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CompanyCountrySymbol
  • Fund Categories
    Canadian Small/Mid Cap Equity
    (Canada)
  • YTD Change+19.61%
  • 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
CanadaPGF1360
Pender Small/Mid Cap Dividend Class D
-1 Star
0.25%
+58.71%
CanadaPFC4900
Purpose Canadian Equity Growth Sr A
4 Stars4 Stars
12.12%
+52.33%
CanadaCIG11009
CI Pure Canadian Small/Mid Cap Equity Fund Class F
4 Stars4 Stars
1.33%
+49.33%
CanadaCIG11109
CI Pure Canadian Small/Mid Cap Equityl A
4 Stars4 Stars
2.43%
+47.67%
CanadaCIG11159
CI Pure Canadian Small/Mid Cap Equityl A
4 Stars4 Stars
2.43%
+47.67%
CanadaDYN3004
Dynamic Power Small Cap Series F
5 Stars5 Stars
1.21%
+47.52%
CanadaBNS384
Scotia Canadian Small Cap
4 Stars4 Stars
2.23%
+46.17%
CanadaMFC2040
Mackenzie Canadian Small Cap Fund F
4 Stars4 Stars
1.01%
+46.16%
CanadaDYN9102G
Dynamic Power Small Cap Series G
4 Stars4 Stars
2.33%
+45.88%
CanadaDYN9402G
Dynamic Power Small Cap Series G
4 Stars4 Stars
2.33%
+45.88%
CanadaDYN9102
Dynamic Power Small Cap
4 Stars4 Stars
2.43%
+45.75%
CanadaDYN9402
Dynamic Power Small Cap
4 Stars4 Stars
2.43%
+45.75%
CanadaMFC4667
Mackenzie Canadian Small Cap D
4 Stars4 Stars
1.62%
+45.26%
CanadaBTG104
Beutel Goodman Small Cap F
3 Stars3 Stars
1.23%
+45.14%
CanadaRBF3508
RBC Canadian Mid-Cap Equity Class D
4 Stars4 Stars
1.29%
+44.87%
CanadaIGI978
IG Mackenzie Canadian Small/Mid Cap JDSC
4 Stars4 Stars
2.50%
+44.83%
CanadaBTG799
Beutel Goodman Small Cap D
3 Stars3 Stars
1.50%
+44.76%
CanadaMFC4155
Mackenzie Canadian Small Cap Inv Ser
4 Stars4 Stars
2.10%
+44.57%
CanadaIGI192
IG Mackenzie Canadian S/M Cap Cl II A
3 Stars3 Stars
2.78%
+44.44%
CanadaIGI049
IG Mackenzie Canadian Small/Mid Cap C
3 Stars3 Stars
2.93%
+44.19%
CanadaMFC2947
Mackenzie Canadian Small Cap Fund A
4 Stars4 Stars
2.47%
+44.04%
CanadaMFC3667
Mackenzie Canadian Small Cap Fund A
4 Stars4 Stars
2.47%
+44.04%
CanadaMFC4130
Mackenzie Canadian Small Cap Fund A
4 Stars4 Stars
2.47%
+44.04%
CanadaMFC7185
Mackenzie Canadian Small Cap Fund A
4 Stars4 Stars
2.47%
+44.04%
CanadaRBF3008
RBC Canadian Mid-Cap Equity Class A
4 Stars4 Stars
2.11%
+43.71%
CanadaBTG304
Beutel Goodman Small Cap Class B
2 Stars2 Stars
2.29%
+43.61%
CanadaNWT8967
NEI Canadian Small Cap Equity RS Fund PF
-1 Star
1.22%
+42.84%
CanadaIGI047
IG Beutel Goodman Canadian Small Cap C
2 Stars2 Stars
3.01%
+42.71%
CanadaCCM1450
IA Clarington Canadian Small Cap Fund Series F
3 Stars3 Stars
1.33%
+42.50%
CanadaNWT967
NEI Canadian Small Cap Equity RS Fund F
3 Stars3 Stars
1.48%
+42.48%
CanadaIGI332
IG Mackenzie Cdn Small/Mid Cap II A
