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  • Fund Categories
    U.S. Dividend & Income Equity
    (Canada)
  • YTD Change+9.88%
  • Avg. MER*0.42%

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
CanadaMID701
Middlefield U.S. Equity Dividend Class Series F
4 Stars4 out of 5 Stars
1.58%
+30.55%
CanadaMID710
Middlefield U.S. Equity Dividend A
4 Stars4 out of 5 Stars
2.68%
+29.03%
CanadaRBF5460
Phillips, Hager & North U.S. Dividend Income Fund F
5 Stars5 out of 5 Stars
0.77%
+25.78%
CanadaRBF1460
PH&N U.S. Dividend Income Fund D
5 Stars5 out of 5 Stars
1.02%
+25.47%
CanadaRBF1902
RBC U.S. Dividend Fund FT8
-1 out of 5 Stars
0.75%
+25.43%
CanadaRBF5539
RBC U.S. Dividend Fund FT5
5 Stars5 out of 5 Stars
0.75%
+25.41%
CanadaRBF634
RBC U.S. Dividend Fund F
5 Stars5 out of 5 Stars
0.77%
+25.39%
CanadaRBF902
RBC U.S. Dividend Fund F
5 Stars5 out of 5 Stars
0.77%
+25.39%
CanadaRBF1019
RBC U.S. Dividend Fund D
5 Stars5 out of 5 Stars
1.01%
+25.10%
CanadaRBF1541
RBC U.S. Dividend Fund D U$
5 Stars5 out of 5 Stars
1.01%
+25.10%
CanadaRBF7460
PH&N U.S. Dividend Income Fund A
4 Stars4 out of 5 Stars
1.88%
+24.41%
CanadaRBF921
RBC U.S. Dividend Currency Neutral Fund F
3 Stars3 out of 5 Stars
0.77%
+24.27%
CanadaRBF599
RBC U.S. Dividend Fund T8
4 Stars4 out of 5 Stars
1.84%
+24.08%
CanadaRBF541
RBC U.S. Dividend Fund A U$
4 Stars4 out of 5 Stars
1.88%
+24.04%
CanadaRBF590
RBC U.S. Dividend Fund A
4 Stars4 out of 5 Stars
1.88%
+24.04%
CanadaRBF539
RBC U.S. Dividend Fund T5
4 Stars4 out of 5 Stars
1.88%
+24.03%
CanadaRBF1431
RBC U.S. Dividend Cur Neutral Fund D
3 Stars3 out of 5 Stars
1.01%
+23.98%
CanadaBMO95807
BMO US Dollar Dividend F
4 Stars4 out of 5 Stars
0.82%
+23.47%
CanadaCCM1402
IA Clarington U.S. Dividend Growth Fund Series F
5 Stars5 out of 5 Stars
0.78%
+23.42%
CanadaRBF431
RBC U.S. Dividend Cur Neutral Fund A
3 Stars3 out of 5 Stars
1.89%
+22.91%
CanadaBMO95219
BMO US Dividend F
3 Stars3 out of 5 Stars
0.84%
+22.87%
CanadaFID4098
Fidelity U.S. Dividend for Rising Rates Index ETF Fund Sr F
4 Stars4 out of 5 Stars
0.54%
+22.60%
CanadaCCM1302
IA Clarington US Dividend Growth
4 Stars4 out of 5 Stars
1.99%
+21.96%
CanadaCCM202
IA Clarington US Dividend Growth
4 Stars4 out of 5 Stars
1.99%
+21.96%
CanadaBMO97219
BMO US Dividend Advisor
3 Stars3 out of 5 Stars
1.92%
+21.55%
CanadaBMO98219
BMO US Dividend Advisor
3 Stars3 out of 5 Stars
1.92%
+21.55%
CanadaBMO99219
BMO US Dividend Advisor
3 Stars3 out of 5 Stars
1.92%
+21.55%
CanadaBMO70219
BMO US Dividend A
3 Stars3 out of 5 Stars
1.93%
+21.54%
CanadaFID1459
Fidelity U.S. Dividend Registered F
4 Stars4 out of 5 Stars
1.10%
+19.40%
CanadaFID1997
Fidelity U.S. Dividend Private Pool F
4 Stars4 out of 5 Stars
1.05%
+19.39%
CanadaFID980
Fidelity U.S. Dividend Fund Series F8
4 Stars4 out of 5 Stars
1.08%
+19.37%
CanadaFID978
Fidelity U.S. Dividend Fund Series F
4 Stars4 out of 5 Stars
1.10%
+19.35%
CanadaFID995
Fidelity U.S. Dividend Fund Series F
4 Stars4 out of 5 Stars
1.10%
+19.35%
CanadaFID979
Fidelity U.S. Dividend Fund Series F5
4 Stars4 out of 5 Stars
1.10%
+19.33%
CanadaCIG11013
CI U.S. Dividend Fund Class F
4 Stars4 out of 5 Stars
1.34%
+19.29%
CanadaCIG21013
CI U.S. Dividend Fund Class F
4 Stars4 out of 5 Stars
