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Category Details

Category Details - All
Category sortable1 Year sortable3 Year sortable5 Year sortable10 Year sortable
As of 2024-02-29
+5.72%
+0.61%
+2.83%
+3.35%
+6.11%
+0.02%
+2.79%
+3.45%
+9.32%
+1.98%
+4.76%
+4.55%
+11.27%
+3.73%
+6.83%
+6.49%
+5.38%
-4.89%
+4.13%
+5.78%
+1.55%
-8.61%
+1.32%
+4.20%
+5.93%
-0.57%
+1.89%
+2.22%
+5.60%
+9.24%
+7.39%
+6.26%
+8.88%
+9.19%
+8.44%
+6.68%
+8.93%
+6.13%
+6.63%
+5.54%
+3.77%
-2.25%
+0.41%
+1.45%
+6.32%
+1.09%
+2.83%
+3.01%
+13.91%
+9.16%
+9.80%
+7.79%
+4.04%
+2.07%
+6.24%
+5.21%
-0.92%
-3.31%
+0.14%
+1.13%
+2.01%
-6.05%
-1.35%
+1.56%
+4.42%
+2.20%
+1.59%
+1.05%
+7.63%
+4.33%
+5.21%
+4.71%
+4.62%
+0.52%
+1.51%
+1.35%
+5.31%
+3.61%
+7.82%
+4.81%
+7.55%
-4.64%
+2.06%
+4.18%
+8.27%
-1.15%
+0.22%
+2.41%
+8.77%
+25.23%
+11.28%
+1.45%
+12.10%
+6.29%
+6.73%
+4.46%
+2.65%
+5.40%
+6.04%
+7.86%
+8.49%
+4.14%
+3.23%
+3.87%
+5.55%
-0.02%
+2.31%
+3.06%
+19.01%
+7.03%
+9.05%
+8.19%
+12.39%
+4.72%
+6.24%
+5.85%
+3.44%
-1.96%
+0.34%
+1.13%
+6.73%
+0.83%
+2.68%
+3.02%
+0.55%
+6.03%
+4.63%
+5.69%
+9.90%
+3.22%
+4.91%
+4.86%
+5.95%
+0.56%
+6.26%
+6.26%
-17.05%
-16.49%
-4.15%
+2.04%
+7.89%
+1.19%
+2.88%
+3.13%
+12.76%
+4.89%
+6.35%
+5.61%
+5.18%
-0.73%
+1.25%
+1.94%
-3.71%
+8.62%
+8.35%
+2.25%
+14.45%
+6.16%
+8.02%
+6.51%
-6.75%
-3.94%
+5.60%
+3.69%
+6.37%
+1.49%
+3.76%
+2.73%
-1.53%
+1.47%
+1.68%
+5.07%
+5.76%
+0.98%
+3.25%
+3.89%
+7.64%
+2.70%
+3.79%
+3.99%
+24.63%
+10.42%
+11.90%
+11.45%
+4.93%
+2.35%
+1.81%
+1.16%
+10.33%
+4.45%
+7.44%
+7.92%

About Fund Categories

The Morningstar Fund Category Indices are Canada's most comprehensive and reliable mutual fund indices. Updated daily, the Morningstar Fund Indices allow you to easily keep track the various segments of the mutual fund industry over various timeframes.

Category Movers

Category Movers - Top Categories - 3 Month Return
Fund3 Month Return
As of 2024-02-29
12.67%
11.10%
10.45%
9.78%
9.42%
8.72%
8.07%
7.97%
7.71%
7.43%

Category Strategies

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.

Category Strategies - Average MER
CategoryAverage MER*
As of 2024-02-29
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