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 Equity

Funds in the Canadian Equity category must invest at least 90% of their equity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small/mid cap threshold.

Acker Finley Canada Focus Fund
Acker Finley Select Canada Focus Fund Series A
Acuity Pooled Pure Canadian Equity Fund
AEGON Fund Mgmt imaxx Cdn Equity Growth Fund
AGF Canada Class C$
AGF Canadian All Cap Equity Fund C$
AltaFund Investment Corp.
Altamira Canadian Equity Growth Fund - A
Altamira Canadian Index Fund
Ark StoneCastle Stable Growth Class A
Assumption Life Canadian Equity A
Assumption/FDI True North A
Assumption/MB Canadian Equity + A
Assumption/MB TSX 100 Momentum A
Astra Canadian Index
Astra Celestia Agressive
Astra Celestia Balanced
Astra Celestia Growth
Astra Greystone Canadian Growth Equity
Astra Howson Tattersall Small Cap Equity Fund
Astra Jarislowsky Fraser Ltd. Canadian Value Equ
Astra Lombard Odier Darier Hentsch Canadian Equity
Astra McLean Budden Canadian Equity Fund
Astra Natcan Canadian Equity
AXA FT Quotential Canadian Growth A GIF
AXA Rosenberg Canadian Equity A GIF
Barreau du Quebec Canadian Equity Fund
Batirente Canadian Equity - MULTI
Beutel Goodman Canadian Equity Fund
Bissett All Canadian Focus Corporate Class A
Bissett All Canadian Focus Fund Series A
Bissett Canadian Equity Corporate Class A
Bissett Canadian Equity Fund Series A
Bissett Core Equity Trust
BluMont Canadian Fund
BMO Asset Management Canadian Equity Fund
BMO Asset Management Small Cap Fund
BMO Canadian Equity Class
BMO Dow Jones Canada Titans 60 Index ETF
BMO Equity Fund
BMO Equity Index Fund
BMO GDN Canadian Equity Class Advisor Series
BMO GDN Canadian Large Cap Equity Class Advisor
BMO GDN Canadian Large Cap Equity Fund
BMO Harris Canadian Conservative Equity 39
BMO Harris Canadian Growth Equity 38
BMO Harris Growth Opportunities 45
BMO Nesbitt Burns Canadian Stock Selection Fd Cl A
BMO Nesbitt Burns Max Growth Portfolio Fund Cl A
Bodnar Canadian Equity Fund
BonaVista Canadian Equity Value Fund Series D
Canada Life Canadian Equity (Laketon) Gens (S-9)
Canada Life Canadian Equity Fund
Canada Life Canadian Equity Fund (Bissett) Gens
Canada Life Canadian Equity Value Fund (L) Gens
Canada Life Flex Canadian Equity (LC)
Canada Life Indexed Canadian Equity (TD) Gens
Canada Life True North Fund (Fidelity) Gens
CDA Common Stock (Altamira)
CGOV Canadian Equity Fund
CIBC Canadian Equity Fund
CIBC Canadian Equity Value Fund
CIBC Canadian Index Fund
CIBC Pooled Canadian Equity Fund
CIBC Pooled Canadian Equity S&P/TSX Index Fund
Claymore Canadian Fundamental Index ETF
Co-operators Life Canadian Equity Fund VA
Counsel Canadian Growth Series A
Counsel Canadian Value Series A
Credential EnRich Canadian Equity Pool Class A
Creststreet Resource Fund Series A
Desjardins Canadian Equity Growth Fund
Desjardins Canadian Equity Value Fund Series A
Desjardins Environment Fund
DFA Canadian Core Equity Fund Class A
DFS Bernstein Canadian Value Equity Fund
DFS Beutel Goodman Canadian Equity Fund
DFS BlackRock Active Canadian Equity
DFS BlackRock Canadian Equity Index
DFS Canadian Equity Dividend Fund Fiera
DFS Desjardins Canadian Equity Growth Fund
DFS Desjardins Canadian Equity Value Fund
DFS Ethical Canadian Equity Fund
DFS Fidelity True North Fund
DFS GE Canadian Equity Fund
DFS GIF - Canadian Equity - Bissett Series 3
DFS GIF - Canadian Equity - Fid True North Ser 3
DFS GIF - Canadian Equity - Fiera Series 1
DFS GIF - Canadian Equity - Jarislowsky Series 3
DFS Greystone Canadian Equity
DFS Jarislowsky Fraser Canadian Equity Fund
DFS McLean Budden Canadian Equity
Dynamic Aurion Canadian Equity Class Series A
EdgePoint Canadian Portfolio
EdgePoint Canadian Portfolio "A" Non HST
Educators Diversified Fund
Educators Growth Fund
EFG Private Portfolio Canadian Equity Class I
Empire Canadian Equity Fund - A
Equitable Life Acuity Pure Canadian Equity Fund
Equitable Life MB Canadian Equity Value Fund
Exemplar Canadian Focus Portfolio Series A
FaithLife Cdn Equity (Core 2)
FaithLife Cdn Equity (Growth 2)
FaithLife Cdn Equity (Indexed)
FÉRIQUE Equity Fund
FGF Canadian Index Fund
FI Capital SRI Canadian Equity Fund
FI Capital SRI Enhanced Income Fund
Fidelity Canadian Disciplined Equity Class A C$
Fidelity Canadian Disciplined Equity Fund Ser A
Fidelity Canadian Equity Private Pool Series B
Fidelity Concentrated Canadian Equity Priv Pl B
