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.
Print Fund Categories
Print Category Flow Chart
Imprimer les Catégories de Fonds
Download Complete Fund List (as of Aug 26, 2010)
Canadian Focused Small/Mid Cap Equity
Funds in the Canadian Focused Small/Mid Cap 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 lower than the Canadian small/mid cap threshold.
ABC Fully-Managed FundABC Fundamental-Value FundAcuity All Cap 30 Canadian Equity Class Series AAcuity All Cap 30 Canadian Equity Fund Class AAcuity Clean Environment Equity Fund Class ABrandes Canadian Equity FundBrickburn Small Cap Class Series MFChou RRSP FundCI Can-Am Small Cap Corporate Class ADynamic Power Small Cap FundFidelity Special Situations Class Series A C$Fidelity Special Situations Fund Series A C$Front Street Canadian Equity Fund Series A (LL)Galileo Small/Mid Cap FundGBC Canadian Growth FundGoodwood Capital FundInvestors Canadian Growth Class AInvestors Canadian Growth Fund Series AInvestors Canadian Small Cap Growth ClassInvestors Canadian Small Cap Growth FundMarquest Deacon Growth Class AMatrix Canadian Balanced Fund Corporate ClassMatrix Dividend & Income FundMatrix Sierra Equity FundNational Bank Small Cap FundNexGen Canadian Growth Registered FundNexGen Canadian Growth Tax Managed ROCNorthern Rivers Conservative Growth Fund Series APinnacle Canadian Mid Cap Equity Fund Class AQuadrus GWLIM North American Mid Cap FundQuadrus North American Specialty Corporate ClassRBC Private O'Shaughnessy Canadian Equity Pool - OSprott All Cap Fund Series ASprott Growth Fund Series ASprott Multi Manager FundSprott Multi-Manager Fund Series AThe McElvaine Investment Trust Series BTrimark Canadian Small Companies FundWebb Enhanced Income FundUpdated: Sep 01, 2010