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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Download Complete Fund List (as of Aug 26, 2010)
Canadian Focused Equity
Funds in the Canadian Focused Equity category must invest at least 50% and less than 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.
Acuity Canadian Equity Fund Class AAcuity Pooled Canadian Equity FundAcuity Pooled Social Values Canadian Equity FundAcuity Social Values Canadian Equity Fund Class AAEGON Fund Mgmt imaxx Cdn Equity Value FundAGF Canadian Large Cap Dividend Class C$AGF Canadian Large Cap Dividend FundAGF Canadian Stock Class C$AGF Canadian Stock FundAGF Canadian Value FundAGF Canadian Value Fund Class XAllegro Aggressive Canada Focus PortfolioAllegro Growth Canada Focus Portfolio Class AAlpha Growth Portfolio Class AAlpha Pooled Growth PortfolioAlpha Pooled Social Values PortfolioAlpha Social Values Portfolio Class AAlto Aggressive Canada Focus Portfolio Series AAPEX Canadian Growth (AGF)Apex Canadian StockApex Canadian Value (Dynamic)Assumption Canadian Equity + ABeutel Goodman Canadian Equity Plus FundBeutel Goodman Canadian Intrinsic FundBrandes Sionna Canadian Equity Fund Class ABrandes Sionna Canadian Equity Fund Class ANBrigata Canadian Equity Fund Series ACambridge Canadian Equity Corporate ClassCambridge Cdn Asset Allocation Corporate ClassCanada Life Canadian Equity Fund (HT) GensCanada Life Canadian Equity Fund (IVZ) GensCanada Life Canadian Equity Growth (M) GensCanada Life Canadian Growth Fund (IVZ) GensCanada Life Harbour Canadian Fund (CI) GensCapital International - Growth & Income Class ACDA Dividend (PH&N)CGOV Equity FundCGOV Equity Income FundCGOV Focused 15 FundCI Canadian Investment Corporate Class A C$CI Canadian Investment Fund Class ACI Harbour GIFCI Harbour GIF 75/100CI Harbour Segregated FundCI Signature Select Canadian GIFCI Signature Select Canadian GIF 75/100CIBC Pooled Canadian Value FundClarica MVP Equity FundClarica SF CI Canadian Investment FundClarica SF CI Harbour FundClarica SF CI Sig Canadian FundClarica SF CI Signature Select Canadian FundClarica SF CI Signature Summit Select CanadianClarica SF CI Synergy Canadian ClassCo-operators Very Aggressive Portfolio VPConcordia Equity FundCreststreet Dividend & Income Fund Series ADFS Canadian Equity GARP Fund FieraDFS GIF - Canadian Equity Growth - McLean Budden 3DFS GIF - Ultimate Equity - Multi-Manager Series 3DFS McLean Budden Canadian Equity Growth FundDFS Multi-Management 100 FundDMP Canadian Dividend ClassDMP Canadian Value ClassDMP Power Canadian Growth ClassDynamic Canadian Dividend ClassDynamic Canadian Dividend FundDynamic Canadian Value ClassDynamic Dividend Value Fund Series ADynamic Focus+ Equity FundDynamic Power Canadian Growth Class Series ADynamic Power Canadian Growth FundDynamic Protected Dividend Value FundDynamic Value Fund of CanadaEmpire Aggressive Growth Portfolio Fund - AEmpire Elite Equity Fund - AEmpire Equity Growth FundEmpire Premier Equity FundEquitable Life AIM Canadian Premier FundEquitable Life Canadian Stock FundEquitable Life Common Stock FundEthical Growth Fund Class AFGF Canadian Equity FundFidelity Canadian Growth Company Class Series AFidelity Canadian Growth Company Fund Series AFidelity Canadian Large Cap Fund Series AFidelity Greater Canada Class Series AFidelity Greater Canada Fund Series A C$Forester Growth Funds - EquityGWL Advanced Income Portfolio NLGWL Canadian Equity Fund (B) NLGWL Canadian Equity Growth (M) NLGWL Canadian Equity Portfolio (G) NLGWL Canadian Value Fund (IVZ) NLGWL Equity Fund (M) NLHarbour Corporate ClassHarbour FundHartford Canadian Value DIA Canadian Equity (Trimark)IA Canadian Equity Select(McLean Budden)IA Canadian Equity ValueIA Clarington Canadian Growth Class Series AIA Clarington Canadian Growth Fund Series AIA Ecflx Canadian Equity (Dynamic)IA Ecflx Canadian Equity ValueIA Ecflx Fidelity Canadian OpportunitiesIG AGF Canadian Growth ClassIG AGF Canadian Growth FundIG Beutel Goodman Canadian Equity ClassIG Beutel Goodman Canadian Equity FundIG Mackenzie Maxxum Canadian Equity Growth Fund AIG Mackenzie Maxxum Cdn Equity Growth Class AIG Mackenzie Maxxum Dividend Growth FundIG Mackenzie Select Manager Canada Cl AIG/GWL Allegro Aggressive