Search Criteria

Filter search criteria using below inputs

Click on magnifying glass icon to search

Search Criteria - - - Stocks (0)
CompanyCountrySymbol

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
Could not chart data
Not enough data to chart.
X Axis Label
RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaCIG50227
CI North American Dividend A
3 Stars3 Stars
2.24%
+35.93%
CanadaBMO95721
BMO North American Dividend F
3 Stars3 Stars
0.89%
+35.52%
CanadaBMO31721
BMO North American Dividend D
2 Stars2 Stars
1.72%
+34.41%
CanadaFID5012
Fidelity North American Equity Class P2
5 Stars5 Stars
0.95%
+34.07%
CanadaFID4114
Fidelity North American Equity Class P1
5 Stars5 Stars
1.03%
+33.98%
CanadaFID3481
Fidelity North American Equity Class F
5 Stars5 Stars
1.11%
+33.86%
CanadaFID3482
Fidelity North American Equity Class F5
5 Stars5 Stars
1.13%
+33.84%
CanadaPFC401
Purpose Core Dividend Fund Series F
2 Stars2 Stars
0.75%
+33.37%
CanadaBMO70721
BMO North American Dividend A
3 Stars3 Stars
2.53%
+33.32%
CanadaBMO97721
BMO North American Dividend Advisor
3 Stars3 Stars
2.56%
+33.29%
CanadaBMO99721
BMO North American Dividend Advisor
3 Stars3 Stars
2.56%
+33.29%
CanadaPFC403
Purpose Core Dividend D
2 Stars2 Stars
1.04%
+32.95%
CanadaDYN3929
Dynamic North American Dividend Private Pool F
3 Stars3 Stars
0.94%
+31.94%
CanadaPFC400
Purpose Core Dividend A
2 Stars2 Stars
1.84%
+31.91%
CanadaBMO31757
BMO Women in Leadership D
3 Stars3 Stars
0.68%
+31.75%
CanadaPFC703
Purpose Best Ideas D
4 Stars4 Stars
1.04%
+31.03%
CanadaBMO70757
BMO Women in Leadership A
3 Stars3 Stars
1.51%
+30.70%
CanadaPFC700
Purpose Best Ideas A
3 Stars3 Stars
1.81%
+30.03%
CanadaTDB3006
TD North American Dividend - S-series
3 Stars3 Stars
0.92%
+28.78%
CanadaTDB3504
TD North American Dividend - F
4 Stars4 Stars
0.88%
+28.78%
CanadaTDB688
TD North American Dividend - F
4 Stars4 Stars
0.88%
+28.78%
CanadaTDB3490
TD North American Dividend Fund - FT5
3 Stars3 Stars
0.89%
+28.71%
CanadaTDB2231
TD North American Sustnby Eq D
-1 Star
1.46%
+28.16%
CanadaTDB3017
TD North American Dividend - D U$
3 Stars3 Stars
1.49%
+27.97%
CanadaTDB3048
TD North American Dividend - D
3 Stars3 Stars
1.49%
+27.97%
CanadaTDB3002
TD North American Dividend - T
3 Stars3 Stars
2.20%
+27.12%
CanadaTDB3003
TD North American Dividend - T-series
3 Stars3 Stars
2.20%
+27.12%
CanadaTDB3004
TD North American Dividend - T-series
3 Stars3 Stars
2.20%
+27.12%
CanadaTDB3005
TD North American Dividend - T-series
3 Stars3 Stars
2.20%
+27.12%
CanadaTDB684
TD North American Dividend - A
4 Stars4 Stars
2.21%
+27.09%
CanadaTDB685
TD North American Dividend - A
4 Stars4 Stars
2.21%
+27.09%
CanadaTDB686
TD North American Dividend - A
4 Stars4 Stars
2.21%
+27.09%
CanadaTDB687
TD North American Dividend - A
4 Stars4 Stars
2.21%
+27.09%
CanadaTDB3001
TD North American Dividend - H
3 Stars3 Stars
2.21%
+27.04%
CanadaTDB228
TD North American Dividend - I U$
4 Stars4 Stars
2.23%
+27.02%
CanadaTDB619
TD North American Dividend - I
4 Stars4 Stars
2.23%
+27.02%
CanadaCWF001
Caldwell Balanced
2 Stars2 Stars
2.87%
+26.71%
CanadaCWF101
Caldwell Balanced
2 Stars2 Stars
2.87%
+26.71%
CanadaBCM810
Barometer Disciplined Leadership Tactical Income and Growth Fund - Class F
1 Star1 Star
1.72%
+26.60%
CanadaBCM300
Barometer Tactical Income Pool - Class F
2 Stars2 Stars
---
+25.59%
CanadaSCL5558
Stone Growth T8A
4 Stars4 Stars
3.62%
+25.35%
CanadaSCL555
Stone Growth A
4 Stars4 Stars
3.67%
+25.26%
CanadaBCM800
Barometer Disc Leadership Tact Inc&Gr A
1 Star1 Star
2.80%
+25.23%
CanadaSCL556
Stone Growth B
3 Stars3 Stars
4.02%
+24.62%
CanadaPFC770
Purpose Best Ideas A (N-C Hdg)
4 Stars4 Stars
1.87%
+22.17%
Show TD Mutual Funds FirstSelect AllGo

North American Equity

Funds in the North American Equity Categorymust invest at least 90% of their equity holdings in securities domiciled in Canada and/or the United States but less than 50% of their equity holdings in securities domiciled in Canada. This category excludes any fund that meets the requirements of the U.S. Equity and U.S. Small/Mid Cap Equity categories.

FUND STRATEGIES

Data as of Sunday, Oct 31, 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
CanadaBMO31757
BMO Women in Leadership D
0.68%
CanadaPFC401
Purpose Core Dividend Fund Series F
0.75%
CanadaTDB3504
TD North American Dividend - F
0.88%
CanadaTDB688
TD North American Dividend - F
0.88%
CanadaBMO95721
BMO North American Dividend F
0.89%
CanadaTDB3490
TD North American Dividend Fund - FT5
0.89%
CanadaTDB3006
TD North American Dividend - S-series
0.92%
CanadaDYN3929
Dynamic North American Dividend Private Pool F
0.94%
CanadaFID5012
Fidelity North American Equity Class P2
0.95%
CanadaFID4114
Fidelity North American Equity Class P1
1.03%