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  • Fund Categories
    Global Small/Mid Cap Equity
    (Canada)
  • YTD Change+13.36%
  • 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
CanadaBIP912
Brandes Global Small Cap Equity Cl D
1 Star1 Star
1.90%
+51.14%
CanadaBIP152
Brandes Global Small Cap Equity
2 Stars2 Stars
2.68%
+49.99%
CanadaBIP154
Brandes Global Small Cap Equity U$
2 Stars2 Stars
2.68%
+49.99%
CanadaBIP211
Brandes Global Small Cap Equity
2 Stars2 Stars
2.68%
+49.99%
CanadaBIP252
Brandes Global Small Cap Equity
2 Stars2 Stars
2.68%
+49.99%
CanadaBIP254
Brandes Global Small Cap Equity U$
2 Stars2 Stars
2.68%
+49.99%
CanadaCIG4594
CI Global Smaller Companies Corporate Class F CAD Inc
4 Stars4 Stars
1.33%
+46.59%
CanadaPGF860
Pender Global Focused Fund D
4 Stars4 Stars
1.48%
+46.22%
CanadaCIG2594
CI Global Smaller Companies Corp Cl A
3 Stars3 Stars
2.46%
+44.97%
CanadaPGF800
Pender Global Focused Fund A
3 Stars3 Stars
2.35%
+44.76%
CanadaCCL451
CC&L Global Alpha - Series F
4 Stars4 Stars
1.31%
+44.11%
CanadaCCL450
CC&L Global Alpha - Series A
4 Stars4 Stars
2.39%
+42.55%
CanadaFRC768
Russell Investments Global Smaller Companies Pool Sr F
3 Stars3 Stars
1.23%
+41.04%
CanadaCGF470
Counsel Global Small Cap Sr A
4 Stars4 Stars
2.47%
+40.99%
CanadaCGF473
Counsel Global Small Cap Sr A
4 Stars4 Stars
2.47%
+40.99%
CanadaFRC763
Russell Inv Gbl Smaller Companies Pl B
2 Stars2 Stars
2.22%
+39.91%
CanadaFRC2765
Russell Investments Global Smaller Companies Class Sr F
2 Stars2 Stars
1.35%
+38.25%
CanadaFRC2760
Russell Inv Gbl Smaller Companies Cl B
1 Star1 Star
2.43%
+36.77%
CanadaFID4135
Fidelity Global Intrinsic Value CN Class F
3 Stars3 Stars
1.22%
+35.75%
CanadaDJT07168
Desjardins SocieTerra Cleantech D
5 Stars5 Stars
1.75%
+35.45%
CanadaATL1040
Renaissance Global Small Cap
5 Stars5 Stars
2.48%
+35.27%
CanadaATL1041
Renaissance Global Small Cap
5 Stars5 Stars
2.48%
+35.27%
CanadaPGF210
Pender Value Fund Series F
2 Stars2 Stars
1.40%
+34.15%
CanadaPGF260
Pender Value D
1 Star1 Star
1.53%
+34.15%
CanadaDJT00168
Desjardins SocieTerra Cleantech A
5 Stars5 Stars
2.62%
+34.08%
CanadaRBF649
RBC O'Shaughnessy Global Equity Fund F
2 Stars2 Stars
1.08%
+33.77%
CanadaDJT07075
Desjardins Global Small Cap Equity D
3 Stars3 Stars
1.64%
+33.64%
CanadaRBF1036
RBC O'Shaughnessy Global Equity Sr D
2 Stars2 Stars
1.36%
+33.38%
CanadaPGF200
Pender Value A
1 Star1 Star
2.40%
+32.79%
CanadaDJT00075
Desjardins Global Small Cap Equity A
2 Stars2 Stars
2.50%
+32.28%
CanadaRBF594
RBC O'Shaughnessy Global Equity Sr A
2 Stars2 Stars
2.21%
+32.28%
CanadaFID1284
Fidelity NorthStar Currency Neutral Class Series F
3 Stars3 Stars
1.20%
+32.00%
CanadaFID1793
Fidelity NorthStar Ccy Netrl Cl Ser F8
3 Stars3 Stars
1.21%
+31.96%
CanadaMFC5785
Mackenzie Grnchp Glbl Envr All Cap D
5 Stars5 Stars
1.62%
+31.22%
CanadaBMO88151
BMO Global Small Cap F
3 Stars3 Stars
