Fund Category List

When evaluating funds for category placement the committee first screens for the narrowest, most precise definitions. Examples of categories with narrow definitions would be Target Date Portfolios, Financial Services Equity, Real Estate Equity, Small/Mid Cap Equity, and Alternative Strategies. If funds meet the narrower definitions, they are categorized in the appropriate CIFSC category. If not, the funds are subjected to the criteria of other fund categories. Because this methodology is employed, it is important to be aware of all fund category definitions. It is insufficient to apply the criteria of a single fund category to determine a fund's candidacy, for any given CIFSC category.

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Canadian Neutral Balanced

Funds in the Canadian Neutral Balanced category must invest at least 70% of total assets in a combination of equity securities domiciled in Canada and Canadian dollar-denominated fixed income securities. In addition, they must invest greater than or equal to 40% but less than or equal to 60% of their total assets in equity securities.

A.P.P.Q. Balanced Fund
A.P.P.Q. Growth Fund
Acuity Conservative Asset Allocation Fund Class A
Acuity Pooled Conservative Asset Allocation Fund
AEGON Fund Mgmt imaxx Canadian Balanced Fund
AEGON Fund Mgmt imaxx TOP Income Portfolio
AGF Canadian Asset Allocation Fund
AGF Pure Canadian Balanced Fund MF Series
AGF Traditional Balanced Fund
AGF Traditional Income Fund MF Series
Allegro Balanced Portfolio Class A
Allegro Moderate Conservative Portfolio
Alpha Income Portfolio Class A
Alpha Pooled Income Portfolio
Altamira Dividend Fund Inc.
Alto Monthly Income & Enhanced Growth Port A
Alto Monthly Income & Growth Portfolio A
Apex Balanced (AGF)
Apex Growth & Income
Ark Aston Hill Monthly Income Class A
Assumption Life Balanced A
Assumption/Fidelity Monthly Income A
Astra APM Balanced
Astra Balanced Strategy
ASTRA Gryphon Balanced
AXA FT Quotential Balanced Income A GIF
Axiom Diversified Monthly Income Portfolio Class A
Barometer High Income Pool
Barreau du Quebec Balanced Fund
Batirente Diversified Intrepid
Bissett Canadian Balanced Corporate Class Series A
Bissett Canadian Balanced Fund Series A
Bissett Focus Balanced Corporate Class Series A
Bissett Focus Balanced Fund Series A
Bissett Institutional Balanced Trust
BMO Asset Allocation Fund
BMO Diversified Income Fund
BMO GDN Asset Allocation Fund Advisor Series
BMO GDN Monthly Dividend Fund Ltd. Mutual
BMO Monthly Income Fund
BMO Nesbitt Burns Balanced Fund Class A
BMO Nesbitt Burns Balanced Portfolio Fund Class A
CAN Balanced (Greystone) 75/75
CAN CI Balanced Income 75/75
CAN FT Balanced Income 75/75
CAN Mac Balanced Income 75/75
Canada Life Balanced Allocation Gens
Canada Life Balanced Fund (Bissett) Gens [S104]
Canada Life Canadian Growth & Income (AGF) Gens
Canada Life Income Growth Plus Gens
Canada Life Indexed Balanced Fund (TD) Gens
CI Signature Canadian Balanced Fund Class A
CI Signature Canadian Balanced GIF
CI Signature Canadian Balanced GIF 75/100
CIBC Aggressive Index Portfolio
CIBC Aggressive Portfolio
CIBC Balanced Fund
CIBC Balanced Portfolio
CIBC Dividend Income Fund
CIBC Managed Monthly Income Balanced Portfolio A
CIBC Moderate Index Portfolio
CIBC Moderate Portfolio
CIBC Monthly Income Fund
Clarica MVP Balanced Fund
Clarica SF CI Sig Select Canadian Balanced Fund
Clarica SF CI Signature Diversified Canadian Bal
Clarica SF Signature Canadian Balanced Fund
Claymore Balanced Inc CorePort ETF Comm
Co-operators Life Balanced Fund VA
Co-operators Moderate Portfolio VP
Concordia Strategic Balanced Fund
Counsel Income Managed Portfolio Series A
Counsel Regular Pay Portfolio Series A
Desjardins Canadian Balanced Fund
Desjardins Quebec Balanced Fund A-Class
DFS Fidelity Canadian Balanced Fund
DFS Foresight 50/50 Portfolio
DFS Foresight 60/40 Portfolio
