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  • Fund Categories
    US Small/Mid Cap Equity
    (Canada)
  • YTD Change+15.46%
  • 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.
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RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaHIL250
Hillsdale US Small Cap Eq Fund Srs A U$
3 Stars3 Stars
---
+50.48%
CanadaHIL251
Hillsdale US Small Cap Eq Fund Srs A U$
3 Stars3 Stars
---
+50.48%
CanadaBMO31214
BMO U.S. Small Cap D
3 Stars3 Stars
1.30%
+49.03%
CanadaCIG118
CI American Small Companies Class F
3 Stars3 Stars
1.33%
+47.44%
CanadaCIG518
CI American Small Companies Class F
3 Stars3 Stars
1.33%
+47.44%
CanadaCIG267
CI American Small Companies Corp Cl F
3 Stars3 Stars
1.36%
+46.47%
CanadaCIG367
CI American Small Companies Corp Cl F
3 Stars3 Stars
1.36%
+46.47%
CanadaCIG213
CI American Small Companies
3 Stars3 Stars
2.43%
+45.83%
CanadaCIG313
CI American Small Companies U$
3 Stars3 Stars
2.43%
+45.83%
CanadaCIG613
CI American Small Companies U$
3 Stars3 Stars
2.43%
+45.83%
CanadaCIG813
CI American Small Companies
3 Stars3 Stars
2.43%
+45.83%
CanadaCIG297
CI American Small Companies Corp Cl
3 Stars3 Stars
2.45%
+44.85%
CanadaCIG397
CI American Small Companies Corp Cl U$
3 Stars3 Stars
2.45%
+44.85%
CanadaCIG497
CI American Small Companies Corp Cl U$
3 Stars3 Stars
2.45%
+44.85%
CanadaCIG797
CI American Small Companies Corp Cl
3 Stars3 Stars
2.45%
+44.85%
CanadaGBC310
Pembroke American Growth Inc
4 Stars4 Stars
0.18%
+42.37%
CanadaMFC8594
Mackenzie US Small-Mid Cap Growth Currency Neutral Fund F
3 Stars3 Stars
---
+39.22%
CanadaMFC8593
Mackenzie US S-M Cap Gr Ccy Ntrl A
3 Stars3 Stars
---
+37.16%
CanadaRBF1435
RBC U.S. Small-Cap Value Equity Fund D
2 Stars2 Stars
1.21%
+36.63%
CanadaFID3383
Fidelity Small Cap America Currency Neutral Class Series P1
3 Stars3 Stars
1.09%
+35.94%
CanadaFID2661
Fidelity Small Cap America Currency Neutral Class Series F
3 Stars3 Stars
1.18%
+35.82%
CanadaRBF693
RBC U.S. Small-Cap Core Equity Fund F
2 Stars2 Stars
0.95%
+35.78%
CanadaFID2665
Fidelity Small Cap America Currency Neutral Class Series F8
2 Stars2 Stars
1.21%
+35.77%
CanadaRBF435
RBC U.S. Small-Cap Value Equity Fund A
2 Stars2 Stars
2.03%
+35.48%
CanadaRBF1092
RBC U.S. Mid-Cap Value Equity Fund D
1 Star1 Star
1.21%
+35.48%
CanadaRBF1542
RBC U.S. Mid-Cap Value Equity Fund D U$
1 Star1 Star
1.21%
+35.48%
CanadaRBF1093
RBC U.S. Small-Cap Core Equity Fund D
2 Stars2 Stars
1.22%
+35.43%
CanadaRBF1543
RBC U.S. Small-Cap Core Equity Fund D U$
2 Stars2 Stars
1.22%
+35.43%
CanadaRBF3530
RBC U.S. Small-Cap Core Eqty Class D
2 Stars2 Stars
1.32%
+35.17%
CanadaRBF3543
RBC U.S. Small-Cap Core Eqty Class D U$
2 Stars2 Stars
1.32%
+35.17%
CanadaRBF3529
RBC U.S. Mid-Cap Value Equity Class D
1 Star1 Star
1.30%
+34.91%
CanadaRBF3542
RBC U.S. Mid-Cap Value Equity Class D U$
1 Star1 Star
1.30%
+34.91%
CanadaFID4940
Fidelity Sm Cp Amer Ccy Netrl Cl Sr E1
