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 Categories in PDF Print Fund Categories
 
Print Flow Chart in PDF Print Category Flow Chart
 
Imprimer les Catégories en PDF Imprimer les Catégories de Fonds
 
Download Complete Fund List Download Complete Fund List (as of Aug 26, 2010)
 
Select a category:

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 at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P/TSX Equity Index. The fund’s average capitalization must exceed the Canadian and Canadian Focused small/mid cap threshold.

Acuity Dividend Fund Class A
Acuity Growth & Income Fund Class A
Acuity Pooled Dividend Fund
Acuity Pooled Growth & Income Fund
AEGON Fund Mgmt imaxx Canadian Dividend Fund
AGF Dividend Income Fund
Assumption/AGF Dividend Income A
Beutel Goodman Canadian Dividend Fund
Bissett Canadian Dividend Fund Series A
BMO Dividend Class
BMO Dividend Fund
BMO GDN Dividend Class Advisor Series
BMO GDN Dividend Growth Fund
BMO Harris Canadian Income Equity 34
C.F.G. Heward Canadian Dividend Growth Fund
Caldwell High Income Equity Fund
Canada Life Dividend Fund Gens
Canada Life Enhanced Dividend Fund (Laketon) S5039
CI Signature Dividend Corporate Class A C$
CI Signature Dividend Fund Class A
CI Signature Dividend GIF
CI Signature Dividend GIF 75/100
CIBC Dividend Growth Fund
Clarica MVP Dividend Fund
Claymore Dividend & Income Achievers ETF
Claymore S&P/TSX CDN Preferred Share ETF
Counsel Canadian Dividend Series A
Desjardins Dividend Growth Fund Class-A
DFS GIF - Canadian Dividend - Fiera Series 1
Dynamic Dividend Fund
Educators Dividend Fund
Empire Dividend Growth Fund - A
Ethical Canadian Dividend Fund Class A
FÉRIQUE Dividend Fund
Fidelity Dividend Class Series A
Fidelity Dividend Fund Series A
First Asset Canadian Dividend Opportunity Fund
GWL Dividend Fund (G) NL
GWL Dividend Fund (M) NL
Hartford Canadian Dividend B
Hartford Canadian Dividend D
Hartford Canadian Dividend Growth D
Horizons AlphaPro Dividend ETF
HSBC Canadian Dividend Income Pooled
HSBC Dividend Income Fund Investor Series
IA Canadian Equity (PH&N)
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 Dividend Growth Class Series T6
IA Clarington Dividend Growth Fund Series T6
IA Clarington Dividend Growth GIF - Guarantee A
IA Clarington Dividend Growth GIF - Guarantee B
IA Clarington Dividend Income Fund Series T4
IA Clarington Dividend Income GIF - Guarantee A
IA Clarington Dividend Income GIF - Guarantee B
IA Ecflx Canadian Equity (Leon Frazer)
IA Ecoflex Dividends
IA Ecoflex Dividend Growth
IA Ecoflex Dividend Income
IA Ultraflex R-M Dividend Income
IG/GWL Dividend GIF 75/75 A
imaxx Canadian Dividend GIF 75/100
Investors Canadian Dividend Growth Fund
iShares Dow Jones Canada Select Value Index Fund
iSharesDow Jones Canada Select Dividend Index Fund
JOV Leon Frazer Dividend Fund Class A
JOV Leon Frazer Preferred Equity Fund Class A
La Capitale Can Dividend Mng - AGF
London Life Dividend Fund (LC)
London Life Dividend Fund (Mackenzie)
Mac Maxxum All-Canadian Dividend Class Ser A
Mac Maxxum Dividend Class Series A
Mac Maxxum Dividend Fund Series A
Mac Maxxum Dividend GIF Core Series A
Mac Maxxum Dividend GIF Intermediate Series A
Manulife Dividend Fund Series A
Manulife Dividend Income Fund
Manulife GIF MLIA A Dividend Income (closed)
Manulife GIF Series I Dividend
Manulife Preferred Income Fund
Manulife Series R A Canadian Dividend
Matrix Tax Deferred Income Fund
McLean Budden High Income Equity Fund Class D
MD Income & Growth Fund Class A
MLIA Class B Dividend
NexGen Canadian Dividend & Income Registered
NexGen Canadian Dividend & Income TM ROC
NexGen Canadian Large Cap Registered Fund
NexGen Canadian Large Cap Tax Managed ROC
Northwest Canadian Dividend Corporate Class A
Northwest Canadian Dividend Fund Series A
Omega High Dividend Fund-ALSC
Omega Preferred Equity Fund - ALSC
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 A
PowerShares Canadian Preferred Share Index Cl A
Professionals' Dividend Fund
QFM Structured Yield Fund Series A
Quadrus London Capital Canadian Dividend Fund
Quadrus Mackenzie Maxxum Dividend Fund
Quebec Professionals Dividend
RBC Canadian Dividend Fund Series A
RBC Canadian Dividend GIF
RBC Private Canadian Dividend Pool Series F
Renaissance Canadian Dividend Fund
Renaissance Millennium High Income Fund
Russell Canadian Dividend Class Series B C$
Russell Canadian Dividend Pool Series B C$
Sceptre High Income Fund Class A
Scotia Canadian Dividend Fund
Scotia Canadian Dividend Income Fund
SEAMARK Dividend & Income - A
Sentry Growth & Income Fund A
Signature Dividend Legacy Segregated Fund I
Signature Dividend Legacy Segregated Fund II
Standard Life Canadian Dividend Growth A-Series
Standard Life Canadian Dividend Growth Class A
Standard Life Dividend Income A-Series
Standard Life Ideal Canadian Dividend Growth BEL
Standard Life Ideal Dividend Income Fund BEL
Stone & Co. Dividend Growth Class Canada A
STYLUS Value with Income Fund
SunWise Elite CI Signature Dividend Fund (Full)
SunWise Elite RBC Canadian Dividend (F)
SunWise I CI Dividend Fund 100%
SunWise II CI Dividend Fund (Full)
SunWise II CI Signature Dividend Fund (Full)
TD Dividend Growth Fund - I
VPI Cardinal Canadian Equity Pool Series A

Updated: Sep 01, 2010