2 Stars2 Stars
2.76%
+42.09%
CanadaIGI058
IG Mackenzie Cdn Small/Mid Cap II C DSC
2 Stars2 Stars
2.95%
+41.82%
CanadaTML223
Franklin Bissett Small Cap A
1 Star1 Star
2.86%
+40.78%
CanadaTML323
Franklin Bissett Small Cap Fund A
1 Star1 Star
2.86%
+40.78%
CanadaNWT067
NEI Canadian Small Cap Equity RS A
3 Stars3 Stars
2.72%
+40.72%
CanadaNWT167
NEI Canadian Small Cap Equity RS A
3 Stars3 Stars
2.72%
+40.72%
CanadaNGM270
North Growth Canadian Equity Series F
5 Stars5 Stars
0.70%
+40.42%
CanadaCCM520
IA Clarington Canadian Small Cap A
3 Stars3 Stars
2.90%
+40.29%
CanadaCCM521
IA Clarington Canadian Small Cap A
3 Stars3 Stars
2.90%
+40.29%
CanadaCCM975
IA Clarington Canadian Small Cap A
3 Stars3 Stars
2.90%
+40.29%
CanadaGBC311
Pembroke Canadian Growth
4 Stars4 Stars
0.06%
+40.13%
CanadaNGM272
North Growth Canadian Equity Series D
5 Stars5 Stars
1.00%
+40.00%
CanadaNBC760
NBI Quebec Growth Fund - F
5 Stars5 Stars
1.11%
+39.98%
CanadaCCM8078
IA Clarington Canadian Small Cap Cl Sr A
3 Stars3 Stars
2.93%
+39.77%
CanadaCCM8088
IA Clarington Canadian Small Cap Cl Sr A
3 Stars3 Stars
2.93%
+39.77%
CanadaCIB485
CIBC Canadian Small-Cap
2 Stars2 Stars
2.35%
+39.10%
CanadaTDB454
TD Canadian Small Cap Equity - F
4 Stars4 Stars
0.99%
+38.95%
CanadaTDB2265
TD Canadian Small Cap Equity Class - F
4 Stars4 Stars
0.96%
+38.89%
CanadaGOC1304
Canoe Canadian Small Mid Cap Port Cl D
3 Stars3 Stars
1.50%
+38.41%
CanadaAGF696
AGF Canadian Small Cap
3 Stars3 Stars
2.86%
+38.02%
CanadaAGF796
AGF Canadian Small Cap
3 Stars3 Stars
2.86%
+38.02%
CanadaTDB3046
TD Canadian Small Cap Equity Ser D
3 Stars3 Stars
1.71%
+38.00%
CanadaNBC860
NBI Quebec Growth A
5 Stars5 Stars
2.52%
+38.00%
CanadaBMO95136
BMO Canadian Small Cap Equity F
5 Stars5 Stars
0.97%
+37.73%
CanadaNRP200
NCM Small Companies Class - Series F
3 Stars3 Stars
1.56%
+37.65%
CanadaBMO31136
BMO Canadian Small Cap Equity D
4 Stars4 Stars
1.40%
+37.14%
CanadaDJT07062
Desjardins Canadian Small Cap Equity D
3 Stars3 Stars
1.54%
+37.07%
CanadaTDB628
TD Canadian Small Cap Equity - I
3 Stars3 Stars
2.51%
+36.84%
CanadaTDB119
TD Canadian Small Cap Equity - A
3 Stars3 Stars
2.54%
+36.83%
CanadaTDB825
TD Canadian Small Cap Equity - A
3 Stars3 Stars
2.54%
+36.83%
CanadaTDB835
TD Canadian Small Cap Equity - A
3 Stars3 Stars
2.54%
+36.83%
CanadaTDB845
TD Canadian Small Cap Equity - A
3 Stars3 Stars
2.54%
+36.83%
CanadaTDB2260
TD Canadian Small Cap Equity Class - I
3 Stars3 Stars
2.54%
+36.66%
CanadaNRP201
NCM Small Companies Class Series A
3 Stars3 Stars
2.62%
+36.58%
CanadaATL852
Renaissance Canadian Small Cap
3 Stars3 Stars
2.34%
+36.12%
CanadaATL905
