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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
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X Axis Label
RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaDYN3929
Dynamic North American Dividend Private Pool F
4 Stars4 out of 5 Stars
0.94%
+14.92%
CanadaPFC401
Purpose Core Dividend Fund Series F
3 Stars3 out of 5 Stars
0.64%
+12.45%
CanadaPFC400
Purpose Core Dividend A
3 Stars3 out of 5 Stars
1.73%
+11.22%
CanadaPFC420
Purpose Core Dividend Fund - Series XUA
3 Stars3 out of 5 Stars
2.64%
+9.71%
CanadaBMO95721
BMO North American Dividend F
3 Stars3 out of 5 Stars
0.89%
+7.89%
CanadaTDB3504
TD North American Dividend - F
5 Stars5 out of 5 Stars
0.88%
+7.87%
CanadaTDB688
TD North American Dividend - F
5 Stars5 out of 5 Stars
0.88%
+7.87%
CanadaTDB3006
TD North American Dividend - S-series
4 Stars4 out of 5 Stars
0.92%
+7.85%
CanadaTDB3490
TD North American Dividend Fund - FT5
4 Stars4 out of 5 Stars
0.88%
+7.83%
CanadaTDB3017
TD North American Dividend - D U$
3 Stars3 out of 5 Stars
1.49%
+7.24%
CanadaTDB3048
TD North American Dividend - D
3 Stars3 out of 5 Stars
1.49%
+7.24%
CanadaBMO31721
BMO North American Dividend D
3 Stars3 out of 5 Stars
1.72%
+6.99%
CanadaTDB3002
TD North American Dividend - T
3 Stars3 out of 5 Stars
2.20%
+6.48%
CanadaTDB3003
TD North American Dividend - T-series
3 Stars3 out of 5 Stars
2.20%
+6.48%
CanadaTDB3004
TD North American Dividend - T-series
3 Stars3 out of 5 Stars
2.20%
+6.48%
CanadaTDB3005
TD North American Dividend - T-series
3 Stars3 out of 5 Stars
2.20%
+6.48%
CanadaTDB684
TD North American Dividend - A
4 Stars4 out of 5 Stars
2.21%
+6.44%
CanadaTDB685
TD North American Dividend - A
4 Stars4 out of 5 Stars
2.21%
+6.44%
CanadaTDB686
TD North American Dividend - A
4 Stars4 out of 5 Stars
2.21%
+6.44%
CanadaTDB687
TD North American Dividend - A
4 Stars4 out of 5 Stars
2.21%
+6.44%
CanadaTDB228
TD North American Dividend - I U$
4 Stars4 out of 5 Stars
2.23%
+6.42%
CanadaTDB619
TD North American Dividend - I
4 Stars4 out of 5 Stars
2.23%
+6.42%
CanadaTDB3001
TD North American Dividend - H
3 Stars3 out of 5 Stars
2.21%
+6.39%
CanadaBMO70721
BMO North American Dividend A
4 Stars4 out of 5 Stars
2.53%
+6.12%
CanadaBMO97721
BMO North American Dividend Advisor
4 Stars4 out of 5 Stars
2.56%
+6.09%
CanadaBMO99721
BMO North American Dividend Advisor
4 Stars4 out of 5 Stars
2.56%
+6.09%
CanadaBCM810
Barometer Disciplined Leadership Tactical Income and Growth Fund - Class F
2 Stars2 out of 5 Stars
1.65%
+5.93%
CanadaFID3483
Fidelity North American Equity Class F8
5 Stars5 out of 5 Stars
1.09%
+5.02%
CanadaFID3498
Fidelity North American Equity Class F8
5 Stars5 out of 5 Stars
1.09%
+5.02%
CanadaFID3481
Fidelity North American Equity Class F
5 Stars5 out of 5 Stars
1.10%
+5.00%
CanadaFID3496
Fidelity North American Equity Class F
5 Stars5 out of 5 Stars
1.10%
+5.00%
CanadaFID3482
Fidelity North American Equity Class F5
5 Stars5 out of 5 Stars
1.12%
+4.99%
CanadaFID3497
Fidelity North American Equity Class F5
5 Stars5 out of 5 Stars
1.12%
+4.99%
CanadaBCM800
Barometer Disc Leadership Tact Inc&Gr A
2 Stars2 out of 5 Stars
2.74%
+4.78%
CanadaFID3479
Fidelity North American Equity Cl S5
5 Stars5 out of 5 Stars
2.23%
+3.82%
CanadaFID3494
Fidelity North American Equity Cl S5 U$
5 Stars5 out of 5 Stars
2.23%
+3.82%
CanadaFID3478
Fidelity North American Equity Cl B
5 Stars5 out of 5 Stars
2.27%
+3.79%
CanadaFID3493
Fidelity North American Equity Cl B U$
5 Stars5 out of 5 Stars
2.27%
+3.79%
CanadaFID3480
