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CompanyCountrySymbol
  • Fund Categories
    US Small/Mid Cap Equity
    (Canada)
  • YTD Change+12.64%
  • Avg. MER*---

RISK RETURN ANALYSIS & FUND DETAILS

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Show TD Mutual Funds FirstSelect AllGo
NameMorningstarMER1 Year Return
AGF1434
AGF US Small-Mid Cap Series W
0.00%
+46.52%
AGF707
AGF US Small-Mid Cap Series F
1.18%
+45.09%
AGF807
AGF US Small-Mid Cap Series F
1.18%
+45.09%
AGF489
AGF US Small-Mid Cap Fund
2.56%
+43.30%
AGF580
AGF US Small-Mid Cap Fund
2.56%
+43.30%
AGF680
AGF US Small-Mid Cap Fund
2.56%
+43.30%
AGF789
AGF US Small-Mid Cap Fund
2.56%
+43.30%
CIG118
CI U.S. Small/Mid Cap Equity Fund (Series F units)
1.33%
+40.34%
CIG518
CI U.S. Small/Mid Cap Equity Fund (Series F units)
1.33%
+40.34%
CIG267
CI U.S. Small/Mid Cap Equity Corporate Class (Series F shares)
1.36%
+39.72%
CIG367
CI U.S. Small/Mid Cap Equity Corporate Class (Series F shares)
1.36%
+39.72%
CIG213
CI U.S. Small/Mid Cap Equity Fund (Series A units)
2.42%
+38.80%
CIG313
CI U.S. Small/Mid Cap Equity Fund (Series A units)
2.42%
+38.80%
CIG613
CI U.S. Small/Mid Cap Equity Fund (Series A units)
2.42%
+38.80%
CIG813
CI U.S. Small/Mid Cap Equity Fund (Series A units)
2.42%
+38.80%
BMO95214
BMO U.S. Small Cap Fund Series F
0.90%
+38.41%
CIG297
CI U.S. Small/Mid Cap Equity Corporate Class (Series A shares)
2.45%
+38.19%
CIG397
CI U.S. Small/Mid Cap Equity Corporate Class (Series A shares)
2.45%
+38.19%
CIG497
CI U.S. Small/Mid Cap Equity Corporate Class (Series A shares)
2.45%
+38.19%
CIG797
CI U.S. Small/Mid Cap Equity Corporate Class (Series A shares)
2.45%
+38.19%
AIM5527
Invesco Main Street U.S. Small Cap Class Series F
1.12%
+35.23%
AIM5528
Invesco Main Street U.S. Small Cap Class Series F
1.12%
+35.23%
AIM25121
Invesco Main Street U.S. Small Cap Class Series P
2.39%
+33.55%
AIM5521
Invesco Main Street U.S. Small Cap Class Series A
2.94%
+32.81%
AIM5522
Invesco Main Street U.S. Small Cap Class Series A
2.94%
+32.81%
AIM5523
Invesco Main Street U.S. Small Cap Class Series A
2.94%
+32.81%
AIM5524
Invesco Main Street U.S. Small Cap Class Series A
2.94%
+32.81%
RBF5337
RBC U.S. Mid-Cap Growth Equity Fund F
0.94%
+32.64%
RBF617
RBC U.S. Mid-Cap Growth Equity Fund F
0.94%
+32.64%
RBF618
RBC O'Shaughnessy U.S. Growth Fund F
0.93%
+32.38%
RBF1026
RBC U.S. Mid-Cap Growth Equity Fund D
1.19%
+32.31%
RBF1027
RBC U.S. Mid-Cap Growth Equity Fund D
1.19%
+32.31%
CIB280
CIBC U.S. Small Companies Fund F
1.32%
+32.30%
CIB281
CIBC U.S. Small Companies Fund F
1.32%
+32.30%
RBF5542
RBC U.S. Mid-Cap Value Equity Fund F
0.92%
+32.22%
RBF692
RBC U.S. Mid-Cap Value Equity Fund F
0.92%
+32.22%
RBF1029
RBC O'Shaughnessy U.S. Growth Fund D
1.20%
+32.05%
RBF1092
RBC U.S. Mid-Cap Value Equity Fund D
1.19%
+31.87%
RBF1542
RBC U.S. Mid-Cap Value Equity Fund D
1.19%
+31.87%
RBF551
RBC O'Shaughnessy U.S. Growth Fund A
1.49%
+31.65%
RBF645
RBC U.S. Mid-Cap Growth Equity Currency Neutral Fund F
0.93%
+31.53%
TDB3505
TD US Small Cap Equity - F
1.12%
+31.36%
TDB457
TD US Small Cap Equity - F
1.12%
+31.36%
RBF1028
RBC U.S. Mid-Cap Growth Equity Currency Neutral Fund D
1.20%
+31.23%
RBF336
RBC U.S. Mid-Cap Growth Equity Fund A
2.04%
+31.19%
RBF337
RBC U.S. Mid-Cap Growth Equity Fund A
2.04%
+31.19%
TDB3018
TD US Small Cap Equity - D
1.32%
+31.12%
TDB3051
TD US Small Cap Equity - D
1.32%
+31.12%
CIB495
CIBC US Small Companies
2.48%
+30.78%
CIB895
CIBC US Small Companies
2.48%
+30.78%
RBF492
RBC U.S. Mid-Cap Value Equity Fund A
2.04%
+30.67%
RBF542
RBC U.S. Mid-Cap Value Equity Fund A
2.04%
+30.67%
RBF589
RBC U.S. Mid-Cap Growth Equity Currency Neutral Fund A
2.04%
+30.09%
RBF655
RBC O'Shaughnessy U.S. Growth Fund II F
1.05%
+30.08%
RBF1046
RBC O'Shaughnessy U.S. Growth Fund II D
1.26%
+29.80%
TDB127
TD US Small Cap Equity - A
2.42%
+29.67%
TDB827
TD US Small Cap Equity - A
2.42%
+29.67%
TDB837
TD US Small Cap Equity - A
2.42%
+29.67%
TDB847
TD US Small Cap Equity - A
2.42%
+29.67%
TDB222
TD US Small Cap Equity - I
2.44%
+29.65%
TDB653
TD US Small Cap Equity - I
2.44%
+29.65%
GBC310
Pembroke American Growth Fund Inc.
