Search Criteria

Filter search criteria using below inputs

Click on magnifying glass icon to search

Search Criteria - - - Stocks (0)
CompanyCountrySymbol
  • Fund Categories
    Global Small/Mid Cap Equity
    (Canada)
  • YTD Change+1.90%
  • 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.
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
CanadaFID7680
Fidelity Global Small Cap Opportunities Fund - F
-1 out of 5 Stars
1.14%
+26.67%
CanadaFID7687
Fidelity Global Small Cap Opportunities Fund - F
-1 out of 5 Stars
1.14%
+26.67%
CanadaRBF649
RBC O'Shaughnessy Global Equity Fund F
4 Stars4 out of 5 Stars
1.09%
+22.55%
CanadaRBF1036
RBC O'Shaughnessy Global Equity Fund D
3 Stars3 out of 5 Stars
1.37%
+22.20%
CanadaBIP552
Brandes Global Small Cap Equity Cl F
5 Stars5 out of 5 Stars
1.58%
+21.55%
CanadaBIP554
Brandes Global Small Cap Equity Cl F
5 Stars5 out of 5 Stars
1.58%
+21.55%
CanadaRBF594
RBC O'Shaughnessy Global Equity Fund A
3 Stars3 out of 5 Stars
2.19%
+21.22%
CanadaBIP502
Brandes Global Opportunities Fund F
3 Stars3 out of 5 Stars
1.37%
+20.94%
CanadaBIP152
Brandes Global Small Cap Equity
5 Stars5 out of 5 Stars
2.66%
+20.19%
CanadaBIP154
Brandes Global Small Cap Equity U$
5 Stars5 out of 5 Stars
2.66%
+20.19%
CanadaBIP211
Brandes Global Small Cap Equity
5 Stars5 out of 5 Stars
2.66%
+20.19%
CanadaBIP252
Brandes Global Small Cap Equity
5 Stars5 out of 5 Stars
2.66%
+20.19%
CanadaBIP254
Brandes Global Small Cap Equity U$
5 Stars5 out of 5 Stars
2.66%
+20.19%
CanadaFID1284
Fidelity NorthStar Currency Neutral Class Series F
4 Stars4 out of 5 Stars
1.13%
+18.98%
CanadaFID1793
Fidelity NorthStar Ccy Netrl Cl Ser F8
4 Stars4 out of 5 Stars
1.15%
+18.96%
CanadaFID4135
Fidelity Global Intrinsic Value CN Class F
5 Stars5 out of 5 Stars
1.15%
+18.50%
CanadaFID1670
Fidelity NorthStar Cl F
5 Stars5 out of 5 Stars
1.10%
+18.14%
CanadaFID610
Fidelity NorthStar Cl F
5 Stars5 out of 5 Stars
1.10%
+18.14%
CanadaFID1788
Fidelity NorthStar Sr F5
5 Stars5 out of 5 Stars
1.09%
+18.14%
CanadaFID1966
Fidelity NorthStar Sr F5
5 Stars5 out of 5 Stars
1.09%
+18.14%
CanadaFID1791
Fidelity NorthStar Cl F8
5 Stars5 out of 5 Stars
1.10%
+18.14%
CanadaFID1790
Fidelity NorthStar Cl F5
5 Stars5 out of 5 Stars
1.11%
+18.13%
CanadaFID1968
Fidelity NorthStar Cl F5
5 Stars5 out of 5 Stars
1.11%
+18.13%
CanadaFID653
Fidelity NorthStar Sr F
5 Stars5 out of 5 Stars
1.09%
+18.13%
CanadaFID689
Fidelity NorthStar Sr F
5 Stars5 out of 5 Stars
1.09%
+18.13%
CanadaFID1789
Fidelity NorthStar Sr F8
5 Stars5 out of 5 Stars
1.09%
+18.12%
CanadaFID1967
Fidelity NorthStar Sr F8
5 Stars5 out of 5 Stars
1.09%
+18.12%
CanadaLEP210
Langdon Global Smaller Companies Portfolio Class F
-1 out of 5 Stars
1.35%
+18.12%
CanadaFID253
Fidelity NorthStar Sr B
4 Stars4 out of 5 Stars
2.23%
+16.80%
CanadaFID789
Fidelity NorthStar Sr B U$
4 Stars4 out of 5 Stars
2.23%
+16.80%
CanadaFID1270
Fidelity NorthStar Cl B U$
4 Stars4 out of 5 Stars
2.25%
+16.79%
CanadaFID210
Fidelity NorthStar Cl B
4 Stars4 out of 5 Stars
2.25%
+16.79%
CanadaFID1262
Fidelity NorthStar Sr S5
4 Stars4 out of 5 Stars
2.23%
+16.78%
CanadaFID262
Fidelity NorthStar Sr S8
4 Stars4 out of 5 Stars