Canada Focus PortfolioIG/GWL Alto Aggressive Canada Focus PortfolioIG/GWL Canadian Equity Segregated FundIG/GWL Summa Segregated FundImaxx Canadian Equity Value GIF 75/100imaxx TOP Canadian Managers GIP 75/75Integra Equity FundInvesco Canadian Equity Growth Private Pool Ser AInvesco Canadian Equity Private PoolInvesco Canadian Premier Growth Class Series AInvesco Canadian Premier Growth Fund Series AInvesco Core Canadian Equity ClassInvesco Select Canadian Equity FundInvesco Select Canadian Equity Seg FundInvestors Canadian Equity ClassInvestors Canadian Equity FundInvestors Canadian Large Cap Value ClassInvestors Canadian Large Cap Value FundInvestors Retirement Growth PortfolioInvestors Retirement High Growth PortfolioInvestors Summa SRI Class AInvestors Summa SRI Fund Series CKeystone AGF Equity FundLa Capitale Can Equity Mng - DynamicLakeview DL Canadian Equity FundLegg Mason Batterymarch North American Equity FundLondon Life Canadian Equity Fund (BG)London Life Canadian Equity Growth Fd (IVZ)London Life Canadian Equity Growth Fd (Mackenzie)London Life Canadian Equity Profile FundLondon Life Equity Fund (MF)London Life Equity Profile Fund 5.23LLondon Life Growth Equity Fund (LC)London Life Larger Company Fund (MF)Mac Cundill Canadian Security Class Series AMac Cundill Canadian Security Fund Series AMac Cundill Canadian Security GIF Core Ser A C$Mac Cundill Canadian Security GIF Core Ser I C$Mac Cundill Canadian Security GIF Intermed A C$Mac Cundill Canadian Security Segregated FundMac Focus All-Canadian Class Series AMac Focus Canada Fund Series AMac Focus Canada Segregated FundMac Growth Fund Series AMac Ivy All-Canadian Class Series AMac Ivy Canadian Fund Series AMac Ivy Canadian GIF Core Series A C$Mac Ivy Canadian GIF Intermediate Series A C$Mac Ivy Canadian Segregated FundMac Maxxum All-Canadian Equity Cl Ser AMac Maxxum Canadian Equity Growth Fund Series AMac Maxxum Canadian Equity Growth GIF Core Ser AMac Maxxum Canadian Equity Growth GIF Intermedia AMac Maxxum Dividend Growth Fund Series AMac Maxxum Dividend Growth Segregated FundMac Saxon Global Explorer Class Series A C$Mac Universal All-Canadian Gro Cl (A Class) Ser AMac Universal Canadian Growth Fund Series A C$Mac Universal Canadian Growth GIF Core Series AMac Universal Canadian Growth GIF Intermediate AMac Universal Canadian Value Class Series AMac Unv Canadian Growth Segregated FundManulife Advantage FundManulife Advantage II ClassManulife Advantage II FundManulife Aggressive Asset AllocationManulife Canadian Equity Class Series AManulife Canadian Equity Fund Series AManulife Canadian Equity Fund-AManulife Canadian Focused ClassManulife Canadian Focused FundManulife Canadian Opportunities Class Advisor SerManulife Canadian Opportunities Fund Advisor SerieManulife Canadian Stock FundManulife Diversified Canada ClassManulife Diversified Canada FundManulife Diversified Canada Seg Fund 100%Manulife Diversified Canada Seg Fund 75%Manulife GIF 1 AIM Canadian Premier ClassManulife GIF 1 Canadian EquityManulife GIF 1 CI HarbourManulife GIF 2 Canadian EuityManulife GIF CAP A AIM Canadian PremierManulife GIF CAP B CI Harbour FundManulife GIF MLIA A AIM Canadian PremierManulife GIF MLIA A Maxxum dividend GrowthManulife GIF MLIA A Trimark Select Cdn GrowthManulife GIF MLIA B AIM Canadian PremierManulife GIF MLIA B CI HarbourManulife GIF MLIP A AIM Canadian PremierManulife GIF MLIP B AIM Canadian PremierManulife GIF Select 75 Series CI Harbour FundManulife GIF Select 75 Series FE2 CI Harbour FundManulife GIF Select Canadian EquityManulife GIF Select CI HarbourManulife GIF Select E Canadian EquityManulife GIF Select E Canadian Equity IndexManulife GIF Select E CI HarbourManulife GIF Select E Simplicity Aggressive PortManulife GIF Select Orig AIC Advantage IIManulife GIF Select Simplicity Aggressive PortManulife GIFe 1 Canadian EquityManulife GIFe 2 Canadian EquityManulife Maxxum Dividend Growth GIF (Mackenzie)Manulife Series R A Trimark Select Canadian GrowthManulife Simplicity Aggressive Portfolio GIFManulife Simplicity Aggressive Portfolio GIF e S2Manulife Simplicity Aggressive Portfolio GIF S2Manulife Simplicity Aggressive Portfolio GIFencoreManulife Simplicity Aggressive Portfolio Series AManulife Trimark Select Canadian