(As of 8/31/2021)

RBC Canadian Mid Cap Equity Class Series A

(Canadian Small/Mid Cap Equity)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(12/31/2011)
9.12 %
YTD Return 23.39 %
NAVPS
(9/21/2021)
$20.84
Change $0.09 / 0.42 %
Growth of $10,000 (As of August 31, 2021)
MER 2.10 %
Assets ($mil) $6.08
Rank (1Yr) 119/218
Std Dev (3Yr) 22.52 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
To provide long-term capital growth. The fund invests its assets primarily in equity securities of mid-sized Canadian companies that offer above average prospects for growth and may also invest in smaller capitalization companies that have adequate liquidity, either directly or indirectly through investment in other mutual funds managed by RBC GAM or an affiliate.
Fund Manager

RBC Global Asset Management Inc.

Portfolio Manager

Martin Paleczny, RBC Global Asset Management Inc.

Marcello Montanari, RBC Global Asset Management Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of May 31, 2021)
Sector Allocation
(As of May 31, 2021)
Geographic Allocation
(As of May 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
RBC Canadian Mid-Cap Equity Fund Series OCanadian EquityMutual FundCanada99.47%
Cash & Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.53%

Performance Data (As of August 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.75 5.41 14.57 23.39 40.21 15.40 12.25 -   
Benchmark 0.26 -1.94 6.28 16.87 37.73 8.88 6.44 3.62
Quartile Ranking 4 3 4 3 3 1 1 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 14.33 25.97 -10.38 11.43 26.02 -14.10 6.49 11.20 2.25 -     
Benchmark 12.87 15.84 -18.17 2.75 38.48 -13.31 -2.34 7.60 -2.23 -16.43
Quartile Ranking 2 1 1 1 1 4 2 4 4 -

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