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 Small/Mid Cap Equity

Funds in the Canadian Small/Mid Cap Equity category must invest at least 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.

Acuity Pooled Canadian Small Cap Fund
AGF Canadian Growth Equity Class Series A
AGF Canadian Small Cap Discovery Fund
AGF Canadian Small Cap Fund
AlphaNorth Growth Fund Series A - 010
AlphaNorth Growth Series A
Assumption/FDI Canadian Opportunities A
Assumption/MB Canadian Small Cap A
ASTRA Canadian Equity Small Cap Fund
Beutel Goodman Small Cap Fund Class D
BirchLeaf Growth Fund
BMO Canadian Small Cap Equity Fund Series A
BMO Enterprise Fund - Advisor
BMO Harris Canadian Special Growth 21
Cambridge Pure Canadian Equity Fund A
Canada Life Canadian Equity Fund (AGF)Gens (S-101)
Canada Life Small Cap Equity Fund (Bissett) Gens
CDA Income Trusts (Sceptre)
CIBC Canadian Equity Small Cap Pool
CIBC Canadian Small-Cap Fund
Concordia Special Growth Fund
Desjardins Canadian Small Cap Equity Fund
DFS Bissett Small Cap Fund
DFS Fiera Canadian Small Cap Fund
DFS GIF - Small Cap - Bissett Series 3
DFS GIF - Specialty Equity - Northwest Series 6
DFS Montrusco Bolton Canadian Small Cap Equity Fun
Dynamic Small Business Fund Series A
Empire Life Small Cap Equity Mutual Fund Series A
Empire Small Cap Equity Fund - A
FI Capital Canadian Small Cap Fund
Fidelity Canadian Opportunities Class Series A
Fidelity Canadian Opportunities Fund Series A
Fiera Capital Equity Growth Fund Class B
Franklin Bissett Canadian High Dividend Corp Cl A
Franklin Bissett Canadian High Dividend Fund A
Franklin Bissett Microcap Fund Series A
Franklin Bissett Small Cap Corporate Class Fund A
Franklin Bissett Small Cap Fund Series A
Galileo Growth and Income Fund A
Galileo High Income Plus Fund A
GBC Canadian Growth Fund
Guardian Canadian Small/Mid Cap Equity Fund Ser W
GWL Growth Equity Fund (A) NL
Hillsdale Canadian Performance Equity Fund Cl A
HSBC Canadian Small Cap Equity Pooled Fund
HSBC Small Cap Growth Fund Investor Series
IA Canadian Eq (Small Cap) (Montrusco)
IA Clarington Canadian Small Cap Class Series A
IA Clarington Canadian Small Cap Fund Series A
IA Clarington Canadian Small Cap GIF - Guarantee A
IA Clarington Canadian Small Cap GIF - Guarantee B
IA Ecoflex Fidelity Canadian Opportunities
IA Ecxtra GS Canadian Equity Small Cap (QV)
IA SRP Ex-Classic Canadian Equity Small Cap (QV)
IA SRP Fidelity Canadian Opportunities
IG AGF Canadian Diversified Growth Class A
IG AGF Canadian Diversified Growth Fund C
IG Beutel Goodman Canadian Small Cap Fund C
Investors Canadian Small Cap Class A
Investors Canadian Small Cap Fund Series C
iShares S&P/TSX Completion Index ETF (XMD)
iShares S&P/TSX Small Cap Index ETF (XCS)
iShares S&P/TSX Venture Index ETF (XVX)
Jones Heward Canadian Small Cap Equity Pooled Fund
JOV Canadian Equity Class A
Leith Wheeler Special Canadian Pooled A
LODH Opus - Small Cap., Series P       
London Life Growth Equity Fund (AGF)
Mackenzie Canadian Small Cap Value Class Ser A
Mackenzie Canadian Small Cap Value Fund Investor
Manulife Canadian Small Cap Fund MLIA Class B
Manulife series R A Canadian Growth
Manulife Small Cap Value Fund Series I
Marquest Dow Jones Canada High Dividend 50 Fd(CC)A
Marquest Small Companies Fund
Marquest Small/Mid Cap
Matco Small Cap Corporate Class
Mawer New Canada Fund
MLI FGP Small Cap Canadian Equity Fund
Montrusco Bolton Canadian Small Cap Fund Units B
National Bank Quebec Growth Fund
NEI Ethical Special Equity Fund Series A
NEI Northwest Specialty Equity Corporate Class A
NEI Northwest Specialty Equity Fund Series A
Norrep Entrepreneurs Class
Norrep Fund
Norrep II Class
North Growth Canadian Equity Fund Series N
Owners Opportunities Fund
Pembroke Canadian Growth
Pender Small Cap Opportunities Fund Class A
PH&N Small Float Fund Series A
RBC Canadian Mid Cap Equity Class Series A
RBC O'Shaughnessy All-Canadian Equity Fund
RBC O'Shaughnessy All-Canadian Equity GIF
Renaissance Canadian Small-Cap Fund Cl A
ROI Canadian Top 30 Small Cap Picks Fund Ser A
Scotia Canadian Small Cap Fund
Scotia Private Canadian Mid Cap Pool Pinnacle Ser
Scotia Private Canadian Small Cap Pool Pinnacle Sr
SEI Canadian Small Company Equity Fund Class O
Sionna Canadian Small Cap Equity Fund
Sprott Small Cap Equity Fund Series A
Standard Life Canadian Small Cap Class A Series
Standard Life Canadian Small Cap Fund A-Series
Standard Life Ideal Canadian Small Cap Fund BEL
STYLUS Growth Fund
STYLUS Momentum Fund
TD Canadian Small-Cap Equity Class - Investor Ser
TD Canadian Small-Cap Equity Fund - I
Terra Small Cap Growth Fund Class A
The Fiera Capital QSSP II Investment Fund Inc.
Triasima Cdn Small Capitalization Equity
United Canadian Equity Small Cap Corporate Cl A
United Canadian Equity Small Cap Pool Class W
Zechner Special Equity

Updated: Aug 01, 2014