2.25%
+16.78%
CanadaFID3250
Fidelity NorthStar Cl S5
4 Stars4 out of 5 Stars
2.27%
+16.76%
CanadaFID3210
Fidelity NorthStar Cl S8
4 Stars4 out of 5 Stars
2.30%
+16.73%
CanadaFID3271
Fidelity NorthStar Cl S8 U$
4 Stars4 out of 5 Stars
2.30%
+16.73%
CanadaFID562
Fidelity NorthStar Sr T8
4 Stars4 out of 5 Stars
2.47%
+16.54%
CanadaATL1626
Renaissance Global Small Cap Class F
4 Stars4 out of 5 Stars
1.00%
+16.51%
CanadaFID1570
Fidelity NorthStar Cl A U$
4 Stars4 out of 5 Stars
2.51%
+16.48%
CanadaFID510
Fidelity NorthStar Cl A
4 Stars4 out of 5 Stars
2.51%
+16.48%
CanadaFID489
Fidelity NorthStar Sr A U$
4 Stars4 out of 5 Stars
2.51%
+16.48%
CanadaFID553
Fidelity NorthStar Sr A
4 Stars4 out of 5 Stars
2.51%
+16.48%
CanadaFID1562
Fidelity NorthStar Sr T5
4 Stars4 out of 5 Stars
2.51%
+16.45%
CanadaFID3510
Fidelity NorthStar Cl T8
4 Stars4 out of 5 Stars
2.55%
+16.44%
CanadaFID3570
Fidelity NorthStar Cl T8
4 Stars4 out of 5 Stars
2.55%
+16.44%
CanadaFID3550
Fidelity NorthStar Cl T5
4 Stars4 out of 5 Stars
2.55%
+16.44%
CanadaFID3571
Fidelity NorthStar Cl T5 U$
4 Stars4 out of 5 Stars
2.55%
+16.44%
CanadaFID2932
Fidelity Global Intrinsic Value Class F5
5 Stars5 out of 5 Stars
1.08%
+15.96%
CanadaFID2933
Fidelity Global Intrinsic Value Class F8
5 Stars5 out of 5 Stars
1.10%
+15.94%
CanadaFID7428
Fidelity Global Intrinsic Value Fund F
-1 out of 5 Stars
1.10%
+15.94%
CanadaFID2931
Fidelity Global Intrinsic Value Class F
5 Stars5 out of 5 Stars
1.10%
+15.94%
CanadaFID2946
Fidelity Global Intrinsic Value Class F
5 Stars5 out of 5 Stars
1.10%
+15.94%
CanadaCGF774
Counsel Global Small Cap Series F
3 Stars3 out of 5 Stars
1.31%
+15.16%
CanadaATL1040
Renaissance Global Small Cap
3 Stars3 out of 5 Stars
2.21%
+15.11%
CanadaATL1041
Renaissance Global Small Cap
3 Stars3 out of 5 Stars
2.21%
+15.11%
CanadaBNS595
Scotia Global Small Cap Fund F
4 Stars4 out of 5 Stars
1.18%
+15.09%
CanadaFID2928
Fidelity Global Intrinsic Value Cl B
4 Stars4 out of 5 Stars
2.22%
+14.64%
CanadaFID2943
Fidelity Global Intrinsic Value Cl B U$
4 Stars4 out of 5 Stars
2.22%
+14.64%
CanadaBNS395
Scotia Global Small Cap A
3 Stars3 out of 5 Stars
2.12%
+14.02%
CanadaDFA512
DFA International Vector Equity Cl F-H
3 Stars3 out of 5 Stars
0.55%
+13.84%
CanadaCGF470
Counsel Global Small Cap Sr A
3 Stars3 out of 5 Stars
2.46%
+13.82%
CanadaCGF473
Counsel Global Small Cap Sr A
3 Stars3 out of 5 Stars
2.46%
+13.82%
CanadaDFA511
DFA International Vector Equity Cl A-H
3 Stars3 out of 5 Stars
1.68%
+12.56%
CanadaFID1191
Fidelity Global Small Cap Series F
4 Stars4 out of 5 Stars
1.11%
+12.25%
CanadaMMF4605
Manulife Global Small Cap Fund Series F
4 Stars4 out of 5 Stars
1.23%
+10.56%
CanadaMAW150
Mawer Global Small Cap A
4 Stars4 out of 5 Stars
1.77%
+9.92%
CanadaMMF4405
Manulife Global Small Cap Adv
4 Stars4 out of 5 Stars
2.45%
+9.21%
CanadaMMF4505
Manulife Global Small Cap Adv
4 Stars4 out of 5 Stars
2.45%
+9.21%
CanadaMFC8070
Mackenzie Global Small-Mid Cap D
3 Stars3 out of 5 Stars
1.31%
+8.08%
CanadaCIG80161
CI Global Smaller Companies Fund Class F
1 Star1 out of 5 Stars
1.33%
+7.99%
CanadaCIG4594
CI Global Smaller Companies Corporate Class F CAD Inc