Fidelity True North Class Series A
Fidelity True North Fund Series A
Fiera Canadian Equity Growth
First Asset Yield Opportunity Trust
First Trust Veritas Canadian Select Portfolio Cl A
FMOQ Canadian Equity Fund
Franklin Templeton Canadian Core Equity Fund O
Franklin Templeton Canadian Large Cap Fund Ser O
Goodman & Company Canadian Value Strategy
Goodman & Company Growth Strategy
GWL Canadian Equity (G) NL
GWL Canadian Equity Fund (BT) NL
GWL Equity Index Investment (G) NL
GWL Ethics Fund (G) NL
Harmony Canadian Equity Pool
Harmony Canadian Equity Pool Class (Wrap)
Hartford Canadian Stock D
Highstreet Canadian Equity Fund Pooled
Highstreet Canadian Growth Fund
Horizons AlphaPro Managed S&P/TSX 60 ETF
HSBC Canadian Equity Pooled
HSBC Equity Fund Investor Series
IA 100% Canadian Equity Value
IA Canadian Equity (Highstreet)
IA Canadian Equity (Howson Tattersall)
IA Canadian Equity (Jarislowsky)
IA Canadian Equity (Scheer Rowlett)
IA Clarington Canadian Leaders Class Series A
IA Clarington Canadian Leaders Fund Series A
IA Clarington Inhance Canadian Equity SRI Class A
IA Ecflx Canadian Equity Growth
IA Ecoflex Canadian Equity Index
IA Ecoflex Fidelity True North
IA Ecoflex Select Canadian
IA Ultraflex R-M Canadian Equity Index
IA Ultraflex R-M Equities
IAP Ecxtra Canadian Equity (Jarislowsky)
IAP Ecxtra Canadian Leaders
IG Bissett Canadian Equity Class A
IG Bissett Canadian Equity Fund Series A
IG FI Canadian Equity Class
IG FI Canadian Equity Fund
IG/GWL Canadian Equity GIF 75/75 A
imaxx Canadian Equity GIF 75/75
Imperial Growth Canadian Equity Fund
Integra Canadian Value Growth Fund
Invesco Pure Canadian Equity Class Series A
Invesco Pure Canadian Equity Fund Series A
Investors Quebec Enterprise Class
Investors Quebec Enterprise Fund
iProfile Canadian Equity Pool
iShares Dow Jones Canada Select Growth Index Fund
iShares Jantzi Social Index Fund
iShares S&P/TSX 60 Index Fund
iShares S&P/TSX Capped Composite Index Fund
JOV Canadian Equity Class A
Jov Prosperity Canadian Equity Fund Series A
La Capitale Canadian Equity
Leith Wheeler Canadian Equity Fund Series B
LODH Opus - Diversified Can., Series P 
London Life Canadian Equity Fund (GWLIM)
London Life Canadian Equity Fund (LC)
London Life Ethics Fund (GWLIM)
Mac All-Sector Canadian Equity Fund Series A
Mac Saxon Stock Class Series A
Mac Saxon Stock Fund Series SI
Manulife Canadian Core Class Series A
Manulife Canadian Core Fund Series A
Manulife Canadian Equity Index Fund Series O
Manulife Canadian Equity Index GIF Select
Manulife Canadian Equity Index GIF Select E
Manulife Canadian Investment Class Advisor Series
Manulife Canadian Large Cap Value Class A
Manulife Canadian Value Class Series A
Manulife Canadian Value Fund Series A
Manulife GIF 1 Canadian Equity Index
Manulife GIF 1 Core Canadian Equity
Manulife GIF 1 Fidelity Cdn Disciplined Equity
Manulife GIF 1 Fidelity True North
Manulife GIF 1 Mawer Canadian Equity
Manulife GIF CAP A Growth
Manulife GIF MLIA A Canadian Equity Index (closed)
Manulife GIF MLIA A DCA Advantage
Manulife GIF MLIA A Fidelity True North
Manulife GIF MLIA A Growth (closed)
Manulife GIF MLIP A Fidelity True North
Manulife GIF Select Canadian Equity Index
Manulife GIF Select Growth (Multi-Manager)
Manulife GIF series 1 Growth
Manulife Sector Rotation Fund Series A
Manulife Sector Rotation GIF
Manulife Sector Rotation GIF encore
Manulife Value Equity GIF
Maritime Life Canadian Equity Pooled Fund
Maritime Life Financial Fitness Growth Fund
Maritime Life MIX Cdn Lrg Cap Val A (cl)
Maritime Life Triflex Fid Cdn Disciplined Eq Seg
Maritime Life Triflex Growth Fund
Maritime Life Triflex Growth-Appreciation(CAR) 88
Maritime Life Triflex Growth-Appreciation(CAR) 89
Marquis Institutional Canadian Equity Portfolio A
Marquis Institutional Canadian Equity Portfolio C
Mawer Canadian Equity Fund Class A
MB Canadian Equity Fund - Pooled
MB Canadian Equity Growth Fund - Pooled
MB Canadian Equity Value Fund - Pooled
MB Select Canadian Equity Fund - Pooled
McLean Budden Canadian Equity Fund Class D
MD Select Fund Class A
MDPIM Canadian Equity Pool (Class A)
Meritage Canadian Equity Portfolio - A
Meritas Jantzi Social Index Fund
MFC Global Pooled Canadian Equity Fund
MFC Global Pooled Canadian Index Fund
MFC Global Pooled Cdn Large Cap Growth
MFi Canadian Equity Fund
MLI Greystone Canadian Equity Fund
MLIA Class A Core Cdn Equity
MLIA Class A Value Equity
MTC Growth Fund - 1 Inc.
