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  • Fund Categories
    US Small/Mid Cap Equity
    (Canada)
  • YTD Change+12.64%
  • 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
CanadaAGF1434
AGF US Small-Mid Cap Series W
4 Stars4 out of 5 Stars
0.00%
+46.52%
CanadaAGF707
AGF US Small-Mid Cap Series F
4 Stars4 out of 5 Stars
1.18%
+45.09%
CanadaAGF807
AGF US Small-Mid Cap Series F
4 Stars4 out of 5 Stars
1.18%
+45.09%
CanadaAGF489
AGF US Small-Mid Cap Fund
4 Stars4 out of 5 Stars
2.56%
+43.30%
CanadaAGF580
AGF US Small-Mid Cap Fund
4 Stars4 out of 5 Stars
2.56%
+43.30%
CanadaAGF680
AGF US Small-Mid Cap Fund
4 Stars4 out of 5 Stars
2.56%
+43.30%
CanadaAGF789
AGF US Small-Mid Cap Fund
4 Stars4 out of 5 Stars
2.56%
+43.30%
CanadaCIG118
CI U.S. Small/Mid Cap Equity Fund (Series F units)
4 Stars4 out of 5 Stars
1.33%
+40.34%
CanadaCIG518
CI U.S. Small/Mid Cap Equity Fund (Series F units)
4 Stars4 out of 5 Stars
1.33%
+40.34%
CanadaCIG267
CI U.S. Small/Mid Cap Equity Corporate Class (Series F shares)
3 Stars3 out of 5 Stars
1.36%
+39.72%
CanadaCIG367
CI U.S. Small/Mid Cap Equity Corporate Class (Series F shares)
3 Stars3 out of 5 Stars
1.36%
+39.72%
CanadaCIG213
CI U.S. Small/Mid Cap Equity Fund (Series A units)
3 Stars3 out of 5 Stars
2.42%
+38.80%
CanadaCIG313
CI U.S. Small/Mid Cap Equity Fund (Series A units)
3 Stars3 out of 5 Stars
2.42%
+38.80%
CanadaCIG613
CI U.S. Small/Mid Cap Equity Fund (Series A units)
3 Stars3 out of 5 Stars
2.42%
+38.80%
CanadaCIG813
CI U.S. Small/Mid Cap Equity Fund (Series A units)
3 Stars3 out of 5 Stars
2.42%
+38.80%
CanadaBMO95214
BMO U.S. Small Cap Fund Series F
5 Stars5 out of 5 Stars
0.90%
+38.41%
CanadaCIG297
CI U.S. Small/Mid Cap Equity Corporate Class (Series A shares)
3 Stars3 out of 5 Stars
2.45%
+38.19%
CanadaCIG397
CI U.S. Small/Mid Cap Equity Corporate Class (Series A shares)
3 Stars3 out of 5 Stars
2.45%
+38.19%
CanadaCIG497
CI U.S. Small/Mid Cap Equity Corporate Class (Series A shares)
3 Stars3 out of 5 Stars
2.45%
+38.19%
CanadaCIG797
CI U.S. Small/Mid Cap Equity Corporate Class (Series A shares)
3 Stars3 out of 5 Stars
2.45%
+38.19%
CanadaAIM5527
Invesco Main Street U.S. Small Cap Class Series F
3 Stars3 out of 5 Stars
1.12%
+35.23%
CanadaAIM5528
Invesco Main Street U.S. Small Cap Class Series F
3 Stars3 out of 5 Stars
1.12%
+35.23%
CanadaAIM25121
Invesco Main Street U.S. Small Cap Class Series P
3 Stars3 out of 5 Stars
2.39%
+33.55%
CanadaAIM5521
Invesco Main Street U.S. Small Cap Class Series A