1 Star1 out of 5 Stars
1.33%
+7.95%
CanadaFRC768
Russell Investments Global Smaller Companies Pool Sr F
3 Stars3 out of 5 Stars
1.23%
+7.65%
CanadaPGF210
Pender Value Fund Series F
2 Stars2 out of 5 Stars
1.45%
+7.06%
CanadaCIG2594
CI Global Smaller Companies Corp Cl A
1 Star1 out of 5 Stars
2.43%
+6.76%
CanadaFRC763
Russell Inv Gbl Smaller Companies Pl B
3 Stars3 out of 5 Stars
2.22%
+6.54%
CanadaCIB166
CIBC International Small Companies F
2 Stars2 out of 5 Stars
1.03%
+6.27%
CanadaPGF200
Pender Value A
1 Star1 out of 5 Stars
2.51%
+5.92%
CanadaFRC2765
Russell Investments Global Smaller Companies Class Sr F
3 Stars3 out of 5 Stars
2.08%
+5.81%
CanadaCIB504
CIBC International Small Companies
2 Stars2 out of 5 Stars
2.21%
+4.98%
CanadaFRC2760
Russell Inv Gbl Smaller Companies Cl B
2 Stars2 out of 5 Stars
3.15%
+4.64%
CanadaAIM25247
Invesco Global Opportunities Class Series F
1 Star1 out of 5 Stars
1.10%
+4.51%
CanadaAIM25211
Invesco Global Opportunities Cl Ser A
1 Star1 out of 5 Stars
2.97%
+2.59%
CanadaAIM25213
Invesco Global Opportunities Cl Ser A
1 Star1 out of 5 Stars
2.97%
+2.59%
CanadaBMO88151
BMO Global Small Cap F
3 Stars3 out of 5 Stars
1.00%
+2.45%
CanadaTML3918
Franklin Royce Global Small Cap Premier Fund Series PF
2 Stars2 out of 5 Stars
1.16%
+2.23%
CanadaTML747
Franklin Royce Global Small Cap Premier Fund Series F
2 Stars2 out of 5 Stars
1.27%
+2.13%
CanadaTML754
Franklin Royce Global Small Cap Premier Fund Series F
2 Stars2 out of 5 Stars
1.27%
+2.13%
CanadaCCL451
CC&L Global Alpha - Series F
3 Stars3 out of 5 Stars
1.33%
+2.09%
CanadaDJT07075
Desjardins Global Small Cap Equity D
2 Stars2 out of 5 Stars
1.31%
+1.24%
CanadaTML707
Franklin Royce Global Sm Cp Prem Ser A
2 Stars2 out of 5 Stars
2.37%
+1.00%
CanadaTML737
Franklin Royce Global Sm Cp Prem Ser A
2 Stars2 out of 5 Stars
2.37%
+1.00%
CanadaTML806
Franklin Royce Global Sm Cp Prem Ser A
2 Stars2 out of 5 Stars
2.37%
+1.00%
CanadaTML906
Franklin Royce Global Sm Cp Prem Ser A
2 Stars2 out of 5 Stars
2.37%
+1.00%
CanadaCCL450
CC&L Global Alpha - Series A
2 Stars2 out of 5 Stars
2.38%
+0.96%
CanadaBMO77265
BMO Global Small Cap Advisor U$
3 Stars3 out of 5 Stars
2.57%
+0.87%
CanadaBMO79151
BMO Global Small Cap Advisor U$
3 Stars3 out of 5 Stars
2.57%
+0.87%
CanadaBMO85151
BMO Global Small Cap Advisor
3 Stars3 out of 5 Stars
2.57%
+0.87%
CanadaBMO87151
BMO Global Small Cap Advisor
3 Stars3 out of 5 Stars
2.57%
+0.87%
CanadaDJT00075
Desjardins Global Small Cap Equity A
2 Stars2 out of 5 Stars
2.45%
+0.09%
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 Thursday, Feb 29, 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
CanadaDFA512
DFA International Vector Equity Cl F-H
0.55%
CanadaATL1626
Renaissance Global Small Cap Class F
1.00%
CanadaBMO88151
BMO Global Small Cap F
1.00%
CanadaCIB166
CIBC International Small Companies F
1.03%
CanadaMFC5786
Mackenzie Greenchip Global Environmental All Cap Fund F
1.06%
CanadaFID2932
Fidelity Global Intrinsic Value Class F5
1.08%
CanadaFID1788
Fidelity NorthStar Sr F5
1.09%
CanadaFID1966
Fidelity NorthStar Sr F5
1.09%
CanadaFID1789
Fidelity NorthStar Sr F8
1.09%
CanadaFID1967
Fidelity NorthStar Sr F8
1.09%