1.34%
+19.29%
CanadaCIG11063
CI U.S. Dividend Class D
3 Stars3 out of 5 Stars
2.04%
+18.46%
CanadaTDB2971
TD U.S. Shareholder Yield Fund - S-series
3 Stars3 out of 5 Stars
0.89%
+18.32%
CanadaTDB2965
TD U.S. Shareholder Yield Fund - F-series
3 Stars3 out of 5 Stars
0.89%
+18.28%
CanadaTDB3025
TD U.S. Shareholder Yield Fund - F-series
3 Stars3 out of 5 Stars
0.89%
+18.28%
CanadaTDB3487
TD U.S. Shareholder Yield Fund - FT5 series
3 Stars3 out of 5 Stars
0.90%
+18.26%
CanadaFID1170
Fidelity U.S. Dividend Currency Netural Fund Series F
2 Stars2 out of 5 Stars
1.14%
+18.14%
CanadaFID1177
Fidelity U.S. Dividend Currency Netural Fund Series F5
2 Stars2 out of 5 Stars
1.17%
+18.10%
CanadaFID1178
Fidelity U.S. Dividend Currency Netural Fund Series F8
2 Stars2 out of 5 Stars
1.17%
+18.10%
CanadaFID1454
Fidelity US Dividend Registered B
3 Stars3 out of 5 Stars
2.24%
+18.05%
CanadaFID1455
Fidelity US Dividend Registered B U$
3 Stars3 out of 5 Stars
2.24%
+18.05%
CanadaTDB3050
TD US Shareholder Yield Ser D
3 Stars3 out of 5 Stars
1.11%
+18.05%
CanadaTDB3061
TD US Shareholder Yield Ser D U$
3 Stars3 out of 5 Stars
1.11%
+18.05%
CanadaFID966
Fidelity US Dividend Series B
3 Stars3 out of 5 Stars
2.23%
+18.02%
CanadaFID986
Fidelity US Dividend Series B U$
3 Stars3 out of 5 Stars
2.23%
+18.02%
CanadaCIG11113
CI U.S. Dividend Class A
3 Stars3 out of 5 Stars
2.43%
+17.99%
CanadaCIG11163
CI U.S. Dividend Fund Class A
3 Stars3 out of 5 Stars
2.43%
+17.99%
CanadaMFC4735
Mackenzie US Dividend Fund Series D
3 Stars3 out of 5 Stars
1.17%
+17.39%
CanadaTDB2961
TD US Shareholder Yield - A
2 Stars2 out of 5 Stars
2.15%
+16.83%
CanadaTDB2962
TD US Shareholder Yield - A
2 Stars2 out of 5 Stars
2.15%
+16.83%
CanadaTDB2964
TD US Shareholder Yield - A
2 Stars2 out of 5 Stars
2.15%
+16.83%
CanadaTDB3021
TD US Shareholder Yield - A U$
2 Stars2 out of 5 Stars
2.15%
+16.83%
CanadaTDB3022
TD US Shareholder Yield - A U$
2 Stars2 out of 5 Stars
2.15%
+16.83%
CanadaTDB3023
TD US Shareholder Yield - A U$
2 Stars2 out of 5 Stars
2.15%
+16.83%
CanadaTDB3024
TD US Shareholder Yield - A U$
2 Stars2 out of 5 Stars
2.15%
+16.83%
CanadaFID1139
Fidelity U.S. Dividend Currency Netural Fund Series S5
2 Stars2 out of 5 Stars
2.29%
+16.80%
CanadaTDB2967
TD US Shareholder Yield - T
2 Stars2 out of 5 Stars
2.21%
+16.76%
CanadaTDB2968
TD US Shareholder Yield - T
2 Stars2 out of 5 Stars
2.21%
+16.76%
CanadaTDB2969
TD US Shareholder Yield - T
2 Stars2 out of 5 Stars
2.21%
+16.76%
CanadaTDB2970
TD US Shareholder Yield - T
2 Stars2 out of 5 Stars
2.21%
+16.76%
CanadaTDB2960
TD US Shareholder Yield - I
2 Stars2 out of 5 Stars
2.24%
+16.74%
CanadaTDB3020
TD US Shareholder Yield - I U$
2 Stars2 out of 5 Stars
2.24%
+16.74%
CanadaTDB2966
TD US Shareholder Yield - H
2 Stars2 out of 5 Stars
2.41%
+16.74%
CanadaDYN3173
Dynamic U.S. Equity Income Fund F
4 Stars4 out of 5 Stars
1.11%
+16.62%
CanadaFID4095
Fidelity U.S. High Dividend Currency Neutral Index ETF Fund Sr F
1 Star1 out of 5 Stars
0.57%
+16.56%
CanadaMFC4732
Mackenzie US Div A
2 Stars2 out of 5 Stars
2.36%
+16.03%
CanadaMFC4733
Mackenzie US Div A
2 Stars2 out of 5 Stars
2.36%
+16.03%
CanadaMFC4734
Mackenzie US Div A
2 Stars2 out of 5 Stars
2.36%
+16.03%
CanadaMFC7231
Mackenzie US Div A
