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2010 Category Changes Announcement. more news

 

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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Global Neutral Balanced

Funds in the Global Neutral Balanced category must invest less than 70% of total assets in a combination of equity securities domiciled in Canada and Canadian dollar-denominated fixed income securities. In addition, they must invest greater than or equal to 40% but less than or equal to 60% of their total assets in equity securities.

AEGON Fund Mgmt imaxx TOP Balanced Portfolio
AEGON Fund Mgmt imaxx TOP Conservative Portfolio
AGF Elements Balanced Portfolio Class MF Series
AGF Elements Balanced Portfolio Mutual Fund Series
Alto Moderate Conservative Portfolio Series A
Artisan Conservative Portfolio
Artisan Most Conservative Portfolio
Assumption/CI Signature High Income A
Astra CORMEL Balanced
AXA FT Quotential Balanced Growth A GIF
Batirente Diversified Provident
BMO Balanced ETF Portfolio
BMO FundSelect Balanced Portfolio
BMO GDN Balanced ETF Portfolio Advisor Series
BMO GDN Balanced Solution
BMO GDN SelectClass Balanced Portfolio Advisor Sr
BMO MatchMaker Strat Balanced Portfolio
BMO SelectClass Balanced Portfolio
C.F.G. Heward Fund
CAN Core Moderate Growth Plus 75/75
CAN Fid Moderate Growth Plus 75/75
CAN FT Moderate Growth 75/75
CAN Mac Balanced 75/75
CAN Mac Moderate Growth 75/75
CDA Income and Growth Fund Corporate Class (CI)
CDA Income Plus Portfolio (CI)
CDA Moderate Index Portfolio (BGI)
CI Conservative Portfolio GIF
CI Signature Diversified Yield
CI Signature Diversified Yield Class A
CI Signature Diversified Yield Corporate Cl A C$
CI Signature Global Income & Growth Corp Cl A C$
CI Signature Global Income & Growth Fund
CI Signature High Income B Segregated I Fund
CI Signature High Income B Segregated II Fund
CI Signature High Income Corporate Class A C$
CI Signature High Income Fund Class A
CI Signature High Income Fund GIF
CI Signature High Income Fund GIF 75/100
CI Signature High Income Segregated Fund I
CI Signature Income & Growth Corporate Class A C$
CI Signature Income & Growth Fund Class A
CIBC APRS Balanced Growth Non-RSP Portfolio
CIBC APRS Balanced Non-RSP Portfolio
CIBC APRS Balanced RSP Portfolio
CIBC Global Monthly Income Fund
CIBC IPRS Balanced Growth Non-RSP Portfolio
CIBC IPRS Balanced Growth RSP Portfolio
CIBC IPRS Balanced Non-RSP Portfolio
CIBC IPRS Balanced RSP Portfolio
CIBC Managed Balanced Portfolio Class A
CIBC Pooled Global Balanced Fund
CIBC PRS Balanced Growth Non-RSP Portfolio
CIBC PRS Balanced Non-RSP Portfolio
CIBC PRS Balanced RSP Portfolio
CIBC U.S. Dollar Managed Balanced Portfolio
Clarica SF Portfolio Series Conservative Balanced
Clarica SF Portfolio Series Conservative Fund
Compass Balanced Portfolio
Connor, Clark & Lunn Balanced Portfolio
Convertible & Yield Advantage Trust
Counsel Balanced Portfolio Series A
Counsel Conservative Portfolio Series A
DFS GIF - Balanced Growth - McLean Budden Series 3
DFS GIF - Balanced Growth - Quotential Series 3
DFS GIF - Balanced Income - Quotential Series 3
DFS GIF - Global Balanced - Jarislowsky Series 3
DFS McLean Budden Balanced Growth Fund
DMP Value Balanced Class
Dynamic Global Value Balanced Fund Series A C$
Dynamic Power Global Balanced Class Series A C$
Dynamic Strategic Growth Portfolio
Dynamic Strategic Yield Class Series A
Dynamic Strategic Yield Fund Series A
Dynamic Value Balanced Class Series A
Dynamic Value Balanced Fund Series A
DynamicEdge Balanced Class Portfolio A C$
DynamicEdge Balanced Growth Class Portfolio A C$
DynamicEdge Balanced Growth Portfolio A C$
DynamicEdge Balanced Portfolio A C$