Fidelity North American Equity Cl S8
5 Stars5 out of 5 Stars
2.32%
+3.75%
CanadaFID3495
Fidelity North American Equity Cl S8 U$
5 Stars5 out of 5 Stars
2.32%
+3.75%
CanadaFID3472
Fidelity North American Equity Cl T5
5 Stars5 out of 5 Stars
2.40%
+3.63%
CanadaFID3473
Fidelity North American Equity Cl T5
5 Stars5 out of 5 Stars
2.40%
+3.63%
CanadaFID3474
Fidelity North American Equity Cl T5
5 Stars5 out of 5 Stars
2.40%
+3.63%
CanadaFID3487
Fidelity North American Equity Cl T5 U$
5 Stars5 out of 5 Stars
2.40%
+3.63%
CanadaFID3488
Fidelity North American Equity Cl T5 U$
5 Stars5 out of 5 Stars
2.40%
+3.63%
CanadaFID3489
Fidelity North American Equity Cl T5 U$
5 Stars5 out of 5 Stars
2.40%
+3.63%
CanadaFID3469
Fidelity North American Equity Cl A
5 Stars5 out of 5 Stars
2.49%
+3.56%
CanadaFID3470
Fidelity North American Equity Cl A
5 Stars5 out of 5 Stars
2.49%
+3.56%
CanadaFID3471
Fidelity North American Equity Cl A
5 Stars5 out of 5 Stars
2.49%
+3.56%
CanadaFID3484
Fidelity North American Equity Cl A U$
5 Stars5 out of 5 Stars
2.49%
+3.56%
CanadaFID3485
Fidelity North American Equity Cl A U$
5 Stars5 out of 5 Stars
2.49%
+3.56%
CanadaFID3486
Fidelity North American Equity Cl A U$
5 Stars5 out of 5 Stars
2.49%
+3.56%
CanadaFID3475
Fidelity North American Equity Cl T8
5 Stars5 out of 5 Stars
2.50%
+3.53%
CanadaFID3476
Fidelity North American Equity Cl T8
5 Stars5 out of 5 Stars
2.50%
+3.53%
CanadaFID3477
Fidelity North American Equity Cl T8
5 Stars5 out of 5 Stars
2.50%
+3.53%
CanadaFID3490
Fidelity North American Equity Cl T8 U$
5 Stars5 out of 5 Stars
2.50%
+3.53%
CanadaFID3491
Fidelity North American Equity Cl T8 U$
5 Stars5 out of 5 Stars
2.50%
+3.53%
CanadaFID3492
Fidelity North American Equity Cl T8 U$
5 Stars5 out of 5 Stars
2.50%
+3.53%
CanadaCWF001
Caldwell Balanced
3 Stars3 out of 5 Stars
2.74%
+2.99%
CanadaCWF101
Caldwell Balanced
3 Stars3 out of 5 Stars
2.74%
+2.99%
CanadaTDB2230
TD North American Sustainability Equity Fund - F Series
-1 out of 5 Stars
0.83%
+1.06%
CanadaTDB2231
TD North American Sustnby Eq D
-1 out of 5 Stars
1.46%
+0.40%
CanadaBMO31757
BMO Women in Leadership D
3 Stars3 out of 5 Stars
0.66%
+0.26%
CanadaBMO70757
BMO Women in Leadership A
3 Stars3 out of 5 Stars
1.46%
-0.54%
CanadaSCL5558
Stone Growth T8A
4 Stars4 out of 5 Stars
3.08%
-1.63%
CanadaSCL555
Stone Growth A
4 Stars4 out of 5 Stars
3.12%
-1.67%
CanadaBCM300
Barometer Tactical Income Pool - Class F
2 Stars2 out of 5 Stars
---
-2.02%
CanadaSCL556
Stone Growth B
4 Stars4 out of 5 Stars
3.64%
-2.17%
CanadaCIG50227
CI North American Dividend A
3 Stars3 out of 5 Stars
2.24%
-2.60%
CanadaPFC770
Purpose Best Ideas A (N-C Hdg)
2 Stars2 out of 5 Stars
1.83%
-24.65%
CanadaPFC700
Purpose Best Ideas A
1 Star1 out of 5 Stars
1.84%
-27.79%
CanadaPFC720
Purpose Best Ideas Fund - Series XUA
1 Star1 out of 5 Stars
2.76%
-28.59%
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 Saturday, Apr 30, 2022
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
CanadaPFC401
Purpose Core Dividend Fund Series F
0.64%
CanadaBMO31757
BMO Women in Leadership D
0.66%
CanadaTDB2230
TD North American Sustainability Equity Fund - F Series
0.83%
CanadaTDB3490
TD North American Dividend Fund - FT5
0.88%
CanadaTDB3504
TD North American Dividend - F
0.88%
CanadaTDB688
TD North American Dividend - F
0.88%
CanadaBMO95721
BMO North American Dividend F
0.89%
CanadaTDB3006
TD North American Dividend - S-series
0.92%
CanadaDYN3929
Dynamic North American Dividend Private Pool F
0.94%
CanadaFID3483
Fidelity North American Equity Class F8
1.09%