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  • Fund Categories
    Global Small/Mid Cap Equity
    (Canada)
  • YTD Change-14.98%
  • 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
CanadaRBF649
RBC O'Shaughnessy Global Equity Fund F
3 Stars3 out of 5 Stars
1.09%
+4.44%
CanadaRBF1036
RBC O'Shaughnessy Global Equity Sr D
3 Stars3 out of 5 Stars
1.36%
+4.07%
CanadaRBF594
RBC O'Shaughnessy Global Equity Sr A
3 Stars3 out of 5 Stars
2.20%
+3.29%
CanadaBIP912
Brandes Global Small Cap Equity Fund Class D
2 Stars2 out of 5 Stars
1.90%
+2.28%
CanadaMFC5785
Mackenzie Grnchp Glbl Envr All Cap D
5 Stars5 out of 5 Stars
1.62%
-0.32%
CanadaFID4135
Fidelity Global Intrinsic Value CN Class F
5 Stars5 out of 5 Stars
1.21%
-1.28%
CanadaFID2933
Fidelity Global Intrinsic Value Class F8
4 Stars4 out of 5 Stars
1.15%
-1.37%
CanadaFID2931
Fidelity Global Intrinsic Value Class F
4 Stars4 out of 5 Stars
1.15%
-1.37%
CanadaFID2946
Fidelity Global Intrinsic Value Class F
4 Stars4 out of 5 Stars
1.15%
-1.37%
CanadaFID2928
Fidelity Global Intrinsic Value Cl B
4 Stars4 out of 5 Stars
2.28%
-2.47%
CanadaFID2943
Fidelity Global Intrinsic Value Cl B U$
4 Stars4 out of 5 Stars
2.28%
-2.47%
CanadaBIP152
Brandes Global Small Cap Equity
3 Stars3 out of 5 Stars
2.68%
-2.52%
CanadaBIP154
Brandes Global Small Cap Equity U$
3 Stars3 out of 5 Stars
2.68%
-2.52%
CanadaBIP211
Brandes Global Small Cap Equity
3 Stars3 out of 5 Stars
2.68%
-2.52%
CanadaBIP252
Brandes Global Small Cap Equity
3 Stars3 out of 5 Stars
2.68%
-2.52%
CanadaBIP254
Brandes Global Small Cap Equity U$
3 Stars3 out of 5 Stars
2.68%
-2.52%
CanadaMFC5786
Mackenzie Greenchip Global Environmental All Cap Fund F
5 Stars5 out of 5 Stars
1.06%
-3.94%
CanadaCGF470
Counsel Global Small Cap Sr A
3 Stars3 out of 5 Stars
2.47%
-4.15%
CanadaCGF473
Counsel Global Small Cap Sr A
3 Stars3 out of 5 Stars
2.47%
-4.15%
CanadaCCL451
CC&L Global Alpha - Series F
4 Stars4 out of 5 Stars
1.31%
-4.35%
CanadaFID1284
Fidelity NorthStar Currency Neutral Class Series F
4 Stars4 out of 5 Stars
1.19%
-4.40%
CanadaFID1793
Fidelity NorthStar Ccy Netrl Cl Ser F8
4 Stars4 out of 5 Stars
1.21%
-4.41%
CanadaFID1788
Fidelity NorthStar Sr F5
4 Stars4 out of 5 Stars
1.16%
-4.97%
CanadaFID1966
Fidelity NorthStar Sr F5
4 Stars4 out of 5 Stars
1.16%
-4.97%
CanadaFID1789
Fidelity NorthStar Sr F8
4 Stars4 out of 5 Stars
1.15%
-4.97%
CanadaFID1967
Fidelity NorthStar Sr F8
4 Stars4 out of 5 Stars
1.15%
-4.97%
CanadaFID653
Fidelity NorthStar Sr F
4 Stars4 out of 5 Stars
1.17%
-4.97%
CanadaFID689
Fidelity NorthStar Sr F
4 Stars4 out of 5 Stars
1.17%
-4.97%
CanadaFID1670
Fidelity NorthStar Cl F
4 Stars4 out of 5 Stars
1.15%
-4.97%
CanadaFID610
Fidelity NorthStar Cl F
4 Stars4 out of 5 Stars
1.15%
-4.97%
CanadaFID1790
Fidelity NorthStar Cl F5
4 Stars4 out of 5 Stars
1.17%
-4.99%
CanadaFID1968
Fidelity NorthStar Cl F5
