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 Download Complete Fund List (as of Jul 16, 2010)
 
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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 Canadian Small Cap Fund Class A
Acuity Pooled Canadian Small Cap Fund
AEGON Fund Mgmt imaxx Canadian Small Cap Fund
AGF Canadian Growth Equity Fund Limited
AGF Canadian Small Cap Fund
AGF Monthly High Income Fund
Altamira Quebec Growth Fund
Assumption/FDI Canadian Opportunities A
Assumption/MB Canadian Small Cap A
Astra Canadian Small Cap Equity
Beutel Goodman Small Cap Fund
Bissett Microcap Fund Series A
Bissett Small Cap Corporate Class Series A
Bissett Small Cap Fund Series A
BMO GDN Enterprise Class Advisor Series
BMO GDN Enterprise Fund
BMO GDN Special Equity Fund Advisor Series
BMO Harris Canadian Special Growth 21
BMO Special Equity Fund
Brandes Sionna Canadian Small Cap Equity Fund
Caldwell Meisels Canada Fund
Canada Life Canadian Equity Fund (AGF)Gens (S-101)
Canada Life Mid Cap Canada Fund (GWLIM) Gens
Canada Life Small Cap Equity Fund (Bissett) Gens
Canadian General Investments Limited
CDA Income Trusts (Sceptre)
CI Alpine Growth Equity Fund Class A
CI Canadian Small/Mid Cap Fund Class A
CIBC Canadian Small-Cap Fund
CIBC Pooled Smaller Companies Fund
Clarica SF CI Alpine Growth Equity Fund
Clarica SF CI Canadian Small/Mid Cap Fund
Clarica SF Growth Fund
Claymore Glb Monthly Adv Div ETF Comm
Concordia Special Growth Fund
Desjardins Canadian Small Cap Equity Fund
DFS Bissett Small Cap Fund
DFS GIF - North American Small Company - Fiera Se1
DFS GIF - Small Cap - Bissett Series 3
DFS GIF - Specialty Equity - Northwest Series 3
DFS GIF - Specialty Growth - Northwest Series 3
DFS Montrusco Bolton Canadian Small Cap Equity
Dynamic Small Business Fund Series A
Empire Small Cap Equity Fund - A
Ethical Special Equity Fund Class A
FI Capital Canadian Small Cap Fund
Fidelity Canadian Opportunities Class Series A
Fidelity Canadian Opportunities Fund Series A
First Trust Raymond James Cdn Focus Picks Port A
First Trust Raymond James Cdn Focus Picks Port F
Floyd Growth Fund
Franklin Templeton Canadian Small Cap Fund A
Front Street Growth Fund Series A
GWL Growth Equity Fund (A) NL
GWL Mid Cap Canada Fund (G) NL
Highstreet Canadian Small Cap Fund
Hillsdale Canadian Performance Equity Fund
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
IAP Ecxtra Canadian Equity (Small Cap.) (QV)
IG AGF Canadian Diversified Growth Class
IG AGF Canadian Diversified Growth Fund
IG Beutel Goodman Canadian Small Cap Fund
Investors Canadian Small Cap Class
Investors Canadian Small Cap Fund
iShares S&P/TSX Completion Index Fund
iShares S&P/TSX SmallCap Index Fund
Jones Heward Canadian Small Cap Equity Pooled Fund
Keystone Dynamic Power Small-Cap Class Series A
Legg Mason Batterymarch Cdn Small Cap Fund
LODH Opus - Small Cap., Series P       
London Life Growth Equity Fund (AGF)
London Life Mid Cap Canada Fund (GWLIM)
Mac Saxon Microcap Fund Series SI
Mac Saxon Small Cap Fund Series SI
Manulife GIF 1 Growth Opportunities
Manulife GIF 2 Canadian Small Cap Equ (HT)
Manulife GIF MLIA B Canadian Small Cap
Manulife GIFe 1 Canadian Small Cap Equ (HT)
Manulife Growth Opportunities Class Series A
Manulife Growth Opportunities Fund Series A
Manulife series R A Canadian Growth
Maritime Life Small Cap Canadian Pooled Fund
Mavrix Balanced Monthly Pay Fund
Mavrix Canadian Growth Fund
Mavrix Multi Series Fund Ltd.- Canadian Growth Ser
Mavrix Small Companies Fund
Mavrix Strategic Small Cap Fund
Mawer New Canada Fund
MFi Small Cap Corporate Class
MLI FGP Small Cap Canadian Equity Fund
Montrusco Bolton Canadian Small Cap Fund Units B
Natcan QSSP II Investment Fund Inc.
Natcan Small Capitalization Strategy
NBT Growth Equity Pooled Fund
NexGen N.A. Small/Mid Cap Registered Fund
NexGen N.A. Small/Mid Cap Tax Managed CG F 3328
NexGen N.A. Small/Mid Cap Tax Managed CGR F 3348
NexGen N.A. Small/Mid Cap Tax Managed DTC F 3338
NexGen N.A. Small/Mid Cap Tax Managed ROC
NexGen N.A. Small/Mid Cap Tax Managed ROC F 3318
Norrep Entrepreneurs Class of Norrep Oppor Corp.
Norrep Fund
Norrep II Class
North Growth Canadian Equity Fund
Northwest Specialty Equity Corporate Class A
Northwest Specialty Equity Fund Series A
Northwest Specialty Growth Fund Inc. Series A
Pembroke Canadian Growth
Pender Small Cap Opportunities A
PH&N Small Float Fund Series A
Pinnacle Canadian Small Cap Equity Fund Class A
Quorum Secured Equity Trust
RBC Canadian Equity Income Fund
Redwood Diversified Equity Fund
Redwood Diversified Income Fund
Renaissance Canadian Small-Cap Fund
Renaissance Millennium Next Generation Fund
Resolute Performance Fund
Sceptre Equity Growth Fund Class A
Scotia Canadian Small Cap Fund
SEI Canadian Small Company Equity - O Class
Sentry Small Cap Income Fund A
Sprott Small Cap Equity Fund Series A
Standard Life Canadian Small Cap A-Series
Standard Life Canadian Small Cap Class A Series
Standard Life Ideal Canadian Small Cap Fund BEL
Steadyhand Small-Cap Equity Fund
Stone & Co. Growth Industries Fund A
STYLUS Growth Fund
STYLUS Momentum Fund
TD Canadian Small-Cap Equity Fund - I
Trans IMS Canadian Small Cap Fund
Triasima Cdn Small Capitalization Equity
United Canadian Equity Small Cap Corporate Class A
United Canadian Equity Small Cap Pool Class W

Updated: Jul 02, 2010