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CompanyCountrySymbol
  • Fund Categories
    US Small/Mid Cap Equity
    (Canada)
  • YTD Change+9.10%
  • Avg. MER*---

RISK RETURN ANALYSIS & FUND DETAILS

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Show TD Mutual Funds FirstSelect AllGo
NameMorningstarMER1 Year Return
RBF5435
RBC U.S. Small-Cap Value Equity Fund F
0.94%
+26.20%
RBF1435
RBC U.S. Small-Cap Value Equity Fund D
1.24%
+25.85%
RBF693
RBC U.S. Small-Cap Core Equity Fund F
0.95%
+25.80%
RBF1093
RBC U.S. Small-Cap Core Equity Fund D
1.17%
+25.53%
RBF1543
RBC U.S. Small-Cap Core Equity Fund D U$
1.17%
+25.53%
BMO95214
BMO U.S. Small Cap Fund Series F
0.90%
+24.96%
RBF435
RBC U.S. Small-Cap Value Equity Fund A
2.05%
+24.83%
RBF493
RBC U.S. Small-Cap Core Equity Fund A
2.06%
+24.44%
RBF543
RBC U.S. Small-Cap Core Equity Fund A U$
2.06%
+24.44%
CIB280
CIBC U.S. Small Companies Fund F
1.32%
+23.32%
CIB281
CIBC U.S. Small Companies Fund F
1.32%
+23.32%
RBF5337
RBC U.S. Mid-Cap Growth Equity Fund F
0.93%
+22.70%
RBF617
RBC U.S. Mid-Cap Growth Equity Fund F
0.93%
+22.70%
RBF655
RBC O'Shaughnessy U.S. Growth Fund II F
1.05%
+22.49%
RBF1026
RBC U.S. Mid-Cap Growth Equity Fund D
1.22%
+22.39%
RBF1027
RBC U.S. Mid-Cap Growth Equity Fund D U$
1.22%
+22.39%
RBF1046
RBC O'Shaughnessy U.S. Growth Fund II D
1.26%
+22.22%
CIB495
CIBC US Small Companies
2.48%
+21.91%
CIB895
CIBC US Small Companies U$
2.48%
+21.91%
RBF336
RBC U.S. Mid-Cap Growth Equity Fund A
2.04%
+21.37%
RBF337
RBC U.S. Mid-Cap Growth Equity Fund A U$
2.04%
+21.37%
TDB2525
TD US Mid-Cap Growth - F
1.11%
+21.25%
TDB412
TD US Mid-Cap Growth - F
1.11%
+21.25%
RBF645
RBC U.S. Mid-Cap Growth Equity Currency Neutral Fund F
0.94%
+21.21%
RBF306
RBC O'Shaughnessy U.S. Growth Fund II A
2.16%
+21.16%
TDB2305
TD US Mid-Cap Growth Class - F
1.14%
+21.14%
AIM5527
Invesco Main Street U.S. Small Cap Class Series F
1.12%
+21.12%
AIM5528
Invesco Main Street U.S. Small Cap Class Series F
1.12%
+21.12%
TDB3012
TD U.S. Mid-Cap Growth Fund D-Series
1.33%
+21.02%
TDB3093
TD U.S. Mid-Cap Growth Fund D-Series
1.33%
+21.02%
TDB2319
TD US Mid-Cap Growth Class - D
1.35%
+20.94%
RBF1028
RBC U.S. Mid-Cap Grwth Eq Cur Ntl Fd D
1.22%
+20.91%
MAW180
Mawer U.S. Mid Cap Equity Fund Series A
1.45%
+20.76%
RBF618
RBC O'Shaughnessy U.S. Growth Fund F
0.93%
+20.42%
RBF1029
RBC O'Shaughnessy U.S. Growth Fund D
1.20%
+20.12%
RBF589
RBC U.S. Mid-Cap Grwth Eq Cur Ntl Fd A
2.04%
+19.90%
RBF551
RBC O'Shaughnessy U.S. Growth Fund A
1.49%
+19.77%
TDB221
TD US Mid-Cap Growth - I U$
2.44%
+19.66%
TDB974
TD US Mid-Cap Growth - I
2.44%
+19.66%
TDB126
TD US Mid-Cap Growth - A
2.45%
+19.66%
TDB2521
TD US Mid-Cap Growth - A
2.45%
+19.66%
TDB2522
TD US Mid-Cap Growth - A
2.45%
+19.66%
TDB2523
TD US Mid-Cap Growth - A
2.45%
+19.66%
TDB2524
TD US Mid-Cap Growth - A
2.45%
+19.66%
TDB312
TD US Mid-Cap Growth - A
2.45%
+19.66%
TDB342
TD US Mid-Cap Growth - A
2.45%
+19.66%
TDB372
TD US Mid-Cap Growth - A
2.45%
+19.66%
TDB2300
TD US Mid-Cap Growth Class - I
2.45%
+19.60%
AIM25121
Invesco Main Street US Sm Cp Cl Series P
2.37%
+19.59%
TDB3505
TD US Small Cap Equity - F
1.12%
+19.57%
TDB457
TD US Small Cap Equity - F
1.12%
+19.57%
TDB3018
TD US Small Cap Equity - D U$
1.32%
+19.31%
TDB3051
TD US Small Cap Equity - D
1.32%
+19.31%
AIM5521
Invesco Main Street US Sm Cp Cl Series A
2.94%
+18.96%
AIM5522
Invesco Main Street US Sm Cp Cl Series A
2.94%
+18.96%
AIM5523