4 Stars4 out of 5 Stars
1.17%
-4.99%
CanadaCCL450
CC&L Global Alpha - Series A
3 Stars3 out of 5 Stars
2.37%
-5.38%
CanadaFRC768
Russell Investments Global Smaller Companies Pool Sr F
3 Stars3 out of 5 Stars
1.23%
-5.69%
CanadaFID1262
Fidelity NorthStar Sr S5
4 Stars4 out of 5 Stars
2.30%
-6.04%
CanadaFID253
Fidelity NorthStar Sr B
4 Stars4 out of 5 Stars
2.31%
-6.04%
CanadaFID789
Fidelity NorthStar Sr B U$
4 Stars4 out of 5 Stars
2.31%
-6.04%
CanadaFID262
Fidelity NorthStar Sr S8
4 Stars4 out of 5 Stars
2.32%
-6.06%
CanadaFID1270
Fidelity NorthStar Cl B U$
4 Stars4 out of 5 Stars
2.31%
-6.06%
CanadaFID210
Fidelity NorthStar Cl B
4 Stars4 out of 5 Stars
2.31%
-6.06%
CanadaFID3250
Fidelity NorthStar Cl S5
4 Stars4 out of 5 Stars
2.32%
-6.08%
CanadaFID3210
Fidelity NorthStar Cl S8
3 Stars3 out of 5 Stars
2.35%
-6.10%
CanadaFID3271
Fidelity NorthStar Cl S8 U$
3 Stars3 out of 5 Stars
2.35%
-6.10%
CanadaFID562
Fidelity NorthStar Sr T8
3 Stars3 out of 5 Stars
2.48%
-6.25%
CanadaFID489
Fidelity NorthStar Sr A U$
3 Stars3 out of 5 Stars
2.52%
-6.27%
CanadaFID553
Fidelity NorthStar Sr A
3 Stars3 out of 5 Stars
2.52%
-6.27%
CanadaFID1570
Fidelity NorthStar Cl A U$
3 Stars3 out of 5 Stars
2.53%
-6.29%
CanadaFID510
Fidelity NorthStar Cl A
3 Stars3 out of 5 Stars
2.53%
-6.29%
CanadaFID1562
Fidelity NorthStar Sr T5
3 Stars3 out of 5 Stars
2.51%
-6.29%
CanadaFID3550
Fidelity NorthStar Cl T5
3 Stars3 out of 5 Stars
2.54%
-6.31%
CanadaFID3571
Fidelity NorthStar Cl T5 U$
3 Stars3 out of 5 Stars
2.54%
-6.31%
CanadaFID3510
Fidelity NorthStar Cl T8
3 Stars3 out of 5 Stars
2.57%
-6.33%
CanadaFID3570
Fidelity NorthStar Cl T8 U$
3 Stars3 out of 5 Stars
2.57%
-6.33%
CanadaFRC2765
Russell Investments Global Smaller Companies Class Sr F
2 Stars2 out of 5 Stars
1.35%
-6.61%
CanadaFRC763
Russell Inv Gbl Smaller Companies Pl B
3 Stars3 out of 5 Stars
2.22%
-6.67%
CanadaFRC2760
Russell Inv Gbl Smaller Companies Cl B
2 Stars2 out of 5 Stars
2.43%
-7.61%
CanadaDJT07168
Desjardins SocieTerra Cleantech D
5 Stars5 out of 5 Stars
1.60%
-8.02%
CanadaBMO88151
BMO Global Small Cap F
4 Stars4 out of 5 Stars
0.99%
-8.50%
CanadaNPP373
Ninepoint International Small Cap Fund Series D
2 Stars2 out of 5 Stars
2.47%
-8.92%
CanadaDJT00168
Desjardins SocieTerra Cleantech A
5 Stars5 out of 5 Stars
2.62%
-9.07%
CanadaBMO31151
BMO Global Small Cap D
3 Stars3 out of 5 Stars
1.72%
-9.15%
CanadaBMO77265
BMO Global Small Cap Advisor U$
3 Stars3 out of 5 Stars
2.54%
-9.88%
CanadaBMO79151
BMO Global Small Cap Advisor U$
3 Stars3 out of 5 Stars
2.54%
-9.88%
CanadaBMO85151
BMO Global Small Cap Advisor
3 Stars3 out of 5 Stars
2.54%
-9.88%
CanadaBMO87151
BMO Global Small Cap Advisor
3 Stars3 out of 5 Stars
2.54%
-9.88%
CanadaNPP370
Ninepoint International Small Cap A
2 Stars2 out of 5 Stars
3.37%
-10.11%
CanadaMMF4405
Manulife Global Small Cap Adv
4 Stars4 out of 5 Stars
