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Search Criteria - - - Stocks (0)
CompanyCountrySymbol
  • Fund Categories
    Canadian Focused Small/Mid Cap Equity
    (Canada)
  • YTD Change+15.32%
  • 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
CanadaCHO102
Chou RRSP
2 Stars2 Stars
1.88%
+91.05%
CanadaCHO158
Chou RRSP U$
2 Stars2 Stars
1.88%
+91.05%
CanadaGWD001
Goodwood Capital
2 Stars2 Stars
4.85%
+63.86%
CanadaBIP903
Brandes Canadian Equity Class D
3 Stars3 Stars
1.50%
+52.59%
CanadaBIP121
Brandes Canadian Equity
3 Stars3 Stars
2.33%
+51.35%
CanadaBIP219
Brandes Canadian Equity
3 Stars3 Stars
2.33%
+51.35%
CanadaBIP221
Brandes Canadian Equity
3 Stars3 Stars
2.33%
+51.35%
CanadaMIT552
McElvaine Value B
3 Stars3 Stars
2.08%
+50.15%
CanadaMIT555
McElvaine Value Fund Class G
3 Stars3 Stars
---
+47.46%
CanadaFID1646
Fidelity Greater Canada Sr F
5 Stars5 Stars
1.15%
+42.22%
CanadaFID1266
Fidelity Greater Canada Sr S5
5 Stars5 Stars
2.31%
+40.65%
CanadaFID1256
Fidelity Greater Canada Sr S8
5 Stars5 Stars
2.30%
+40.64%
CanadaFID1276
Fidelity Greater Canada Class Sr B
5 Stars5 Stars
2.30%
+40.63%
CanadaFID3267
Fidelity Greater Canada Class S5
5 Stars5 Stars
2.30%
+40.62%
CanadaFID3256
Fidelity Greater Canada Class S8
5 Stars5 Stars
2.33%
+40.62%
CanadaFID1246
Fidelity Greater Canada Sr B
5 Stars5 Stars
2.32%
+40.60%
CanadaFID1247
Fidelity Greater Canada Sr B U$
5 Stars5 Stars
2.32%
+40.60%
CanadaFID3567
Fidelity Greater Canada Class T5
5 Stars5 Stars
2.46%
+40.42%
CanadaFID3556
Fidelity Greater Canada Class T8
5 Stars5 Stars
2.54%
+40.35%
CanadaFID1546
Fidelity Greater Canada Sr A
5 Stars5 Stars
2.52%
+40.35%
CanadaFID1547
Fidelity Greater Canada Sr A U$
5 Stars5 Stars
2.52%
+40.35%
CanadaFID1556
Fidelity Greater Canada Sr T8
4 Stars4 Stars
2.52%
+40.32%
CanadaFID1576
Fidelity Greater Canada Class Sr A
4 Stars4 Stars
2.54%
+40.32%
CanadaFID1566
Fidelity Greater Canada Sr T5
4 Stars4 Stars
2.53%
+40.32%
CanadaCIG54221
CI Canadian Small/Mid Cap Equity Income Fund F
3 Stars3 Stars
1.33%
+34.53%
CanadaCIG54021
CI Canadian Small/Mid Cap Equity Income Class F
3 Stars3 Stars
1.33%
+34.24%
CanadaCIG4107
CI Canadian Small/Mid Cap Managed Class F
3 Stars3 Stars
1.32%
+33.66%
CanadaCIG50221
CI Canadian Small/Mid Cap Eq Inc A
3 Stars3 Stars
2.42%
+33.07%
CanadaCIG9023
CI Canadian Small/Mid Cap Managed
3 Stars3 Stars
2.42%
+32.20%
CanadaCIG9373
CI Canadian Small/Mid Cap Managed
3 Stars3 Stars
2.42%
+32.20%
CanadaTDB3315
TD North American Small-Cap Equity Fund- F Series
2 Stars2 Stars
0.88%
+25.21%
CanadaDYN1287
Dynamic Small Business Series F
3 Stars3 Stars
1.29%
+24.57%
CanadaTDB3323
TD North American Small-Cap Equity-D
2 Stars2 Stars
1.49%
+24.43%
CanadaTDB3311
TD North American Small-Cap Equity-A
2 Stars2 Stars
2.32%
+23.51%
CanadaTDB3312
TD North American Small-Cap Equity Fund- ISC
2 Stars2 Stars
2.32%
+23.51%
CanadaTDB3313
TD North American Small-Cap Equity Fund- ISC
2 Stars2 Stars
2.32%
+23.51%
CanadaTDB3314
TD North American Small-Cap Equity Fund- ISC
2 Stars2 Stars
2.32%
+23.51%
CanadaTDB3310
TD North American Small-Cap Equity-I