Empire Balanced Portfolio Fund - A
Empire Moderate Growth Portfolio Fund - A
Equitable Life Quotential Balanced Growth Port
Equitable Life Quotential Balanced Income Port
Ethical Select Global Balanced Portfolio Class A
Fidelity Balanced Class Portfolio Series A C$
Fidelity Balanced Currency Neutral Private Pool B
Fidelity Balanced Income Currency Neutral Pvt P B
Fidelity Balanced Income Private Pool Series B
Fidelity Balanced Portfolio Series A C$
Fidelity Balanced Private Pool Series B
Fidelity Global Monthly Income Fund Series A C$
Franklin Templeton Global Blend Corporate Cl A C$
Franklin Templeton Global Blend Fund Series A C$
GWL Core Moderate Growth Plus 75/75
GWL FT Moderate Growth 75/75
GWL Mac Balanced 75/75
GWL Mac Moderate Growth 75/75
GWL Pyramis Moderate Growth 75/75
Harmony Balanced & Income Portfolio
Harmony Balanced Growth Portfolio
Harmony Balanced Growth Portfolio Class (Wrap)
Harmony Balanced Portfolio
Hartford Balanced Portfolio A
IA Balanced (PH&N)
IA Clarington Global Tactical Income Class Sr A
IA Clarington Global Tactical Income Fund Sr T8 C$
IA Diversified (McLean Budden)
IA Ecoflex Global Diversified (Catapult)
IG/GWL Alto Moderate Conservative Portfolio
imaxx TOP Balanced GIP 75/75
imaxx TOP Conservative GIP 75/75
ING DIRECT Streetwise Balanced Fund
Integra Balanced Fund
Invesco Global Balanced Fund Series A C$
Invesco Intactive Balanced Income Portfolio
iShares Growth Core Portfolio Builder Fund
Keystone Balanced Growth & Income
Keystone Balanced Portfolio Fund
Keystone Balanced Portfolio Segregated Fund
Keystone Conservative Income & Growth
Keystone Conservative Portfolio Fund
Keystone Conservative Portfolio Segregated Fund
Keystone Investment Balanced Income & Growth
Keystone Investment Conservative Income & Growth
Keystone Long-Term Growth
La Capitale Balanced Ind Acct - AGF
La Capitale Moderate Ind Acct - AGF
Legg Mason Diversifund Institutional Series
Lincluden Balanced Fund Series O
LON Core Moderate Growth Plus 75/75
LON FT Moderate Growth 75/75
LON Mac Balanced 75/75
LON Mac Moderate Growth 75/75
LON Pyramis Moderate Growth 75/75
London Life Balanced Profile Fund
Mac Cundill Canadian Balanced Fund Series C
Mac Cundill Canadian Balanced GIF Core Ser A C$
Mac Cundill Canadian Balanced GIF Enhanced A C$
Mac Cundill Canadian Balanced GIF Inter Ser A C$
Mac Cundill Canadian Balanced Segregated Fund
Mac Founders Income & Growth Fund Series T5 C$
Mac Founders Income & Growth GIF Core Sr A C$
Mac Founders Income & Growth GIF Enhanced Sr A C$
Mac Founders Income & Growth GIF Intermed A C$
Mac Sentinel Reg Strategic Income Fund Series A
Mac STAR Balanced Growth & Income
Mac STAR Canadian Balanced Growth & Income
Mac STAR Canadian Long-Term Growth
Mac STAR Conservative Income & Growth
Mac STAR Foreign Balanced Growth & Income
Mac STAR Investment Balanced Growth & Income
Mac STAR Investment Conservative Income & Growth
Mac STAR Investment Long-Term Growth
Mac STAR Long-Term Growth
Mac Symmetry One Balanced Portfolio Series A
Mac Symmetry One Registered Balanced Port Series A
Manulife GIF 1 CI Signature Income & Growth
Manulife GIF Select Dynamic Value Balanced
Manulife GIF Select E Global Monthly Income
Manulife GIF Select E Global Monthly Income EstP
Manulife GIF Select E Simplicity Global Bal Pt
Manulife GIF Select E Simplicity Global Bal Pt E+
Manulife GIF Select Global Monthly Income
Manulife GIF Select Global Monthly Income EstP
Manulife GIF Select Simplicity Balanced Port
Manulife GIF Select Simplicity Global Bal Pt
Manulife GIF Select Simplicity Global Bal Pt E+
Manulife GIF Select Simplicity Income Port
Manulife Global Monthly Income Fund Series A
Manulife Leaders Balanced Growth Portfolio A