1.06%
+29.97%
CanadaBMO31151
BMO Global Small Cap D
2 Stars2 Stars
1.84%
+29.00%
CanadaTML747
Franklin Royce Global Small Cap Premier Fund Series F
3 Stars3 Stars
1.51%
+28.95%
CanadaNPP373
Ninepoint International Small Cap Fund Series D
2 Stars2 Stars
2.77%
+28.53%
CanadaBMO77265
BMO Global Small Cap Advisor U$
3 Stars3 Stars
2.61%
+27.95%
CanadaBMO79151
BMO Global Small Cap Advisor U$
3 Stars3 Stars
2.61%
+27.95%
CanadaBMO85151
BMO Global Small Cap Advisor
3 Stars3 Stars
2.61%
+27.95%
CanadaBMO87151
BMO Global Small Cap Advisor
3 Stars3 Stars
2.61%
+27.95%
CanadaTML707
Franklin Royce Global Sm Cp Prem Ser A
2 Stars2 Stars
2.62%
+27.55%
CanadaTML737
Franklin Royce Global Sm Cp Prem Ser A
2 Stars2 Stars
2.62%
+27.55%
CanadaTML806
Franklin Royce Global Sm Cp Prem Ser A
2 Stars2 Stars
2.62%
+27.55%
CanadaTML906
Franklin Royce Global Sm Cp Prem Ser A
2 Stars2 Stars
2.62%
+27.55%
CanadaNPP370
Ninepoint International Small Cap A
2 Stars2 Stars
3.31%
+27.47%
CanadaFID3980
Fidelity Global Intrinsic Value Class P2
3 Stars3 Stars
1.00%
+26.16%
CanadaFID3442
Fidelity Global Intrinsic Value Class P1
3 Stars3 Stars
1.08%
+26.09%
CanadaFID3443
Fidelity Global Intrinsic Value Class P1
3 Stars3 Stars
1.08%
+26.09%
CanadaFID2933
Fidelity Global Intrinsic Value Class F8
3 Stars3 Stars
1.16%
+25.98%
CanadaFID2931
Fidelity Global Intrinsic Value Class F
3 Stars3 Stars
1.16%
+25.96%
CanadaFID2946
Fidelity Global Intrinsic Value Class F
3 Stars3 Stars
1.16%
+25.96%
CanadaFID2928
Fidelity Global Intrinsic Value Cl B
3 Stars3 Stars
2.30%
+24.54%
CanadaFID2943
Fidelity Global Intrinsic Value Cl B U$
3 Stars3 Stars
2.30%
+24.54%
CanadaFID6214
Fidelity NorthStar Cl P5T5
4 Stars4 Stars
0.79%
+24.42%
CanadaFID6217
Fidelity NorthStar Cl P5T5
4 Stars4 Stars
0.79%
+24.42%
CanadaFID3954
Fidelity NorthStar Cl P5
3 Stars3 Stars
0.86%
+24.40%
CanadaFID3958
Fidelity NorthStar Cl P5
3 Stars3 Stars
0.86%
+24.40%
CanadaFID3352
Fidelity NorthStar Sr P5
3 Stars3 Stars
0.85%
+24.34%
CanadaIGI1401
IG Mackenzie International Small Cap Class U
3 Stars3 Stars
1.23%
+24.33%
CanadaFID5844
Fidelity NorthStar Sr P4T5
4 Stars4 Stars
0.82%
+24.29%
CanadaFID3350
Fidelity NorthStar Sr P4
3 Stars3 Stars
0.90%
+24.27%
CanadaFID3734
Fidelity NorthStar Sr P4
3 Stars3 Stars
0.90%
+24.27%
CanadaFID5682
Fidelity NorthStar Cl P4T5
4 Stars4 Stars
0.94%
+24.26%
CanadaFID6216
Fidelity NorthStar Cl P4T5
4 Stars4 Stars
0.94%
+24.26%
CanadaFID3359
Fidelity NorthStar Cl P4
3 Stars3 Stars
0.93%
+24.26%
CanadaFID3957
Fidelity NorthStar Cl P4
3 Stars3 Stars
0.93%
+24.26%
CanadaFID3358
Fidelity NorthStar Cl P3
3 Stars3 Stars
0.99%
+24.19%
CanadaFID3956
Fidelity NorthStar Cl P3
3 Stars3 Stars
0.99%
+24.19%
CanadaFID3345
Fidelity NorthStar Sr P3
3 Stars3 Stars
0.98%
+24.19%
CanadaFID3733
Fidelity NorthStar Sr P3
3 Stars3 Stars
0.98%
+24.19%
CanadaFID5217
Fidelity NorthStar Cl P3T5
3 Stars3 Stars
1.00%
+24.16%
CanadaFID6215