2 Stars2 Stars
2.32%
+23.45%
CanadaDYN087G
Dynamic Small Business Series G
3 Stars3 Stars
2.29%
+23.32%
CanadaDYN787G
Dynamic Small Business Series G
3 Stars3 Stars
2.29%
+23.32%
CanadaDYN087
Dynamic Small Business
3 Stars3 Stars
2.42%
+23.16%
CanadaDYN1787
Dynamic Small Business
3 Stars3 Stars
2.42%
+23.16%
CanadaDYN1789
Dynamic Small Business
3 Stars3 Stars
2.42%
+23.16%
CanadaDYN787
Dynamic Small Business
3 Stars3 Stars
2.42%
+23.16%
CanadaFID3747
Fidelity Special Situations Series P2
4 Stars4 Stars
1.01%
+20.00%
CanadaFID3386
Fidelity Special Situations Class P1
4 Stars4 Stars
1.08%
+19.97%
CanadaFID3384
Fidelity Special Situations Series P1
4 Stars4 Stars
1.06%
+19.96%
CanadaFID1698
Fidelity Special Situations Series F
5 Stars5 Stars
1.11%
+19.94%
CanadaFID1699
Fidelity Special Situations Series F
5 Stars5 Stars
1.11%
+19.94%
CanadaFID1739
Fidelity Special Situations Class F8
4 Stars4 Stars
1.11%
+19.92%
CanadaFID1688
Fidelity Special Situations Class F
5 Stars5 Stars
1.13%
+19.91%
CanadaFID2689
Fidelity Special Situations Class F
5 Stars5 Stars
1.13%
+19.91%
CanadaFID1729
Fidelity Special Situations Sr F8
4 Stars4 Stars
1.10%
+19.91%
CanadaFID1728
Fidelity Special Situations Sr F5
4 Stars4 Stars
1.12%
+19.90%
CanadaFID4557
Fidelity Special Situations Series E1
4 Stars4 Stars
2.18%
+18.64%
CanadaFID4944
Fidelity Special Situations Class E1
4 Stars4 Stars
2.21%
+18.63%
CanadaFID1288
Fidelity Special Situations Class B
4 Stars4 Stars
2.26%
+18.57%
CanadaFID2289
Fidelity Special Situations Class B U$
4 Stars4 Stars
2.26%
+18.57%
CanadaFID1298
Fidelity Special Situations Series B
4 Stars4 Stars
2.25%
+18.56%
CanadaFID1299
Fidelity Special Situations Series B U$
4 Stars4 Stars
2.25%
+18.56%
CanadaFID1726
Fidelity Special Situations Sr S5
4 Stars4 Stars
2.24%
+18.56%
CanadaFID1598
Fidelity Special Situations Series A
4 Stars4 Stars
2.45%
+18.32%
CanadaFID1599
Fidelity Special Situations Series A U$
4 Stars4 Stars
2.45%
+18.32%
CanadaFID1588
Fidelity Special Situations Class A
4 Stars4 Stars
2.47%
+18.31%
CanadaFID2589
Fidelity Special Situations Class A U$
4 Stars4 Stars
2.47%
+18.31%
Show TD Mutual Funds FirstSelect AllGo

Canadian Focused Small/Mid Cap Equity

Funds in the Canadian Focused Small/Mid Cap Equity category must invest at least 50% and less than 90% of their equity holdings in securities domiciled in Canada, and their average market capitalization must be lower than the Canadian 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
CanadaTDB3315
TD North American Small-Cap Equity Fund- F Series
0.88%
CanadaFID3747
Fidelity Special Situations Series P2
1.01%
CanadaFID3384
Fidelity Special Situations Series P1
1.06%
CanadaFID3386
Fidelity Special Situations Class P1
1.08%
CanadaFID1729
Fidelity Special Situations Sr F8
1.10%
CanadaFID1739
Fidelity Special Situations Class F8
1.11%
CanadaFID1698
Fidelity Special Situations Series F
1.11%
CanadaFID1699
Fidelity Special Situations Series F
1.11%
CanadaFID1728
Fidelity Special Situations Sr F5
1.12%
CanadaFID1688
Fidelity Special Situations Class F
1.13%