Manulife Simplicity Balanced Port GIF Series 2
Manulife Simplicity Balanced Portfolio GIF
Manulife Simplicity Balanced Portfolio GIF encore
Manulife Simplicity Balanced Portfolio GIFe S2
Manulife Simplicity Balanced Portfolio Series A
Manulife Simplicity Global Balanced Portfolio A
Manulife Simplicity Income Portfolio GIF
Manulife Simplicity Income Portfolio GIF e Ser 2
Manulife Simplicity Income Portfolio GIF Series 2
Manulife Simplicity Income Portfolio GIFe
Manulife Simplicity Income Portfolio Series A
Maritime Life Balanced Pooled Fund
Marquis Balanced Growth Portfolio Series A
Marquis Balanced Portfolio Series A
Marquis Institutional Balanced Portfolio A
Mawer Canadian Balanced Retirement Savings Cl A
MB Balanced Fund - Pooled
MB Balanced Growth Fund - Pooled
MB Balanced Growth Pension Fund
MB Balanced Plus Fund Pooled
MB Balanced Value Fund - Pooled
MB Select Balanced Fund - Pooled
McLean Budden Balanced Growth Fund Class D
McLean Budden Balanced Value Fund Class D
MD Moderate Balanced Portfolio
MGS Global Monthly Income
MGS Global Monthly Income FE2
MGS Simplicity Balanced Portfolio
MGS Simplicity Balanced Portfolio Elite
MGS Simplicity Global Balanced Portfolio
MGS Simplicity Global Balanced Portfolio Elite
MGS Simplicity Income Portfolio
MGS Simplicity Income Portfolio Elite
ML Ser R Class A Simplicity Balanced
ML Ser R Class A Simplicity Balanced
ML Ser R Class B Simplicity Balanced
ML Ser R Class B Simplicity Income
ML Ser R Class B Simplicity Income
MLCAP Class A Global Monthly Income
MLCAP Class A Simplicity Balanced
MLCAP Class A Simplicity Global Balanced
MLCAP Class A Simplicity Income
MLCAP Class B Global Monthly Income
MLCAP Class B Simplicity Global Balanced
MLI Global Monthly Income GIF
MLI Global Monthly Income GIF 2
MLI Global Monthly Income GIFe
MLI Global Monthly Income GIFe S2
MLI Simplicity Global Balanced GIF
MLI Simplicity Global Balanced GIF2
MLI Simplicity Global Balanced GIFe
MLI Simplicity Global Balanced GIFe2
MLIA Class A Global Monthly Income
MLIA Class A Simplicity Balanced
MLIA Class A Simplicity Global Balanced
MLIA Class B Global Monthly Income
MLIA Class B Simplicity Balanced
MLIA Class B Simplicity Global Balanced
MLIA Class B Simplicity Income
MLIP Class A Global Monthly Income
MLIP Class A Simplicity Balanced
MLIP Class A Simplicity Global Balanced
MLIP Class A Simplicity Income
MLIP Class B Global Monthly Income
MLIP Class B Simplicity Balanced
MLIP Class B Simplicity Global Balanced
MLIP Class B Simplicity Income
National Bank Balanced Diversified Fund
National Bank Protected Retirement Balanced Fund
Northwest Select Global Balanced Portfolio Ser A
NxT EQ60 Balanced Fund C$
O'Leary Global Income Opportunities Fund
O'Leary Global Income Opportunities Fund (diluted)
Pinnacle Balanced Growth Portfolio
Pinnacle Balanced Income Portfolio
Portfolio Series Conservative Balanced Fund Cl A
Portfolio Series Conservative Fund Class A
PRO SSQ Balanced fundamental GIF Portfolio
Professionals' Balanced Growth Fund
QFM World Balanced Fund Series A
Quadrus Balanced Folio Fund
Quotential Balanced Growth Corp Class Port Ser A
Quotential Balanced Growth Portfolio Series A
Quotential Balanced Income Corp Class Port Ser A
Quotential Balanced Income Portfolio Series A
Quotential Global Balanced Corp Class Port A C$
Quotential Global Balanced Portfolio Series A C$
RBC Balanced GIP Series I
RBC Balanced Growth Fund Series A
RBC Balanced Growth GIF
RBC DS Balanced Global GIP Series 1
RBC DS Balanced Global Portfolio
RBC DS Growth Global GIP Series 1
RBC Select Balanced Portfolio
RBC Select Choices Balanced Portfolio
RBC Select Conservative Portfolio
Russell Diversified Monthly Income Class Port B C$