3 Stars3 out of 5 Stars
2.94%
+32.81%
CanadaAIM5522
Invesco Main Street U.S. Small Cap Class Series A
3 Stars3 out of 5 Stars
2.94%
+32.81%
CanadaAIM5523
Invesco Main Street U.S. Small Cap Class Series A
3 Stars3 out of 5 Stars
2.94%
+32.81%
CanadaAIM5524
Invesco Main Street U.S. Small Cap Class Series A
3 Stars3 out of 5 Stars
2.94%
+32.81%
CanadaRBF5337
RBC U.S. Mid-Cap Growth Equity Fund F
5 Stars5 out of 5 Stars
0.94%
+32.64%
CanadaRBF617
RBC U.S. Mid-Cap Growth Equity Fund F
5 Stars5 out of 5 Stars
0.94%
+32.64%
CanadaRBF618
RBC O'Shaughnessy U.S. Growth Fund F
1 Star1 out of 5 Stars
0.93%
+32.38%
CanadaRBF1026
RBC U.S. Mid-Cap Growth Equity Fund D
5 Stars5 out of 5 Stars
1.19%
+32.31%
CanadaRBF1027
RBC U.S. Mid-Cap Growth Equity Fund D
5 Stars5 out of 5 Stars
1.19%
+32.31%
CanadaCIB280
CIBC U.S. Small Companies Fund F
3 Stars3 out of 5 Stars
1.32%
+32.30%
CanadaCIB281
CIBC U.S. Small Companies Fund F
3 Stars3 out of 5 Stars
1.32%
+32.30%
CanadaRBF5542
RBC U.S. Mid-Cap Value Equity Fund F
3 Stars3 out of 5 Stars
0.92%
+32.22%
CanadaRBF692
RBC U.S. Mid-Cap Value Equity Fund F
3 Stars3 out of 5 Stars
0.92%
+32.22%
CanadaRBF1029
RBC O'Shaughnessy U.S. Growth Fund D
1 Star1 out of 5 Stars
1.20%
+32.05%
CanadaRBF1092
RBC U.S. Mid-Cap Value Equity Fund D
3 Stars3 out of 5 Stars
1.19%
+31.87%
CanadaRBF1542
RBC U.S. Mid-Cap Value Equity Fund D
3 Stars3 out of 5 Stars
1.19%
+31.87%
CanadaRBF551
RBC O'Shaughnessy U.S. Growth Fund A
1 Star1 out of 5 Stars
1.49%
+31.65%
CanadaRBF645
RBC U.S. Mid-Cap Growth Equity Currency Neutral Fund F
4 Stars4 out of 5 Stars
0.93%
+31.53%
CanadaTDB3505
TD US Small Cap Equity - F
4 Stars4 out of 5 Stars
1.12%
+31.36%
CanadaTDB457
TD US Small Cap Equity - F
4 Stars4 out of 5 Stars
1.12%
+31.36%
CanadaRBF1028
RBC U.S. Mid-Cap Growth Equity Currency Neutral Fund D
3 Stars3 out of 5 Stars
1.20%
+31.23%
CanadaRBF336
RBC U.S. Mid-Cap Growth Equity Fund A
5 Stars5 out of 5 Stars
2.04%
+31.19%
CanadaRBF337
RBC U.S. Mid-Cap Growth Equity Fund A
5 Stars5 out of 5 Stars
2.04%
+31.19%
CanadaTDB3018
TD US Small Cap Equity - D
3 Stars3 out of 5 Stars
1.32%
+31.12%
CanadaTDB3051
TD US Small Cap Equity - D
3 Stars3 out of 5 Stars
1.32%
+31.12%
CanadaCIB495
CIBC US Small Companies
4 Stars4 out of 5 Stars
2.48%
+30.78%
CanadaCIB895
CIBC US Small Companies
4 Stars4 out of 5 Stars
2.48%
+30.78%
CanadaRBF492
RBC U.S. Mid-Cap Value Equity Fund A
3 Stars3 out of 5 Stars
2.04%
+30.67%
CanadaRBF542
RBC U.S. Mid-Cap Value Equity Fund A
3 Stars3 out of 5 Stars