Renaissance Canadian Small Cap
3 Stars3 Stars
2.34%
+36.12%
CanadaDJT00062
Desjardins Canadian Small Cap Equity
3 Stars3 Stars
2.40%
+35.76%
CanadaBMO70136
BMO Canadian Small Cap Equity A
4 Stars4 Stars
2.50%
+35.64%
CanadaBMO97136
BMO Canadian Small Cap Equity Advisor
4 Stars4 Stars
2.51%
+35.62%
CanadaBMO98136
BMO Canadian Small Cap Equity Advisor
4 Stars4 Stars
2.51%
+35.62%
CanadaBMO99136
BMO Canadian Small Cap Equity Advisor
4 Stars4 Stars
2.51%
+35.62%
CanadaPCA022
SEI Canadian Small Company Equity Cl O
2 Stars2 Stars
0.10%
+34.25%
CanadaBMO88741
BMO Enterprise F
5 Stars5 Stars
1.20%
+33.02%
CanadaMAW107
Mawer New Canada A
5 Stars5 Stars
1.35%
+32.77%
CanadaBMO85179
BMO Enterprise Advisor
5 Stars5 Stars
2.66%
+31.09%
CanadaBMO87579
BMO Enterprise Advisor
5 Stars5 Stars
2.66%
+31.09%
CanadaBMO3067
BMO Enterprise T5
5 Stars5 Stars
2.90%
+30.76%
CanadaBMO3068
BMO Enterprise T5
5 Stars5 Stars
2.90%
+30.76%
CanadaRBF648
RBC O'Shaughnessy All-Canadian Equity Fund F
3 Stars3 Stars
0.94%
+30.57%
CanadaHIL240
Hillsdale Cdn Small Cap Eq Fd Srs A CA$
3 Stars3 Stars
---
+30.27%
CanadaRBF1017
RBC O'Shaughnessy All Cdn Equity Sr D
2 Stars2 Stars
1.21%
+30.21%
CanadaNBC841
NBI Small Cap A
2 Stars2 Stars
2.51%
+29.79%
CanadaRBF593
RBC O'Shaughnessy All Cdn Equity Sr A
2 Stars2 Stars
1.77%
+29.49%
CanadaMMF688
Manulife Growth Opportunities Fund Series F
3 Stars3 Stars
1.24%
+28.83%
CanadaMMF488
Manulife Growth Opportunities Adv
3 Stars3 Stars
2.56%
+27.14%
CanadaMMF588
Manulife Growth Opportunities Adv
3 Stars3 Stars
2.56%
+27.14%
CanadaNWT519
NEI Canadian Small Cap Equity Fund F
2 Stars2 Stars
1.64%
+24.38%
CanadaNWT10118
NEI Canadian Small Cap Equity A
2 Stars2 Stars
2.61%
+23.19%
CanadaNWT219
NEI Canadian Small Cap Equity A
2 Stars2 Stars
2.61%
+23.19%
CanadaCIG11609
CI Pure Canadian Small/Mid Cap EquityAT6
-1 Star
2.49%
-1.88%
Show TD Mutual Funds FirstSelect AllGo

Canadian Small/Mid Cap Equity

Funds in the Canadian Small/Mid Cap Equity category must invest at least 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
CanadaGBC311
Pembroke Canadian Growth
0.06%
CanadaPCA022
SEI Canadian Small Company Equity Cl O
0.10%
CanadaPGF1360
Pender Small/Mid Cap Dividend Class D
0.25%
CanadaNGM270
North Growth Canadian Equity Series F
0.70%
CanadaRBF648
RBC O'Shaughnessy All-Canadian Equity Fund F
0.94%
CanadaTDB2265
TD Canadian Small Cap Equity Class - F
0.96%
CanadaBMO95136
BMO Canadian Small Cap Equity F
0.97%
CanadaTDB454
TD Canadian Small Cap Equity - F
0.99%
CanadaNGM272
North Growth Canadian Equity Series D
1.00%
CanadaMFC2040
Mackenzie Canadian Small Cap Fund F
1.01%