Invesco Main Street US Sm Cp Cl Series A
2.94%
+18.96%
AIM5524
Invesco Main Street US Sm Cp Cl Series A
2.94%
+18.96%
MFC8113
Mackenzie US Mid Cap Opportunities Fund F
1.06%
+18.69%
CIG118
CI American Small Companies Class F
1.33%
+18.17%
CIG518
CI American Small Companies Class F
1.33%
+18.17%
GBC310
Pembroke American Growth Inc
0.17%
+18.14%
TDB127
TD US Small-Cap Equity - A
2.42%
+18.03%
TDB827
TD US Small-Cap Equity - A
2.42%
+18.03%
TDB837
TD US Small-Cap Equity - A
2.42%
+18.03%
TDB847
TD US Small-Cap Equity - A
2.42%
+18.03%
TDB222
TD US Small-Cap Equity - I U$
2.44%
+18.03%
TDB653
TD US Small-Cap Equity - I
2.44%
+18.03%
RBF5542
RBC U.S. Mid-Cap Value Equity Fund F
0.92%
+17.82%
RBF692
RBC U.S. Mid-Cap Value Equity Fund F
0.92%
+17.82%
RBF1092
RBC U.S. Mid-Cap Value Equity Fund D
1.19%
+17.51%
RBF1542
RBC U.S. Mid-Cap Value Equity Fund D
1.19%
+17.51%
CIG267
CI American Small Companies Corp Cl F
1.37%
+17.15%
CIG367
CI American Small Companies Corp Cl F
1.37%
+17.15%
MFC8137
Mackenzie US Mid Cap Opps Ccy Ntl A
2.57%
+17.01%
CIG213
CI American Small Companies
2.43%
+16.87%
CIG313
CI American Small Companies U$
2.43%
+16.87%
CIG613
CI American Small Companies U$
2.43%
+16.87%
CIG813
CI American Small Companies
2.43%
+16.87%
RBF492
RBC U.S. Mid-Cap Value Equity Fund A
2.04%
+16.44%
RBF542
RBC U.S. Mid-Cap Value Equity Fund A U$
2.04%
+16.44%
CIG297
CI American Small Companies Corp Cl
2.47%
+15.86%
CIG397
CI American Small Companies Corp Cl U$
2.47%
+15.86%
CIG497
CI American Small Companies Corp Cl U$
2.47%
+15.86%
CIG797
CI American Small Companies Corp Cl
2.47%
+15.86%
PCA014
SEI US Small Company Class O
0.10%
+15.49%
MFC8649
Mackenzie US Small-Mid Cap Growth Fund PWX
---
+14.16%
AGF1434
AGF US Small-Mid Cap Series W
0.00%
+13.23%
MFC8625
Mackenzie US Small-Mid Cap Growth Fund F
1.05%
+12.98%
MFC8629
Mackenzie US Small-Mid Cap Growth Fund F
1.05%
+12.98%
MFC8640
Mackenzie US Small-Mid Cap Growth D
1.33%
+12.66%
MFC8641
Mackenzie US Small-Mid Cap Growth D U$
1.33%
+12.66%
AGF707
AGF US Small-Mid Cap Series F
1.18%
+12.02%
AGF807
AGF US Small-Mid Cap Series F
1.18%
+12.02%
MFC8594
Mackenzie US Small-Mid Cap Growth Currency Neutral Fund F
1.05%
+11.85%
MFC8605
Mackenzie US S-M Cap Gr Ccy Ntrl D
1.34%
+11.54%
IGI972
IG Mackenzie U.S. Opportunities J DSC
2.35%
+11.43%
IGI313
IG Mackenzie U.S. Opportunities A
2.63%
+11.11%
IGI038
IG Mackenzie U.S. Opportunities C
2.95%
+10.74%
AGF489
AGF US Small-Mid Cap U$
2.56%
+10.48%
AGF580
AGF US Small-Mid Cap U$
2.56%
+10.48%
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US Small/Mid Cap Equity

Funds in the U.S. Small/Mid Cap category must invest at least 90% of their equity holdings in securities domiciled in the United States such that their average market capitalization is within the U.S. small/mid cap threshold.

FUND STRATEGIES

Data as of Sunday, Mar 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.
Show TD Mutual Funds First
NameMER
AGF1434
AGF US Small-Mid Cap Series W
0.00%
PCA014
SEI US Small Company Class O
0.10%
GBC310
Pembroke American Growth Inc
0.17%
BMO95214
BMO U.S. Small Cap Fund Series F
0.90%
RBF5542
RBC U.S. Mid-Cap Value Equity Fund F
0.92%
RBF692
RBC U.S. Mid-Cap Value Equity Fund F
0.92%
RBF618
RBC O'Shaughnessy U.S. Growth Fund F
0.93%
RBF5337
RBC U.S. Mid-Cap Growth Equity Fund F
0.93%
RBF617
RBC U.S. Mid-Cap Growth Equity Fund F
0.93%
RBF5435
RBC U.S. Small-Cap Value Equity Fund F
0.94%