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 Dividend & Income Equity

Funds in the Canadian Dividend & Income Equity category must have a stated mandate to invest primarily in income-generating securities and must invest at least 70% of their equity holdings in securities domiciled in Canada. In addition, these funds must invest at least 50% of their non-cash assets in income-generating securities such that the 3-year weighted average yield on the equity component of the fund’s portfolio is above the 3-year weighted average yield of the S&P/TSX Composite Dividend Index. The fund’s average capitalization must exceed the Canadian and Canadian Focused small/mid cap threshold.

AEGON imaxx Canadian Dividend Fund Class A
AGF Dividend Income Fund
Anchor Managed Dividend Growth Fd Cl A 210
Anchor Managed High Income Fund Class A 220
Assumption/AGF Dividend Income A
ASTRA Guardian Canadian Dividend Equity
Beutel Goodman Canadian Dividend Fund Class D
BMO Canadian Dividend ETF (ZDV)
BMO Dividend Class Series A
BMO Dividend Fund Series A
BMO Enhanced Equity Income Fund Series A
BMO Growth and Income Fund - Advisor
BMO Harris Canadian Income Equity 34
BMO Monthly High Income Fund II Series A
Brickburn Income Growth Class Series MF
Brompton Dividend & Income Fund Series A
Caldwell High Income Equity Fund 077LSC/107FE
Cambridge Canadian Dividend Fund D
Canada Life Dividend Fund Gens
Canada Life Enhanced Dividend Fund (Laketon) S5039
CC&L Equity Income and Growth Fund Series A
CI Canadian Dividend Fund D
CIBC Dividend Growth Fund
Counsel Canadian Dividend Class Series A
Counsel Canadian Dividend Series A
Desjardins Canadian Equity Income Corporate Cl A
Desjardins Canadian Equity Income Fund
Desjardins Canadian Equity Income Fund A Class
Desjardins Dividend Growth Corporate Class A
Desjardins Dividend Growth Fund A Class
DFS GIF - Canadian Dividend - Fiera Series 1
DFS GIF - Canadian Dividend - Northwest 5
DFS Meritas Monthly Dividend & Income
DGIA Canadian Equity Dividend
Dynamic Canadian Dividend Fund Series A
Dynamic Dividend Advantage Class Series A
Dynamic Dividend Advantage Fund Series A
Dynamic Dividend Fund Series A
Dynamic Equity Income Fund Series A
Dynamic Protected Dividend Value Fund
Educators Dividend Fund
Empire Dividend Growth Fund - A
Empire Life Dividend Growth Mutual Fund Series A
FÉRIQUE Dividend Fund
FI Capital SRI Enhanced Income Fund
Fidelity Dividend Class Series A
Fidelity Dividend Fund Series A
Fiera Capital High Income Fund Class B
First Asset Active Canadian Dividend ETF (FDV)
First Asset Canadian Dividend Opportunity Fd Cl A
First Asset Canadian Dividend Opportunity Fund II
First Asset Morningstar Cda Div Target 30 (DXM)
First Trust AlphaDEX Cdn Dividend Plus ETF (FDY)
Franklin Bissett Canadian Dividend Corporate Cl A
Franklin Bissett Canadian Dividend Fund A
Guardian Equity Income Fund Series W
GWL Dividend Fund (G) NL
GWL Dividend Fund (M) NL
Heward Canadian Dividend Growth Fund Ser O
Highstreet Dividend Income Fund
Horizons Active Canadian Dividend ETF (HAL)
HSBC Canadian Dividend Pooled Fund
HSBC Dividend Fund Investor Series
IA Canadian Equity (PH&N)
IA Clarington Canadian Conservative Equity Cl A
IA Clarington Canadian Conservative Equity Fund A
IA Clarington Canadian Conservative Equity GIF - A
IA Clarington Canadian Conservative Equity GIF - B
IA Clarington Canadian Dividend Fund Series A
IA Clarington Canadian Mid Cap Dividend Fund A
IA Clarington Dividend Growth Class Series E6
IA Clarington Dividend Growth GIF - Guarantee A
IA Clarington Dividend Growth GIF - Guarantee B
IA Clarington Strategic Equity Income GIF A
IA Clarington Strategic Equity Income GIF B
IA Clarington Strategic Equity Income Class Ser A
IA Clarington Strategic Equity Income Fund A
IA Ecflx Canadian Equity (Leon Frazer)
IA Ecflx Strategic Equity Income
IA Ecoflex Dividend Growth
IA Ecoflex Dividends
IA Ecxtra Canadian Equity (Leon Frazer)
IA SRP Canadian Equity (Leon Frazer)
IA SRP Dividend Growth
IA SRP Fidelity Dividend
IA SRP Strategic Equity Income
Investors Canadian Equity Income Fund Series A
iShares Canadian Select Dividend Index ETF (XDV)
iShares Canadian Value Index ETF (XCV)