2.04%
+30.67%
CanadaRBF589
RBC U.S. Mid-Cap Growth Equity Currency Neutral Fund A
3 Stars3 out of 5 Stars
2.04%
+30.09%
CanadaRBF655
RBC O'Shaughnessy U.S. Growth Fund II F
2 Stars2 out of 5 Stars
1.05%
+30.08%
CanadaRBF1046
RBC O'Shaughnessy U.S. Growth Fund II D
1 Star1 out of 5 Stars
1.26%
+29.80%
CanadaTDB127
TD US Small Cap Equity - A
4 Stars4 out of 5 Stars
2.42%
+29.67%
CanadaTDB827
TD US Small Cap Equity - A
4 Stars4 out of 5 Stars
2.42%
+29.67%
CanadaTDB837
TD US Small Cap Equity - A
4 Stars4 out of 5 Stars
2.42%
+29.67%
CanadaTDB847
TD US Small Cap Equity - A
4 Stars4 out of 5 Stars
2.42%
+29.67%
CanadaTDB222
TD US Small Cap Equity - I
4 Stars4 out of 5 Stars
2.44%
+29.65%
CanadaTDB653
TD US Small Cap Equity - I
4 Stars4 out of 5 Stars
2.44%
+29.65%
CanadaGBC310
Pembroke American Growth Fund Inc.
3 Stars3 out of 5 Stars
0.17%
+29.17%
CanadaRBF306
RBC O'Shaughnessy U.S. Growth Fund II A
1 Star1 out of 5 Stars
2.16%
+28.65%
CanadaTDB2525
TD US Mid-Cap Growth - F
4 Stars4 out of 5 Stars
1.11%
+27.65%
CanadaTDB412
TD US Mid-Cap Growth - F
4 Stars4 out of 5 Stars
1.11%
+27.65%
CanadaTDB2305
TD US Mid-Cap Growth Class - F
4 Stars4 out of 5 Stars
1.14%
+27.60%
CanadaMFC8113
Mackenzie US Mid Cap Opportunities Fund F
3 Stars3 out of 5 Stars
1.05%
+27.52%
CanadaTDB3012
TD U.S. Mid-Cap Growth Fund D-Series
4 Stars4 out of 5 Stars
1.33%
+27.39%
CanadaTDB3093
TD U.S. Mid-Cap Growth Fund D-Series
4 Stars4 out of 5 Stars
1.33%
+27.39%
CanadaTDB2319
TD US Mid-Cap Growth Class - D
-1 out of 5 Stars
1.34%
+27.31%
CanadaRBF693
RBC U.S. Small-Cap Core Equity Fund F
3 Stars3 out of 5 Stars
0.95%
+26.66%
CanadaPCA014
SEI US Small Company Class O
3 Stars3 out of 5 Stars
0.10%
+26.44%
CanadaRBF1093
RBC U.S. Small-Cap Core Equity Fund D
3 Stars3 out of 5 Stars
1.17%
+26.39%
CanadaRBF1543
RBC U.S. Small-Cap Core Equity Fund D
3 Stars3 out of 5 Stars
1.17%
+26.39%
CanadaTDB221
TD US Mid-Cap Growth - I
4 Stars4 out of 5 Stars
2.44%
+25.97%
CanadaTDB974
TD US Mid-Cap Growth - I
4 Stars4 out of 5 Stars
2.44%
+25.97%
CanadaTDB126
TD US Mid-Cap Growth - A
4 Stars4 out of 5 Stars
2.45%
+25.97%
CanadaTDB2521
TD US Mid-Cap Growth - A
4 Stars4 out of 5 Stars
2.45%
+25.97%
CanadaTDB2522
TD US Mid-Cap Growth - A
4 Stars4 out of 5 Stars
2.45%
+25.97%
CanadaTDB2523
TD US Mid-Cap Growth - A
4 Stars4 out of 5 Stars
2.45%
+25.97%
CanadaTDB2524
TD US Mid-Cap Growth - A
4 Stars4 out of 5 Stars
2.45%
+25.97%
CanadaTDB312
TD US Mid-Cap Growth - A
4 Stars4 out of 5 Stars
2.45%
+25.97%
CanadaTDB342
