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Search Criteria - - - Stocks (0)
CompanyCountrySymbol
  • Fund Categories
    Canadian Focused Small/Mid Cap Equity
    (Canada)
  • YTD Change+12.93%
  • Avg. MER*1.60%

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.
Y Axis Label
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X Axis Label
RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaPGF390
Pender Small Cap Opportunities Fund Class G
4 Stars4 out of 5 Stars
1.59%
+70.15%
CanadaPGF320
Pender Small Cap Opportunities Fund Series F
5 Stars5 out of 5 Stars
1.59%
+70.12%
CanadaCIG54221
CI North American Small/Mid Cap Equity Fund (Series F units)
4 Stars4 out of 5 Stars
1.33%
+40.82%
CanadaCIG54021
CI North American Small/Mid Cap Equity Class (Series F shares)
4 Stars4 out of 5 Stars
1.33%
+40.77%
CanadaCIG50221
CI North American Small/Mid Cap Equity Fund (Series A units)
3 Stars3 out of 5 Stars
2.42%
+39.30%
CanadaBIP521
Brandes Canadian Equity Class F
5 Stars5 out of 5 Stars
1.24%
+26.62%
CanadaBIP121
Brandes Canadian Equity
5 Stars5 out of 5 Stars
2.33%
+25.22%
CanadaBIP219
Brandes Canadian Equity
5 Stars5 out of 5 Stars
2.33%
+25.22%
CanadaBIP221
Brandes Canadian Equity
5 Stars5 out of 5 Stars
2.33%
+25.22%
CanadaDYN1287
Dynamic Small Business Series F
3 Stars3 out of 5 Stars
1.27%
+21.58%
CanadaDYN087G
Dynamic Small Business Series G
3 Stars3 out of 5 Stars
2.28%
+20.35%
CanadaDYN787G
Dynamic Small Business Series G
3 Stars3 out of 5 Stars
2.28%
+20.35%
CanadaDYN087
Dynamic Small Business
2 Stars2 out of 5 Stars
2.41%
+20.20%
CanadaDYN1787
Dynamic Small Business
2 Stars2 out of 5 Stars
2.41%
+20.20%
CanadaDYN1789
Dynamic Small Business
2 Stars2 out of 5 Stars
2.41%
+20.20%
CanadaDYN787
Dynamic Small Business
2 Stars2 out of 5 Stars
2.41%
+20.20%
CanadaMIT555
McElvaine Value Fund Class G
4 Stars4 out of 5 Stars
---
+6.08%
CanadaMIT552
McElvaine Value Fund Class B
3 Stars3 out of 5 Stars
2.16%
+5.73%
CanadaGWD004
Goodwood Capital Fund Class F
1 Star1 out of 5 Stars
3.99%
-1.18%
CanadaCHO154
Chou RRSP Class F
3 Stars3 out of 5 Stars
1.51%
-1.59%
CanadaCHO102
Chou RRSP
2 Stars2 out of 5 Stars
2.08%
-2.14%
CanadaCHO158
Chou RRSP
2 Stars2 out of 5 Stars
2.08%
-2.14%
CanadaGWD001
Goodwood Capital
1 Star1 out of 5 Stars
5.10%
-2.29%
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, 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.
FUND STRATEGIES - Assets under Mgmt
Show TD Mutual Funds First
Name sortableMER sortable
CanadaBIP521
Brandes Canadian Equity Class F
1.24%
CanadaDYN1287
Dynamic Small Business Series F
1.27%
CanadaCIG54021
CI North American Small/Mid Cap Equity Class (Series F shares)
1.33%
CanadaCIG54221
CI North American Small/Mid Cap Equity Fund (Series F units)
1.33%
CanadaCHO154
Chou RRSP Class F
1.51%
CanadaPGF320
Pender Small Cap Opportunities Fund Series F
1.59%
CanadaPGF390
Pender Small Cap Opportunities Fund Class G
1.59%
CanadaCHO102
Chou RRSP
2.08%
CanadaCHO158
Chou RRSP
2.08%
CanadaMIT552
McElvaine Value Fund Class B
2.16%