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.
Emerging Markets Equity
Funds in the Emerging Markets Equity category must invest at least 90% of their equity holdings in a broadly based portfolio of securities from emerging markets countries. Funds with a consistently narrow focus on a single country, group of countries or single region within the emerging markets will be excluded from the category.
AGF Emerging Markets Class C$AGF Emerging Markets Fund C$BMO Emerging Markets Equity Index ETFBMO Emerging Markets FundBMO GDN Emerging Markets Class Advisor SeriesBMO GDN Emerging Markets Fund Advisor SeriesBMO Harris Emerging Markets Equity Portfolio 46Brandes Emerging Markets Equity FundCI Emerging Markets Corporate Class A C$CI Emerging Markets Fund Class A C$CIBC Emerging Markets FundCIBC Emerging Markets Index FundClarica SF CI Emerging Markets FundClaymore BRIC ETFDesjardins Emerging Markets FundDFS DGAM Emerging Market FundDynamic Emerging Markets Class Series A C$Excel BRIC FundExcel India TrustFidelity Emerging Markets Class Series A C$Fidelity Emerging Markets Fund Series A C$GFM Emerging Markets Country FundGWL Emerging Markets Fund (M) NLHSBC BRIC Equity Fund Investor Series C$HSBC Emerging Markets Fund Investor SeriesIA Ecflx Emerging Markets (Mac Cundill)IG Mackenzie Universal Emerging Markets ClassiProfile Emerging Markets PooliShares MSCI Emerging Markets Index FundMac Cundill Emerging Mkts Value Class Ser A C$Mac Universal Emerging Markets Class Series A C$Manulife Emerging Markets Fund Series ANBT Emerging Markets Pooled FundO'Leary Bric-Plus Income & Growth FundOmega Emerging Markets FundPIE Emerging Markets Equity Class E-1 Series APowerShares FTSE RAFI Emerging Markets FundamentalPowerShares FTSE RAFI Emerging Mkts Fundamental ClPro FTSE RAFI Emerging Markets IndexPRO SSQ Emerging Markets Fundamental Equity GIFProfessionals' Emerging Markets Equity FundQuadrus Mackenzie Universal Emerging Markets ClassRBC Emerging Markets Fund Series ARenaissance Emerging Markets FundRussell Emerging Markets Equity Class Series B C$Russell Emerging Markets Equity Pool Series A C$SEI Emerging Markets Equity Fund Class OTD Emerging Markets Fund - ITempleton BRIC Corporate Class Series A C$Templeton Emerging Markets Corporate Class A C$Templeton Emerging Markets Fund Series A C$Trans IMS Can-Emerge FundUnited Emerging Markets Equity Corporate Class AUnited Emerging Markets Pool Class WWellington Mgmt Emerging Markets Eqty-PFUpdated: Sep 01, 2010