2 Stars2 out of 5 Stars
2.36%
+16.03%
CanadaMFC4739
Mackenzie US Div T5
2 Stars2 out of 5 Stars
2.36%
+16.03%
CanadaMFC4740
Mackenzie US Div T5
2 Stars2 out of 5 Stars
2.36%
+16.03%
CanadaMFC4741
Mackenzie US Div T5
2 Stars2 out of 5 Stars
2.36%
+16.03%
CanadaMFC7232
Mackenzie US Div T5
2 Stars2 out of 5 Stars
2.36%
+16.03%
CanadaTML3911
Franklin US Rising Dividend FT
4 Stars4 out of 5 Stars
0.99%
+16.01%
CanadaTML231
Franklin US Rising Dividends F
4 Stars4 out of 5 Stars
1.00%
+16.00%
CanadaTML841
Franklin US Rising Dividends F
4 Stars4 out of 5 Stars
1.00%
+16.00%
CanadaDYN3170
Dynamic U.S. Equity Income A
3 Stars3 out of 5 Stars
2.20%
+15.38%
CanadaFID4094
Fidelity US High Div CcyNetrl Idx ETF B
1 Star1 out of 5 Stars
1.72%
+15.24%
CanadaTML5832
Franklin US Rising Dividends F (Hedged)
2 Stars2 out of 5 Stars
1.00%
+14.99%
CanadaTML201
Franklin US Rising Dividends A
4 Stars4 out of 5 Stars
2.10%
+14.73%
CanadaTML301
Franklin US Rising Dividends A
4 Stars4 out of 5 Stars
2.10%
+14.73%
CanadaTML801
Franklin US Rising Dividends A U$
4 Stars4 out of 5 Stars
2.10%
+14.73%
CanadaTML901
Franklin US Rising Dividends A U$
4 Stars4 out of 5 Stars
2.10%
+14.73%
CanadaTML3056
Franklin US Rising Dividends T
3 Stars3 out of 5 Stars
2.11%
+14.71%
CanadaTML3058
Franklin US Rising Dividends T
3 Stars3 out of 5 Stars
2.11%
+14.71%
CanadaBMO95766
BMO Covered Call U.S. High Dividend ETF Fund Series F
3 Stars3 out of 5 Stars
0.73%
+12.89%
CanadaBMO70766
BMO Covered Call U.S. High Dividend ETF Fund Series A
2 Stars2 out of 5 Stars
1.65%
+11.86%
CanadaNWT8533
NEI US Dividend Fund PF
2 Stars2 out of 5 Stars
1.03%
+11.00%
CanadaNWT533
NEI US Dividend Fund F
2 Stars2 out of 5 Stars
1.30%
+10.70%
CanadaNWT132
NEI US Dividend Fund A
2 Stars2 out of 5 Stars
2.33%
+9.58%
CanadaNWT233
NEI US Dividend Fund A
2 Stars2 out of 5 Stars
2.33%
+9.58%
CanadaATL2495
Renaissance U.S. Equity Income F Prem
4 Stars4 out of 5 Stars
0.75%
+8.94%
CanadaATL2492
Renaissance U.S. Equity Income Fund Class F
3 Stars3 out of 5 Stars
0.80%
+8.88%
CanadaATL2493
Renaissance U.S. Equity Income Fund Class F
3 Stars3 out of 5 Stars
0.80%
+8.88%
CanadaATL3280
Renaissance U.S. Equity Income Fund Class FH
2 Stars2 out of 5 Stars
0.80%
+7.58%
Show TD Mutual Funds FirstSelect AllGo

U.S. Dividend & Income Equity

Funds in the U.S. Dividend & Income Equity category must have a stated mandate to invest primarily in income-generating securities and must invest at least 90% of their equity holdings in securities domiciled in the U.S

FUND STRATEGIES

Data as of Sunday, Mar 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
CanadaFID4098
Fidelity U.S. Dividend for Rising Rates Index ETF Fund Sr F
0.54%
CanadaFID4095
Fidelity U.S. High Dividend Currency Neutral Index ETF Fund Sr F
0.57%
CanadaBMO95766
BMO Covered Call U.S. High Dividend ETF Fund Series F
0.73%
CanadaATL2495
Renaissance U.S. Equity Income F Prem
0.75%
CanadaRBF5539
RBC U.S. Dividend Fund FT5
0.75%
CanadaATL3281
Renaissance U.S. Equity Income FH Prem
0.75%
CanadaRBF1902
RBC U.S. Dividend Fund FT8
0.75%
CanadaRBF5460
Phillips, Hager & North U.S. Dividend Income Fund F
0.77%
CanadaRBF921
RBC U.S. Dividend Currency Neutral Fund F
0.77%
CanadaRBF634
RBC U.S. Dividend Fund F
0.77%