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 Income Trust Equity
Funds in the Canadian Income Trust Equity category must invest at least 90% of their equity holdings in income trust securities domiciled in Canada.
Bissett Income Fund Series ABMO GDN Growth and Income FundBMO GDN Monthly High Income Fund IIBMO Harris Diversified Yield 42Brickburn Income Growth Class Series MFCompass Income FundDynamic Equity Income Fund Series AFidelity Dividend Plus Fund Series AGalileo High Income Plus FundINDEXPLUS Income FundInvestors Canadian Equity Income Fund Series AiShares S&P/TSX Income Trust Index FundMac Saxon High Income Fund Series SIMINT Income FundNavina Income & Growth Fund Class XNorrep Income Growth ClassSentry Canadian Income Class Series ASentry Canadian Income Fund ASentry Diversified Income FundSentry Diversified Income Fund Series XSentry Energy Growth & Income FundSentry Select Blue-Chip Income TrustSentry Select Canadian Income Management TrustSentry Select Commodities Income TrustSentry Select MBS Adjustable Rate Income Sr XSentry Select Premier Value Income TrustTax Optimized Return Oriented Sec Trust ROC SecTax Optimized Rtn Oriented Sec Trust Income SecYIELDPLUS Income FundUpdated: Sep 01, 2010