Fidelity NorthStar Cl P3T5
3 Stars3 Stars
1.00%
+24.16%
CanadaFID5170
Fidelity NorthStar Sr P2T5
3 Stars3 Stars
1.00%
+24.15%
CanadaFID5843
Fidelity NorthStar Sr P3T5
4 Stars4 Stars
1.01%
+24.14%
CanadaFID3357
Fidelity NorthStar Cl P2
3 Stars3 Stars
1.03%
+24.14%
CanadaFID3361
Fidelity NorthStar Cl P2
3 Stars3 Stars
1.03%
+24.14%
CanadaFID3953
Fidelity NorthStar Cl P2T5
3 Stars3 Stars
1.03%
+24.14%
CanadaFID5013
Fidelity NorthStar Cl P2T5
3 Stars3 Stars
1.03%
+24.14%
CanadaFID3344
Fidelity NorthStar Sr P2
3 Stars3 Stars
1.03%
+24.10%
CanadaFID3354
Fidelity NorthStar Sr P2
3 Stars3 Stars
1.03%
+24.10%
CanadaFID3356
Fidelity NorthStar Cl P1T5
3 Stars3 Stars
1.10%
+24.04%
CanadaFID3955
Fidelity NorthStar Cl P1T5
3 Stars3 Stars
1.10%
+24.04%
CanadaFID3355
Fidelity NorthStar Cl P1
3 Stars3 Stars
1.12%
+24.03%
CanadaFID3360
Fidelity NorthStar Cl P1
3 Stars3 Stars
1.12%
+24.03%
CanadaFID3343
Fidelity NorthStar Sr P1T5
3 Stars3 Stars
1.11%
+24.02%
CanadaFID3732
Fidelity NorthStar Sr P1T5
3 Stars3 Stars
1.11%
+24.02%
CanadaFID3342
Fidelity NorthStar Sr P1
3 Stars3 Stars
1.11%
+24.00%
CanadaFID3353
Fidelity NorthStar Sr P1
3 Stars3 Stars
1.11%
+24.00%
CanadaBNS395
Scotia Global Small Cap
3 Stars3 Stars
2.11%
+23.99%
CanadaFID1670
Fidelity NorthStar Cl F
3 Stars3 Stars
1.17%
+23.97%
CanadaFID610
Fidelity NorthStar Cl F
3 Stars3 Stars
1.17%
+23.97%
CanadaFID1790
Fidelity NorthStar Cl F5
2 Stars2 Stars
1.16%
+23.95%
CanadaFID1968
Fidelity NorthStar Cl F5
2 Stars2 Stars
1.16%
+23.95%
CanadaFID653
Fidelity NorthStar Sr F
3 Stars3 Stars
1.17%
+23.95%
CanadaFID689
Fidelity NorthStar Sr F
3 Stars3 Stars
1.17%
+23.95%
CanadaFID1788
Fidelity NorthStar Sr F5
2 Stars2 Stars
1.16%
+23.95%
CanadaFID1966
Fidelity NorthStar Sr F5
2 Stars2 Stars
1.16%
+23.95%
CanadaFID1789
Fidelity NorthStar Sr F8
2 Stars2 Stars
1.15%
+23.95%
Show TD Mutual Funds FirstSelect AllGo

Global Small/Mid Cap Equity

Funds in the Global Small/Mid Cap Equity category must invest in securities domiciled anywhere across the globe such that their average market capitalization is within the small/mid cap threshold and must invest more than 5% and less than 90% of their Equities Assets in Canada or the U.S.. Funds that do not meet any of the requirements of other geographic equity categories and have no formal restrictions that limit where they can invest will be assigned to this category.

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
CanadaFID6214
Fidelity NorthStar Cl P5T5
0.79%
CanadaFID6217
Fidelity NorthStar Cl P5T5
0.79%
CanadaFID5844
Fidelity NorthStar Sr P4T5
0.82%
CanadaFID3352
Fidelity NorthStar Sr P5
0.85%
CanadaFID3954
Fidelity NorthStar Cl P5
0.86%
CanadaFID3958
Fidelity NorthStar Cl P5
0.86%
CanadaFID3350
Fidelity NorthStar Sr P4
0.90%
CanadaFID3734
Fidelity NorthStar Sr P4
0.90%
CanadaFID3359
Fidelity NorthStar Cl P4
0.93%
CanadaFID3957
Fidelity NorthStar Cl P4
0.93%