2.45%
-11.94%
CanadaMMF4505
Manulife Global Small Cap Adv
4 Stars4 out of 5 Stars
2.45%
-11.94%
CanadaIGI1121
IG Mackenzie International Sm Cp Cl J NL
2 Stars2 out of 5 Stars
2.51%
-11.99%
CanadaIGI260
IG Mackenzie International Sm Cp Cl A
2 Stars2 out of 5 Stars
2.77%
-12.22%
CanadaDJT07075
Desjardins Global Small Cap Equity D
3 Stars3 out of 5 Stars
1.50%
-12.23%
CanadaTML747
Franklin Royce Global Small Cap Premier Fund Series F
3 Stars3 out of 5 Stars
1.41%
-12.42%
CanadaBNS395
Scotia Global Small Cap
4 Stars4 out of 5 Stars
2.11%
-12.52%
CanadaDJT00075
Desjardins Global Small Cap Equity A
2 Stars2 out of 5 Stars
2.50%
-13.21%
CanadaTML707
Franklin Royce Global Sm Cp Prem Ser A
2 Stars2 out of 5 Stars
2.52%
-13.39%
CanadaTML737
Franklin Royce Global Sm Cp Prem Ser A
2 Stars2 out of 5 Stars
2.52%
-13.39%
CanadaTML806
Franklin Royce Global Sm Cp Prem Ser A
2 Stars2 out of 5 Stars
2.52%
-13.39%
CanadaTML906
Franklin Royce Global Sm Cp Prem Ser A
2 Stars2 out of 5 Stars
2.52%
-13.39%
CanadaATL1040
Renaissance Global Small Cap
4 Stars4 out of 5 Stars
2.42%
-14.96%
CanadaATL1041
Renaissance Global Small Cap
4 Stars4 out of 5 Stars
2.42%
-14.96%
CanadaIGI1401
IG Mackenzie International Small Cap Class U
3 Stars3 out of 5 Stars
1.23%
-15.16%
CanadaMMF4605
Manulife Global Small Cap Fund Series F
4 Stars4 out of 5 Stars
1.23%
-16.19%
CanadaMAW150
Mawer Global Small Cap A
4 Stars4 out of 5 Stars
1.74%
-17.14%
CanadaCIB504
CIBC International Small Companies
2 Stars2 out of 5 Stars
2.83%
-19.40%
CanadaCIG4594
CI Global Smaller Companies Corporate Class F CAD Inc
2 Stars2 out of 5 Stars
1.33%
-22.07%
CanadaCIG2594
CI Global Smaller Companies Corp Cl A
2 Stars2 out of 5 Stars
2.46%
-22.93%
CanadaPGF210
Pender Value Fund Series F
1 Star1 out of 5 Stars
0.84%
-28.31%
CanadaPGF200
Pender Value A
1 Star1 out of 5 Stars
2.46%
-29.06%
CanadaAIM25300
Invesco Global Opportunities Cl Ser D
1 Star1 out of 5 Stars
1.64%
-30.63%
CanadaAIM25211
Invesco Global Opportunities Cl Ser A
1 Star1 out of 5 Stars
2.98%
-31.52%
CanadaAIM25213
Invesco Global Opportunities Cl Ser A
1 Star1 out of 5 Stars
2.98%
-31.52%
CanadaPGF800
Pender Global Focused Fund A
1 Star1 out of 5 Stars
2.38%
-43.55%
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 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
CanadaPGF210
Pender Value Fund Series F
0.84%
CanadaBMO88151
BMO Global Small Cap F
0.99%
CanadaMFC5786
Mackenzie Greenchip Global Environmental All Cap Fund F
1.06%
CanadaRBF649
RBC O'Shaughnessy Global Equity Fund F
1.09%
CanadaFID1789
Fidelity NorthStar Sr F8
1.15%
CanadaFID1967
Fidelity NorthStar Sr F8
1.15%
CanadaFID2931
Fidelity Global Intrinsic Value Class F
1.15%
CanadaFID2946
Fidelity Global Intrinsic Value Class F
1.15%
CanadaFID2933
Fidelity Global Intrinsic Value Class F8
1.15%
CanadaFID1670
Fidelity NorthStar Cl F
1.15%