Growth GIFMB Canadian Equity Plus Fund - PooledMcLean Budden Canadian Equity Growth Fund Class DMcLean Budden Canadian Equity Value Fund Class DMD Equity Fund Class AMGS Canadian EquityMGS Canadian Equity EliteMGS Maxxum Dividend Growth (Mac)MGS Simplicity Aggressive PortfolioMGS Simplicity Aggressive Portfolio EliteMiddlefield Equity Index ClassML Ser R Class A Simplicity AggressiveML Ser R Class B Simplicity AggressiveMLCAP Class A Canadian Equity (closed)MLCAP Class A MLI Canadian EquityMLIA Class A Canadian EquityMLIA Class A Canadian Equity (closed)MLIA Class A Simplicity AggressiveMLIA Class B Canadian EquityMLIA Class B Simplicity AggressiveMLIP Class A Canadian Equity (closed)MLIP Class A Canadian EquityMLIP Class A Simplicity AggressiveMLIP Class B Canadian EquityMLIP Class B Simplicity AggressiveMorgan Meighen Growth Pooled FundNational Bank Canadian Opportunities FundNational Bank Equity Managed PortfolioNexGen N.A. Growth Registered FundNexGen N.A. Growth Tax Managed Fund CG F 3128NexGen N.A. Growth Tax Managed Fund ROCNexGen N.A. Large Cap Registered FundNexGen N.A. Large Cap Tax Managed Fund ROCNexGen N.A. Value Registered FundNexGen N.A. Value Tax Managed ROCNorthwest Canadian Equity Corporate Class ANorthwest Canadian Equity Fund Series AO'Leary Canadian Equity Income Fund (Diluted)PH&N Canadian Equity Plus Pension Trust Series APH&N Canadian Growth Fund Series DPinnacle Canadian Value Equity Fund Class AQuadrus Aggressive Folio FundQuadrus AIM Canadian Equity Growth FundQuadrus Canadian Equity Corporate ClassQuadrus London Capital Canadian Diversified EquityQuadrus Mac Maxxum Canadian Equity Growth FundQuadrus Mackenzie Focus Canada FundRBC North American Growth FundRBC North American Growth GIFRBC North American Value FundRBC O'Shaughnessy Canadian Equity FundRenaissance Canadian Core Value FundRenaissance Canadian Growth FundScotia Canadian Growth FundSentry Diversified Total Return Fund ASignature Canadian Segregated Fund IISignature Canadian Segregated I FundSignature Select Canadian Corporate Class A C$Signature Select Canadian Fund Class ASignature Select Canadian Segregated ISignature Select Canadian Segregated IIStandard Life Canadian Equity A-SeriesStandard Life Canadian Equity Class AStandard Life Ideal Canadian Equity Fund BELSteadyhand Equity FundStone & Co. Flagship Stock Fund Canada ASun Life SunfundSunWise Elite AIM Canadian First Class (Full)SunWise Elite CI Cambridge Cdn A A Corp 100/100SunWise Elite CI Cambridge Cdn A A Corp 75/75SunWise Elite CI Cambridge Cdn Equity Corp 100/100SunWise Elite CI Canadian Investment Fund (Full)SunWise Elite CI Harbour Fund (Full)SunWise Elite CI Signature Select Canadian (F)SunWise Elite CI Synergy Canadian Fund (Full)SunWise Elite Mac Cundill Cdn Security Fund (F)SunWise Elite Plus CI Cambridge Cdn AA Corp100/100SunWise Elite Plus CI Cambridge Cdn EquCorp100/100SunWise I CI Canadian Equity Fund 75%SunWise I CI Canadian Investment Fund 100%SunWise I CI Canadian Stock Fund 100%SunWise I CI Signature Select Canadian Fund 100%SunWise I Mac Cundill Canadian Security 100%SunWise I Trimark Select Canadian Growth Fund 100%SunWise II AIC Diversified Canada Fund (Full)SunWise II AIM Canadian First Class Fund (Full)SunWise II CI Canadian Equity Fund (Full)SunWise II CI Canadian Investment Fund (Full)SunWise II CI Harbour Fund (Full)SunWise II CI Signature Select Canadian Fund (F)SunWise II CI Synergy Canadian Fund (Full)SunWise II Mac Cundill Canadian Security (Full)Synergy Canadian Corporate ClassTD Canadian Blue Chip Equity Fund - ITD Canadian Equity Fund - ITD Canadian Equity GIF IITD Gtd Canadian EquityThornmark Enhanced EquityTLC Canadian Equity Value GIFTLC TOP Canadian Managers GIPTradex Equity Fund LimitedTrans AIC Diversified Canada GIF 75/100Trans IMS Canadian Communications FundTrans TOP Canadian Managers GIP 100/100Trapeze Value Fund Series ATrimark Canadian Endeavour FundTrimark Canadian First Class Series ATrimark Canadian Fund Series - SCTrimark Canadian Plus Dividend Class Series AUnited Canadian Equity Growth Corporate Class AUnited Canadian Equity Growth Pool Class WUnited Canadian Equity Value Corporate Class AUnited Canadian Equity Value Pool Class WVPI CGOV World Equity Pool Series AUpdated: Sep 01, 2010