NAL-Investor Canadian Equity Fund
Natcan Canadian Equity Growth
National Bank Canadian Equity Fund
NBT Canadian Equity Pooled Fund A
NexGen Turtle Canadian Equity Reg
NexGen Turtle Canadian Equity Tx Mgd ROC
Norrep Q Class
O'Leary Canadian Equity Yield Fund Series A
Omega Canadian Equity Fund - A
Pathway Canadian Flex A Regular MIN003
PH&N Canadian Equity Fund Series D
PH&N Canadian Equity Value Fund Series D
PH&N Community Values Canadian Equity Fund Ser D
PH&N Vintage Fund Series D
PIE Canadian Equity Class B-1 Series A
Pinnacle Canadian Growth Equity Fund Class A
PowerShares FTSE RAFI Canadian Fundamental Index C
PowerShares FTSE RAFI Canadian Fundamental Indx Cl
Premiere Stable Growth Fund
Pro FTSE RAFI Canadian Index Fund
PRO SSQ Canadian Fundamental Equity GIF
Professionals' Canadian Equity Fund
Prosperity Canadian Equity Class B
Protected Canadian Equity Fund
Quadrus GWLIM Canadian Growth Fund
Quadrus Sionna Canadian Value Corporate Class
Quotential Canadian Growth Corp Class Port Ser A
Quotential Canadian Growth Portfolio Series A
RBC Canadian Equity Fund Series A
RBC Canadian Equity GIF
RBC Canadian Index Fund
RBC Dominion Securities Cdn Focus List Portfolio
RBC DS Canadian Focus Fund
RBC DS Canadian Focus Fund GIF Series 1
RBC Jantzi Canadian Equity Fund Series A
RBC Life - Equity Growth Fund
RBC Life A
RBC O'Shaughnessy All-Canadian Equity Fund
RBC O'Shaughnessy All-Canadian Equity GIF
RBC Private Canadian Equity Pool Series F
RBC Private Canadian Growth & Income Equity Pool F
RBC Private Canadian Mid Cap Equity Pool Series F
RBC Private Canadian Value Equity Pool Series F
RBC Private Core Canadian Equity Pool Series F
ROI Canadian Top 20 Picks Fund Series A
ROI Canadian Top 30 Small Cap Picks Fund Ser A
Russell Canadian Equity Class Series B C$
Russell Canadian Equity Fund Series A
Russell Canadian Equity Pool Series B C$
Sceptre Canadian Equity Fund Class A
Sceptre Private Client Canadian Equity LPEP
Scotia Canadian Blue Chip Fund
Scotia Canadian Equity Class I
Scotia Canadian Index Fund
Scotiabank Canadian Growth Fund
ScotiaMcLeod Canadian Core Portfolio
SEAMARK Canadian Equity - A
SEI Canadian Equity Fund Class O
Select Canadian Equity Managed Corporate Class
Standard Life Canadian Equity Focus A-Series
Standard Life Ideal Canadian Equity Focus Fd BEL
SunWise Elite Fidelity True North Fund (Full)
SunWise I Fidelity True North Fund 100%
SunWise II Canadian Equity Index Fund (Full)
SunWise II Fidelity True North (Full)
TD Canadian Index Fund - I
TD Canadian Quantitative Research Portfolio
TD Canadian Value Fund - I
TD Canadian Value GIF II
TD Gtd Canadian Value Fund
Templeton Canadian Stock Corporate Class A
Templeton Canadian Stock Fund A
Templeton Canadian Stock Guaranteed Invest Fund
The Newport Canadian Equity Fund
TLC Canadian Equity GIF
TLC Canadian Large Cap Index GIF
Tower K2 CDN Fund (growth) Class A
Trans Agent Plan
Trans Fidelity True North GIF 75/100
Trans Fidelity True North GIF 75/75
Trans GROWSafe Canadian Equity Fund
Trans GROWSafe3 Cdn Large Cap Index GIF 75/100
Trans IMS Canadian 35 Index Fund
Trans IMS Canadian Growth Fund
Triasima Cdn All Capitalization Equity
United Canadian Equity Alpha Corporate Class E
United Institutional Managed Canadian Equity Pool
Van Arbor Canadian Advantage Fund Series A

Updated: Sep 01, 2010