DFS GIF - Canadian Balanced - Bissett Series 3
DFS GIF - Canadian Balanced - CI Signature Ser 5
DFS GIF - Canadian Balanced - Fidelity Series 3
DFS GIF - Canadian Balanced - Fiera Series 1
DFS Multi-Management 50/50 Fund
Distinction Balanced Class Series A
Distinction Balanced Portfolio Series A
Distinction Conservative Class Series A
Distinction Conservative Portfolio Series A
Distinction Monthly Income Class Series T6
Distinction Monthly Income Portfolio Series T6
Distinction Prudent Class Series A
Distinction Prudent Portfolio Series A
Dynamic Dividend Income Class Series A
Dynamic Dividend Income Fund
Dynamic Focus+ Balanced Fund Series A
Dynamic Power Balanced Class Series A
Dynamic Power Balanced Fund Series A
Dynamic Strategic All Income Portfolio
Educators Balanced Fund
Empire Balanced Fund - A
Ethical Select Canadian Balanced Portfolio Class A
FaithLife Balanced (Laketon)
FaithLife Balanced (TDQC)
FÉRIQUE Balanced Fund
FGF Canadian Balanced Fund
Fidelity Canadian Balanced Class Series A C$
Fidelity Canadian Balanced Fund Series A
Fidelity Monthly Income Fund Series A
FMOQ Investment Fund
FMOQ Omnibus Fund
Forester Growth Funds - Balanced
Front Street Diversified Income Fund Series A (LL)
Goodman & Company Core Equity Pool
Goodman & Company Diversified Bond Pool
GWL Balanced (Br/S) 75/75
GWL Balanced Fund (B) NL
GWL Balanced Income Portfolio NL
GWL Canadian Balanced Fund (M) NL
GWL CI Balanced Income 75/75
GWL Diversified (G) NL
GWL FT Balanced Income 75/75
GWL Growth & Income Fund (A) NL
GWL Mac Balanced Income 75/75
Hartford Canadian Balanced D
HSBC Canadian Balanced Fund Investor Series C$
HSBC LifeMap Balanced Portfolio
HSBC LifeMap MM Balanced Portfolio
IA Asset Allocation Balanced
IA Clarington Canadian Income Fund Series T8
IA Clarington Distinction Balanced Port GIF A 100%
IA Clarington Distinction Conserv Port GIF A 100%
IA Clarington Inhance Balanced SRI Portfolio Sr A
IA Clarington Monthly Income Balanced Fund Ser T8
IA Diploma
IA Diploma Elementary
IA Ecflx Focus Balanced
IA Ecoflex Diversified
IA Ecxtra Canadian Balanced (QV)
IA Ecxtra SRI Balanced (Inhance)
IA Ultraflex R-M Balanced
IAP Ecxtra Distinction Balanced
IAP Ecxtra Distinction Conservative
IAP Ecxtra Distinction Monthly Income
IAP Ecxtra Distinction Prudent
IG AGF Canadian Balanced Fund
IG/GWL Allegro Moderate Conservative Portfolio
imaxx Canadian Balanced GIF 75/100
imaxx Conservative Asset Allocation GIF 75/75
imaxx TOP Canadian Balanced GIP 100/100
imaxx TOP Income GIP 75/75
Imperial Growth Diversified Fund
Invesco Canadian Balanced Fund
Invesco Core Canadian Balanced Class
Investors Retirement Plus Portfolio
LON Balanced (Br/S) 75/75
LON CI Balanced Income 75/75
LON FT Balanced Income 75/75
London Capital Diversified Income Fund Quadrus Ser
London Life Canadian Balanced Fund (Mackenzie)
London Life Diversified Fund (LC)
London Life Growth & Income Fund (AGF)
London Life North American Balanced Fund (LC)
Mac Maxxum Canadian Balanced Fund Series A
Mac Maxxum Canadian Balanced GIF Core Series A
Mac Maxxum Canadian Balanced GIF Enhanced Series A
Mac Maxxum Canadian Balanced GIF Intermediate A
Mac Sentinel Strategic Income Class Series A C$
Mac Universal Canadian Balanced GIF Core Series A
Mac Universal Canadian Balanced GIF Enhanced A
Mac Universal Canadian Balanced GIF Intermediate A
Mac Unv Canadian Balanced Fund Series A
Mac Unv Canadian Balanced Segregated Fund
Manulife Balanced Fund
Manulife Balanced Index Bundle GIF Select
Manulife Balanced Seg Fund 100%
Manulife Balanced Segregated Fund 75%
Manulife Canadian Balanced Fund Advisor Series
Manulife Canadian Balanced Growth Fund Advisor Ser
Manulife GIF 1 AIM Canadian Balanced
Manulife GIF 1 Balanced
Manulife GIF 1 CIBC Monthly Income Fund
Manulife GIF 1 Fidelity Canadian Balanced
Manulife GIF 1 Fidelity Monthy Income
Manulife GIF CAP A Fidelity Monthly Income
Manulife GIF MLIA A AIM Canadian Balanced
Manulife GIF MLIA A Balanced (closed)