2 Stars2 Stars
2.24%
+34.40%
CanadaRBF892
RBC US Mid-Cap Value Equity Adv
1 Star1 Star
2.04%
+34.37%
CanadaRBF092
RBC U.S. Mid-Cap Value Equity Fund A
1 Star1 Star
2.04%
+34.34%
CanadaRBF492
RBC U.S. Mid-Cap Value Equity Fund A
1 Star1 Star
2.04%
+34.34%
CanadaRBF542
RBC U.S. Mid-Cap Value Equity Fund A U$
1 Star1 Star
2.04%
+34.34%
CanadaRBF792
RBC U.S. Mid-Cap Value Equity Fund A
1 Star1 Star
2.04%
+34.34%
CanadaRBF093
RBC U.S. Small-Cap Core Equity Fund A
1 Star1 Star
2.04%
+34.31%
CanadaRBF493
RBC U.S. Small-Cap Core Equity Fund A
1 Star1 Star
2.04%
+34.31%
CanadaRBF543
RBC U.S. Small-Cap Core Equity Fund A U$
1 Star1 Star
2.04%
+34.31%
CanadaRBF793
RBC U.S. Small-Cap Core Equity Fund A
1 Star1 Star
2.04%
+34.31%
CanadaRBF893
RBC US Small-Cap Core Equity Adv
1 Star1 Star
2.06%
+34.27%
CanadaRBF3030
RBC U.S. Small-Cap Core Eqty Class A
1 Star1 Star
2.14%
+34.04%
CanadaRBF3043
RBC U.S. Small-Cap Core Eqty Class A U$
1 Star1 Star
2.14%
+34.04%
CanadaRBF3029
RBC U.S. Mid-Cap Value Equity Class A
1 Star1 Star
2.15%
+33.78%
CanadaRBF3042
RBC U.S. Mid-Cap Value Equity Class A U$
1 Star1 Star
2.15%
+33.78%
CanadaTDB3505
TD US Small Cap Equity - F
5 Stars5 Stars
1.11%
+33.18%
CanadaTDB457
TD US Small Cap Equity - F
5 Stars5 Stars
1.11%
+33.18%
CanadaIGI972
IG Mackenzie U.S. Opportunities J DSC
3 Stars3 Stars
2.34%
+32.48%
CanadaIGI1084
IG Mackenzie US Opportunities Cl J DSC
3 Stars3 Stars
2.36%
+32.43%
CanadaTDB3018
TD US Small Cap Equity - D U$
5 Stars5 Stars
1.71%
+32.35%
CanadaTDB3051
TD US Small Cap Equity - D
5 Stars5 Stars
1.71%
+32.35%
CanadaIGI313
IG Mackenzie U.S. Opportunities A
3 Stars3 Stars
2.62%
+32.11%
CanadaIGI038
IG Mackenzie U.S. Opportunities C
3 Stars3 Stars
2.95%
+31.68%
CanadaAIM5527
Invesco Main Street U.S. Small Cap Class Series F
3 Stars3 Stars
1.11%
+31.52%
CanadaTDB127
TD US Small-Cap Equity - A
5 Stars5 Stars
2.53%
+31.30%
CanadaTDB827
TD US Small-Cap Equity - A
5 Stars5 Stars
2.53%
+31.30%
CanadaTDB837
TD US Small-Cap Equity - A
5 Stars5 Stars
2.53%
+31.30%
CanadaTDB847
TD US Small-Cap Equity - A
5 Stars5 Stars
2.53%
+31.30%
CanadaRBF1028
RBC US Mid-Cap Growth Eq Ccy Netrl D
4 Stars4 Stars
1.22%
+31.28%
CanadaTDB222
TD US Small-Cap Equity - I U$
4 Stars4 Stars
2.55%
+31.25%
CanadaTDB653
TD US Small-Cap Equity - I
4 Stars4 Stars
2.55%
+31.25%
CanadaAIM5530
Invesco Main Street US Sm Cp Cl Series D
3 Stars3 Stars
1.65%
+30.81%
CanadaRBF1029
RBC O'Shaughnessy US Growth Sr D
1 Star1 Star
1.21%
+30.58%
CanadaFID3963
Fidelity Small Cap America Cl P5
3 Stars3 Stars
0.85%
+30.48%
CanadaFID3378
Fidelity Small Cap America Cl P4
3 Stars3 Stars
0.91%
+30.41%
CanadaFID3377
Fidelity Small Cap America Cl P3
3 Stars3 Stars
0.93%
+30.35%
CanadaFID3376
Fidelity Small Cap America Cl P2
3 Stars3 Stars
1.00%
+30.32%
CanadaRBF551
RBC O'Shaughnessy US Growth Sr A
1 Star1 Star
1.50%
+30.21%
CanadaFID3369
Fidelity Small Cap America Series P1
3 Stars3 Stars
1.06%
+30.20%
CanadaRBF172