TD US Mid-Cap Growth - A
4 Stars4 out of 5 Stars
2.45%
+25.97%
CanadaTDB372
TD US Mid-Cap Growth - A
4 Stars4 out of 5 Stars
2.45%
+25.97%
CanadaTDB2300
TD US Mid-Cap Growth Class - I
4 Stars4 out of 5 Stars
2.45%
+25.96%
CanadaHIL250
Hillsdale US Small Cap Equity Fund Series A U$
4 Stars4 out of 5 Stars
---
+25.69%
CanadaHIL251
Hillsdale US Small Cap Equity Fund Series A U$
4 Stars4 out of 5 Stars
---
+25.69%
CanadaRBF5435
RBC U.S. Small-Cap Value Equity Fund F
3 Stars3 out of 5 Stars
0.94%
+25.51%
CanadaRBF493
RBC U.S. Small-Cap Core Equity Fund A
3 Stars3 out of 5 Stars
2.06%
+25.29%
CanadaRBF543
RBC U.S. Small-Cap Core Equity Fund A
3 Stars3 out of 5 Stars
2.06%
+25.29%
CanadaRBF1435
RBC U.S. Small-Cap Value Equity Fund D
3 Stars3 out of 5 Stars
1.24%
+25.21%
CanadaMFC8137
Mackenzie US Mid Cap Opportunities Currency Neutral Fund A
1 Star1 out of 5 Stars
2.58%
+24.56%
CanadaMFC8649
Mackenzie US Small-Mid Cap Growth Fund PWX
4 Stars4 out of 5 Stars
---
+24.46%
CanadaTDB2418
TD U.S. Mid-Cap Growth Currency Neutral Fd D
-1 out of 5 Stars
1.35%
+24.37%
CanadaRBF435
RBC U.S. Small-Cap Value Equity Fund A
3 Stars3 out of 5 Stars
2.05%
+24.15%
CanadaMFC8625
Mackenzie US Small-Mid Cap Growth Fund F
4 Stars4 out of 5 Stars
1.05%
+23.16%
CanadaMFC8629
Mackenzie US Small-Mid Cap Growth Fund F
4 Stars4 out of 5 Stars
1.05%
+23.16%
CanadaMFC8640
Mackenzie US Small-Mid Cap Growth Fund D
4 Stars4 out of 5 Stars
1.33%
+22.82%
CanadaMFC8641
Mackenzie US Small-Mid Cap Growth Fund D
4 Stars4 out of 5 Stars
1.33%
+22.82%
CanadaMAW180
Mawer U.S. Mid Cap Equity Fund Series A
4 Stars4 out of 5 Stars
1.45%
+22.77%
Show TD Mutual Funds FirstSelect AllGo

US Small/Mid Cap Equity

Funds in the U.S. Small/Mid Cap category must invest at least 90% of their equity holdings in securities domiciled in the United States such that their average market capitalization is within the U.S. 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
CanadaAGF1434
AGF US Small-Mid Cap Series W
0.00%
CanadaPCA014
SEI US Small Company Class O
0.10%
CanadaGBC310
Pembroke American Growth Fund Inc.
0.17%
CanadaBMO95214
BMO U.S. Small Cap Fund Series F
0.90%
CanadaRBF5542
RBC U.S. Mid-Cap Value Equity Fund F
0.92%
CanadaRBF692
RBC U.S. Mid-Cap Value Equity Fund F
0.92%
CanadaRBF618
RBC O'Shaughnessy U.S. Growth Fund F
0.93%
CanadaRBF645
RBC U.S. Mid-Cap Growth Equity Currency Neutral Fund F
0.93%
CanadaRBF5435
RBC U.S. Small-Cap Value Equity Fund F
0.94%
CanadaRBF5337
RBC U.S. Mid-Cap Growth Equity Fund F
0.94%