Manulife GIF MLIA A Fidelity Monthly Income
Manulife GIF MLIP A Fidelity Monthly Income
Manulife GIF Select Dynamic Power Balanced
Manulife GIF Select E Simplicity Balanced Port
Manulife GIF Select E Simplicity Balanced Port E+
Manulife GIF Select E Simplicity Income Port
Manulife GIF Select E Simplicity Income Port EstP
Manulife GIF Select Simplicity Balanced Port E+
Manulife GIF Select Simplicity Income Port EstP
Manulife Monthly High Income Class
Manulife Series R A AIM Canadian Balanced
Maritime Life Financial Fitness Balanced Fund
Matrix Diversified Income Fund Corporate Class
McLean Budden LifePlan ® Retirement Fund Class A
Meritage Balanced Income Portfolio - A
Meritage Balanced Portfolio - A
Meritage Growth Income Portfolio - A
Meritage Growth Portfolio - A
Meritas Balanced Growth Portfolio Fund Class A
Meritas Balanced Portfolio Fund
MFi Balanced Fund
MGS Balanced (Multi-Manager)
Middlefield Income & Growth Class
Middlefield Income Plus Class
MLI Greystone Balanced Fund
Morgan Meighen Balanced Pooled Fund
National Bank Balanced Managed Portfolio
National Bank Moderate Strategy Portfolio NR
National Bank Monthly Moderate Income Fund
NexGen Canadian Balanced Growth Registered
NexGen Canadian Balanced Growth Tax Mgd ROC
NexGen Canadian Growth & Income Registered
NexGen Canadian Growth & Income TM ROC
NexGen Turtle Canadian Balanced Reg
NexGen Turtle Canadian Balanced Tx Mgd ROC
Northwest Select Canadian Balanced Portfolio Cl A
Owners RRSP Fund
PH&N Balanced Fund Series D
PH&N Balanced Pension Trust Series A
PH&N Community Values Balanced Fund Series D
PH&N Monthly Income Fund Series D
Pinnacle Strategic Balanced Fund Class A
PowerShares Diversified Yield Fund Series A
Primerica Conservative Growth Fund
Quadrus Mac Maxxum Canadian Balanced Fund
RBC Balanced Fund Series A
RBC Balanced GIF
RBC Life - Balanced Fund
RBC Managed Payout Solution - Enhanced Plus
RBC Monthly Income Fund
RBC PH&N Monthly Income Fund
Renaissance Canadian Balanced Fund
Russell Enhanced Canadian Growth & Inc Cl Pt B C$
Russell Enhanced Canadian Growth & Income Pt B C$
Sceptre Income & Growth Fund Class A
Scotia Canadian Balanced Fund
Scotia Diversified Monthly Income Fund
SEI Balanced 50/50 Fund Class - O
SEI Balanced Monthly Income - O Class
SEI Canadian Focused Balanced Fund Class O
Sentry Conservative Income Fund
Signature Canadian Balanced Segregated Fund I
Signature Canadian Balanced Segregated Fund II
SocieTerra Balanced Portfolio
Standard Life Balanced A-Series
Standard Life Ideal Balanced Fund BEL
Standard Life Ideal Income Balanced Fund BEL
Standard Life Ideal Monthly Income Fund BEL
Standard Life Moderate Portfolio A-Series
Standard Life Moderate Portfolio Class A
Standard Life Monthly Income A-Series
Standard Life Monthly Income Fund Class A
Standard Life SI Ideal AIM Canadian Balanced 100
Standard Life SI Ideal Fidelity Canadian Bal 100
Stone & Co. Flagship Growth & Income Fund Can F
SunWise II CI Signature Canadian Balanced Fund (F)
TD Balanced Income Fund - I
TD Balanced Index Fund - I
The Newport Yield Fund
TLC AGF Canadian Large Cap Balanced GIP
TLC AGF Canadian Stock Balanced GIP
TLC Canadian Balanced GIF
TLC Fidelity Canadian Balanced GIF
TLC Fidelity True North Balanced GIP
TLC Invesco Canadian Balanced GIF
TLC TD Canadian Blue Chip Balanced GIP
TLC TD Dividend Balanced GIP
TLC TOP Canadian Balanced GIP
Trans AGF Canadian LargeCap Balanced 5FL GIP
Trans AGF Canadian Stock Balanced 5FL GIP
Trans Balanced Investment Growth Fund (BIG)
Trans Canadian Balanced 5FL GIF
Trans Fidelity Canadian Balanced 5FL GIF
Trans Fidelity True North Balanced 5FL GIP
Trans GROWSafe Canadian Balanced Fund
Trans GROWSafe3 Balanced Asset Alloc GIF75/100
Trans IMS Asset Allocation Fund
Trans Segregated Fund 1
Trans TD Canadian Blue Chip Balanced 5FL GIP
Trans TOP Canadian Balanced 5FL GIP
VPI Cardinal Canadian Income Pool Series A

Updated: Sep 01, 2010