%
CanadaFRC4057
Russell Inv Focused US Equity Cl C$HgdB
1 Star1 Star
2.33%
+37.19%
CanadaBMO70219
BMO US Dividend A
2 Stars2 Stars
1.93%
+37.19%
CanadaBMO97219
BMO US Dividend Advisor
2 Stars2 Stars
1.94%
+37.17%
CanadaBMO98219
BMO US Dividend Advisor
2 Stars2 Stars
1.94%
+37.17%
CanadaBMO99219
BMO US Dividend Advisor
2 Stars2 Stars
1.94%
+37.17%
CanadaCIG121T5
CI U.S. Stock Selection Corp Cl T5
2 Stars2 Stars
2.41%
+37.11%
CanadaCIG221T5
CI U.S. Stock Selection Corp Cl T5
2 Stars2 Stars
2.41%
+37.11%
CanadaCIG510
CI U.S. Stock Selection Corporate Cl A
2 Stars2 Stars
2.44%
+37.05%
CanadaCIG511
CI U.S. Stock Selection Corporate Cl A
2 Stars2 Stars
2.44%
+37.05%
CanadaCIG512
CI U.S. Stock Selection Corporate Cl A
2 Stars2 Stars
2.44%
+37.05%
CanadaCIG513
CI U.S. Stock Selection Corporate Cl A
2 Stars2 Stars
2.44%
+37.05%
CanadaCIG621T8
CI U.S. Stock Selection Corp Cl T8
2 Stars2 Stars
2.49%
+37.00%
CanadaCIG721T8
CI U.S. Stock Selection Corp Cl T8
2 Stars2 Stars
2.49%
+37.00%
CanadaFRC793
Russell Inv Focused US Eq Pool C$Hgd B
2 Stars2 Stars
2.26%
+36.93%
CanadaFRC798
Russell Inv Focused US Eq Pool C$Hgd B
2 Stars2 Stars
2.26%
+36.93%
Show TD Mutual Funds FirstSelect AllGo

US Equity

Funds in the U.S. Equity category must invest at least 90% of their equity holdings in securities domiciled in the United States, and their average market capitalization must be greater than the U.S. small/mid cap threshold.

FUND STRATEGIES

Data as of Sunday, Oct 31, 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
CanadaPCA004
SEI US Large Company Class O
0.10%
CanadaCIG18102
CI Select US Equity Managed Corp Cl O
0.16%
CanadaTDB440
TD US Index Currency Neutral - F
0.16%
CanadaCIG18172
CI U.S. Stock Selection Class O
0.17%
CanadaTDB439
TD U.S. Index Fund - F
0.17%
CanadaRBF5737
RBC U.S. Index Fund F
0.21%
CanadaDFA293
DFA US Core Equity Class F
0.27%
CanadaDFA445
DFA US Core Equity Class F (H)
0.28%
CanadaTDB904
TD US Index Currency Neutral - e
0.33%
CanadaTDB902
TD US Index e
0.33%