0.17%
+29.17%
RBF306
RBC O'Shaughnessy U.S. Growth Fund II A
2.16%
+28.65%
TDB2525
TD US Mid-Cap Growth - F
1.11%
+27.65%
TDB412
TD US Mid-Cap Growth - F
1.11%
+27.65%
TDB2305
TD US Mid-Cap Growth Class - F
1.14%
+27.60%
MFC8113
Mackenzie US Mid Cap Opportunities Fund F
1.05%
+27.52%
TDB3012
TD U.S. Mid-Cap Growth Fund D-Series
1.33%
+27.39%
TDB3093
TD U.S. Mid-Cap Growth Fund D-Series
1.33%
+27.39%
TDB2319
TD US Mid-Cap Growth Class - D
1.34%
+27.31%
RBF693
RBC U.S. Small-Cap Core Equity Fund F
0.95%
+26.66%
PCA014
SEI US Small Company Class O
0.10%
+26.44%
RBF1093
RBC U.S. Small-Cap Core Equity Fund D
1.17%
+26.39%
RBF1543
RBC U.S. Small-Cap Core Equity Fund D
1.17%
+26.39%
TDB221
TD US Mid-Cap Growth - I
2.44%
+25.97%
TDB974
TD US Mid-Cap Growth - I
2.44%
+25.97%
TDB126
TD US Mid-Cap Growth - A
2.45%
+25.97%
TDB2521
TD US Mid-Cap Growth - A
2.45%
+25.97%
TDB2522
TD US Mid-Cap Growth - A
2.45%
+25.97%
TDB2523
TD US Mid-Cap Growth - A
2.45%
+25.97%
TDB2524
TD US Mid-Cap Growth - A
2.45%
+25.97%
TDB312
TD US Mid-Cap Growth - A
2.45%
+25.97%
TDB342
TD US Mid-Cap Growth - A
2.45%
+25.97%
TDB372
TD US Mid-Cap Growth - A
2.45%
+25.97%
TDB2300
TD US Mid-Cap Growth Class - I
2.45%
+25.96%
HIL250
Hillsdale US Small Cap Equity Fund Series A U$
---
+25.69%
HIL251
Hillsdale US Small Cap Equity Fund Series A U$
---
+25.69%
RBF5435
RBC U.S. Small-Cap Value Equity Fund F
0.94%
+25.51%
RBF493
RBC U.S. Small-Cap Core Equity Fund A
2.06%
+25.29%
RBF543
RBC U.S. Small-Cap Core Equity Fund A
2.06%
+25.29%
RBF1435
RBC U.S. Small-Cap Value Equity Fund D
1.24%
+25.21%
MFC8137
Mackenzie US Mid Cap Opps Ccy Ntl A
2.58%
+24.56%
MFC8649
Mackenzie US Small-Mid Cap Growth Fund PWX
---
+24.46%
TDB2418
TD U.S. Mid-Cap Growth Currency Neutral Fd D
1.35%
+24.37%
RBF435
RBC U.S. Small-Cap Value Equity Fund A
2.05%
+24.15%
MFC8625
Mackenzie US Small-Mid Cap Growth Fund F
1.05%
+23.16%
MFC8629
Mackenzie US Small-Mid Cap Growth Fund F
1.05%
+23.16%
MFC8640
Mackenzie US Small-Mid Cap Growth Fund D
1.33%
+22.82%
MFC8641
Mackenzie US Small-Mid Cap Growth Fund D
1.33%
+22.82%
MAW180
Mawer U.S. Mid Cap Equity Fund Series A
1.45%
+22.77%
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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 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.
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 Fund 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%
RBF645
RBC U.S. Mid-Cap Growth Equity Currency Neutral Fund F
0.93%
RBF5435
RBC U.S. Small-Cap Value Equity Fund F
0.94%
RBF5337
RBC U.S. Mid-Cap Growth Equity Fund F
0.94%