iShares Core S&P/TSX Equity Income Index ETF (XEI)
iShares S&P/TSX Can Divid Aristocr Idx ETF (CDZ)
JOV Leon Frazer Dividend Fund Class A
La Capitale Can Dividend Mng - AGF
Leith Wheeler Canadian Dividend Series B
LL Conservative Continuum
London Life Dividend Fund (LC)
London Life Dividend Fund (Mackenzie)
Louisbourg Canadian Dividend Fund
Mac Maxxum Dividend GIF Core Series A
Mac Maxxum Dividend GIF Intermediate Series A
Mackenzie All Cap Dividend Class Series A
Mackenzie Canadian All Cap Dividend Class A
Mackenzie Canadian All Cap Dividend Fund Inv Ser
Mackenzie Canadian Large Cap Dividend Class A
Mackenzie Canadian Large Cap Dividend Fund Ser A
Manulife Canadian Stock GIF Series 2
Manulife Canadian Stock GIFe Series 1
Manulife Canadian Stock GIFe Series 2
Manulife Dividend Income Class Advisor Series
Manulife Dividend Income Fund (closed) MLIA Cl A
Manulife Dividend Income Fund Advisor Series
Manulife Dividend Income GIF Series 1
Manulife Dividend Income Private Pool Adv Ser E3
Manulife Dividend Income Seg RESP
Manulife RetirementPlus Dividend Income
Manulife RetirementPlus Dividend Income Elite
Manulife RetirementPlus Dividend Income F
Manulife RetirementPlus TD Dividend Growth
Maple Leaf Income Class - Series A
Marquest Canadian Equity Income Fund (MIF.UN)
Marquest Flex Div and Inc Growth Series A/Regular
Marquest Monthly Pay Fund (Corporate Class) Ser A
Marquest Monthly Pay Fund Class A
Marquest S&P/TSX Cdn Dividend Aristocrats Fd (CC)A
Matco Canadian Equity Income
MD Dividend Growth Fund Series A
Meritas Monthly Dividend and Income Fund
Middlefield Canadian Dividend Growth Class Ser A
Montrusco Bolton Equity Income Fund
National Bank Dividend Basket Private Pool Ser O
National Bank High Dividend Fund Adv/DSC
NEI Northwest Canadian Dividend Corporate Class A
NEI Northwest Canadian Dividend Fund Series A
NexGen Canadian Dividend Registered Fund
NexGen Canadian Dividend Tax Managed Fund ROC
O'Leary Canadian Diversified Income Fd (ODI.UN)
O'Leary Canadian Dividend Fund Series A
Pathway Flex Div & Inc Gr Ser A Regular
PH&N Canadian Income Fund Series D
PH&N Dividend Income Fund Series D
PowerShares Canadian Dividend Index Class Series A
PowerShares Canadian Dividend Index ETF (PDC)
Professionals’ Canadian Dividend Fund
Quadrus Canadian Dividend Cl (London Capital) Quad
Quadrus Canadian Dividend Fd (London Capital) Quad
Quadrus Mackenzie Canadian Large Cp Dividend Fd Q
Quebec Professionals Dividend
RBC Canadian Dividend Class Series A
RBC Canadian Dividend Fund Series A
RBC Canadian Dividend GIF
RBC Canadian Equity Income Class Series A
RBC Canadian Equity Income Fund Series A
RBC PH&N Canadian Income GIF
RBC Private Canadian Dividend Pool Series F
RBC Private Canadian Growth & Income Equity Pool F
RBC Quant Canadian Dividend Leaders ETF (RCD)
Renaissance Canadian Dividend Fund Class A
Renaissance Millennium High Income Fund Class A
Roundtable Dividend & Income Fund Class B
Roundtable Enhanced Equity Fund Ltd. (USD) Cl C1
Russell Canadian Dividend Class Series B
Russell Canadian Dividend Pool Series B
Scotia Canadian Dividend Class A
Scotia Canadian Dividend Fund
Scotia Private Cdn Preferred Share Pool
Sentry Growth and Income Fund Series A
Standard Life Canadian Dividend Growth Class A-Ser
Standard Life Canadian Dividend Growth Fund A-Ser
Standard Life Dividend Income Class A-Series
Standard Life Dividend Income Fund A-Series
Standard Life Ideal Canadian Dividend Growth BEL
Standard Life Ideal Dividend Income Fund BEL
Standard Life SI Ideal Fidelity Dividend Fd 100
Stone & Co. Dividend Growth Class Canada A
STYLUS Value with Income Fund
Sun Life Dynamic Equity Income Class Series A
Sun Life Dynamic Equity Income Fund Series A
Sun Life MFS Dividend Income Class Series A
Sun Life MFS Dividend Income Fund Series D
SunWise Elite RBC Canadian Dividend (F)
SunWise Ess RBC Canadian Dividend Investment Class
TD Dividend Growth Class - Investor Series
TD Dividend Growth Fund - I
Terra Tundra Dividend Growth Fund Class A
Trimark Canadian Plus Dividend Class Series A
Vanguard FTSE Can High Dividend Yld Idx ETF (VDY)
VPI Canadian Equity Pool - Series A

Updated: Sep 30, 2014