Russell Diversified Monthly Income Port Ser I-7
Russell LifePoints Balanced Class Portfolio B
Russell LifePoints Balanced Growth Cl Portfolio B
Russell LifePoints Balanced Growth Portfolio Cl B
Russell LifePoints Balanced Portfolio Class B
Scotia Global Balanced Fund
Scotia INNOVA Balanced Growth Portfolio Class A
Scotia Partners Balanced Income & Growth Portfolio
Scotia Selected Balanced Income & Growth Portfolio
SEI Balanced 60/40 Fund Class - O
Select 50i50e Managed Portfolio Corporate Class A
Select 60i40e Managed Portfolio Corporate Class A
Signature High Income Segregated Fund II
Skylon All Asset Trust
Skylon Yield Advantage Income Trust
SocieTerra Growth Portfolio
Standard Life Global Monthly Income A-Series
Standard Life Ideal Global Monthly Income Fd BEL
Standard Life SI Ideal FT Quotential Bal Gr Pf 100
Standard Life SI Ideal FT Quotential Bal Inc P 100
Standard Life SI Ideal FT Quotential Glo Bal P 100
Standard Life SI Ideal Global Monthly Income 100
Standard Life SI Ideal Global Monthly Income 75
Standard Life SI Ideal LifePoints Bal Growth P 100
Standard Life SI Ideal LifePoints Bal Pf 100
Standard Life SI Ideal Russell Diver Mth Inc P 100
Standard Life SI Ideal Select Growth Portfolio 100
Standard Life SI Ideal Templeton Global Income 100
SunWise Elite CI Signature Glo Inc & Gro 100/100
SunWise Elite CI Signature High Income Fund (F)
SunWise Elite CI Signature Income & Growth (F)
SunWise Elite Mac Cundill Canadian Balanced (F)
SunWise Elite Manulife Glo Monthly Income 100/100
SunWise Elite Plus CI Signature Glo Inc&Gro100/100
SunWise Elite Plus Manulife Glo Monthly Inc100/100
SunWise Elite Portfolio Series Conserv Bal 100/100
SunWise Elite Portfolio Series Conservative100/100
SunWise I Mac Cundill Canadian Balanced 100%
SunWise I Portfolio Series Conservative 100/100
SunWise II CI Signature High Income Fund (Full)
SunWise II CI Signature Income & Growth Fund (F)
SunWise II Mac Cundill Canadian Balanced (Full)
SunWise II Portfolio Ser Conservative Bal 100/100
SunWise II Portfolio Series Conservative 100/100
TD Advantage Balanced Portfolio - I
TD Advantage Balanced Growth Portfolio I
TD Comfort Balanced Growth Portfolio I
TD Comfort Balanced Portfolio I
TD FundSmart Mgd Balanced Growth Portfolio - I
TD FundSmart Mgd Income & Moderate Growth Port - I
TD Gtd Mgd Balanced Growth Non Registered
TD Gtd Mgd Income & Moderate Growth
TD Managed Balanced Growth GIP II
TD Managed Income & Moderate Growth GIP II
TD Mgd Balance Growth GIF II - Class A
TD Mgd Balanced Growth Portfolio - I
TD Mgd Income & Moderate Growth Portfolio - I
TD Mgd Index Balanced Growth Port - I
TD Mgd Index Income & Mod Growth Port - I
Templeton Global Income Fund Series A C$
Titan Balanced Portfolio Series A
TLC AGF Elements Conservative GIF
TLC Balanced Asset Allocation GIF
TLC Conservative Asset Allocation GIF
TLC Fidelity NorthStar Balanced GIP
TLC Quotential Balanced Growth GIF
TLC Quotential Balanced Income GIF
TLC Quotential Global Balanced GIF
TLC TOP Balanced GIP
TLC TOP Conservative GIP
Trans AGF Elements Balanced 5FL GIF
Trans Balanced Asset Allocation 5FL GIF
Trans Conservative Asset Allocation 5FL GIF
Trans Fidelity NorthStar Balanced 5FL GIP
Trans GROWSafe International Balanced
Trans IMS American Asset Allocation Fund
Trans Quotential Balanced Growth 5FL GIF
Trans Quotential Balanced Income 5FL GIF
Trans TOP Balanced 5FL GIP
Trans TOP Balanced Portfolio 100/100
Trans TOP Conservative 5FL GIF
Transamerica TOP Balanced GIP
United - Institutional Managed Portfolio i40e60 F
United - Institutional Managed Portfolio i50e50 F
United Enhanced Income Corporate Class A
United Enhanced Income Pool Class W

Updated: Sep 01, 2010