RBC U.S. Mid-Cap Grwth Eq Cur Ntl Fd A
3 Stars3 Stars
2.05%
+30.20%
CanadaRBF589
RBC US Mid-Cap Growth Eq Ccy Netrl A
3 Stars3 Stars
2.05%
+30.20%
CanadaRBF770
RBC U.S. Mid-Cap Grwth Eq Cur Ntl Fd A
3 Stars3 Stars
2.05%
+30.20%
CanadaFID3374
Fidelity Small Cap America Cl P1
3 Stars3 Stars
1.08%
+30.19%
CanadaRBF861
RBC US Mid-Cap Growth Eq Ccy Netrl Adv
3 Stars3 Stars
1.99%
+30.17%
CanadaFID661
Fidelity Small Cap America Sr F
4 Stars4 Stars
1.14%
+30.11%
CanadaFID662
Fidelity Small Cap America Sr F
4 Stars4 Stars
1.14%
+30.11%
CanadaFID1719
Fidelity Small Cap America Cl F8
3 Stars3 Stars
1.15%
+30.09%
CanadaFID1938
Fidelity Small Cap America Cl F
4 Stars4 Stars
1.15%
+30.08%
CanadaFID674
Fidelity Small Cap America Cl F
4 Stars4 Stars
1.15%
+30.08%
CanadaRBF1046
RBC O'Shaughnessy U.S. Growth Fund II D
2 Stars2 Stars
1.32%
+29.90%
CanadaAIM25121
Invesco Main Street US Sm Cp Cl Series P
2 Stars2 Stars
2.44%
+29.85%
CanadaPCA014
SEI US Small Company Class O
3 Stars3 Stars
0.11%
+29.40%
CanadaAIM5521
Invesco Main Street US Sm Cp Cl Series A
2 Stars2 Stars
2.94%
+29.14%
CanadaAIM5522
Invesco Main Street US Sm Cp Cl Series A
2 Stars2 Stars
2.94%
+29.14%
CanadaAIM5523
Invesco Main Street US Sm Cp Cl Series A
2 Stars2 Stars
2.94%
+29.14%
CanadaAIM5524
Invesco Main Street US Sm Cp Cl Series A
2 Stars2 Stars
2.94%
+29.14%
CanadaRBF306
RBC O'Shaughnessy U.S. Growth Fund II A
1 Star1 Star
2.17%
+28.82%
CanadaFID4547
Fidelity Small Cap America Series E1
3 Stars3 Stars
2.19%
+28.75%
CanadaFID261
Fidelity Small Cap America Sr B
4 Stars4 Stars
2.27%
+28.64%
CanadaFID762
Fidelity Small Cap America Sr B U$
4 Stars4 Stars
2.27%
+28.64%
CanadaFID274
Fidelity Small Cap America Cl B
4 Stars4 Stars
2.28%
+28.64%
CanadaFID462
Fidelity Small Cap America Sr A U$
4 Stars4 Stars
2.47%
+28.40%
CanadaFID561
Fidelity Small Cap America Sr A
4 Stars4 Stars
2.47%
+28.40%
CanadaFID574
Fidelity Small Cap America Cl A
4 Stars4 Stars
2.49%
+28.37%
CanadaRBF1026
RBC US Mid-Cap Growth Equity D
5 Stars5 Stars
1.21%
+25.90%
CanadaRBF1027
RBC US Mid-Cap Growth Equity D U$
5 Stars5 Stars
1.21%
+25.90%
CanadaRBF171
RBC U.S. Mid-Cap Growth Equity Fund A
4 Stars4 Stars
2.05%
+24.85%
CanadaRBF336
RBC U.S. Mid-Cap Growth Equity Fund A
4 Stars4 Stars
2.05%
+24.85%
Show TD Mutual Funds FirstSelect AllGo

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 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
CanadaPCA014
SEI US Small Company Class O
0.11%
CanadaGBC310
Pembroke American Growth Inc
0.18%
CanadaFID3963
Fidelity Small Cap America Cl P5
0.85%
CanadaFID3378
Fidelity Small Cap America Cl P4
0.91%
CanadaFID3377
Fidelity Small Cap America Cl P3
0.93%
CanadaRBF693
RBC U.S. Small-Cap Core Equity Fund F
0.95%
CanadaFID3376
Fidelity Small Cap America Cl P2
1.00%
CanadaFID3369
Fidelity Small Cap America Series P1
1.06%
CanadaFID3374
Fidelity Small Cap America Cl P1
1.08%
CanadaFID3383
Fidelity Small Cap America Currency Neutral Class Series P1
1.09%