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 (as of Jul 16, 2010)
High Yield Fixed Income
Funds in the High Yield Fixed Income category must invest primarily in fixed-income securities with a non-investment-grade credit rating, such that their average credit quality is below investment grade (Lower than BBB or equivalent) or in excess of 25% of the portfolio’s holdings are invested in high yield fixed income securities.
AGF Canadian High Yield Bond FundAGF Global High Yield Bond Fund C$Altamira High Yield Bond FundBMO GDN Global High Yield Bond Fund Advisor SerBMO GDN High Yield Bond FundBMO GDN U.S. High Yield Bond Fund Adv SeriesBMO Global High Yield Bond FundBMO High Yield US Corp Bond Hedged to CAD ETFBMO U.S. High Yield Bond FundBrandes Corporate Focus Bond Fund (Hedged)Brandes Corporate Focus Bond Fund Class A C$CDA Corporate Bond Fund Corporate Class (CI)Chou Bond FundCI Mutual Funds DDJ High Yield FundCI Signature Corporate Bond Corporate Class A C$CI Signature Corporate Bond Fund Class AClarica SF CI Signature Corporate Bond FundCriterion Canadian Convertible Bond Fund Sr ADynamic High Yield Bond Fund Series A C$Fidelity American High Yield Currency Neutral Fd AFidelity American High Yield Fund Series A C$Franklin High Income Fund Series A C$Franklin Strategic Income Fund Series A C$HSBC U.S. High Yield Bond Pooled FundIG Putnam U.S. High Yield Income Fund Series CInvestors Canadian High Yield Income FundiShares US High Yield Bond Index Fund (CAD-Hedge)Mac Sentinel Corporate Bond Fund Series AMac Sentinel Corporate Bond Segregated FundMac Sentinel North American Corp Bond Class Sr AC$Mac Sentinel Reg North American Corp Bond Fund AManulife Corporate Bond Fund Series AManulife GIF 1 Corporate BondManulife GIF MLIA A Trimark Advantage BondManulife Series R B Trimark Advantage BondManulife Series R class A Corporate BondManulife Series R class B Corporate BondManulife Trimark Advantage Bond GIFMLCAP Class A MLI Corporate BondMLIA Class A Corporate BondMLIA Class B Corporate BondMLIP Class A Corporate BondMLIP Class B Corporate BondNavina/Lazard U.S. High Yield Bond Class ANorrep Yield A SeriesNorrep Yield Fund Series ANorthwest Specialty Global High Yield Bond Fd SerANorthwest Specialty High Yield Bond Fund Series APender Corporate Bond APH&N High Yield Bond Fund Series DPinnacle High Yield Income Fund Class APowerShares High Yield Corporate Bond Index Fd ARBC Global Corporate Bond FundRBC Global High Yield Fund Advisor SeriesRBC Private Corporate Bond Pool series FRenaissance High-Yield Bond FundSEI U.S. High Yield Bond Fund - O ClassSentry Tactical Bond Capital Yield Class ASentry Tactical Bond Fund Series ASkylon Global Capital Yield TrustSkylon Global Capital Yield Trust IISkylon International Advantage Yield Trust Ser AStandard Life Corporate High Yield Bond A-SeriesStandard Life Corporate High Yield Bond Class AStandard Life Ideal Corporate High Yield Bond BELTD High Yield Income Fund - ITriax Diversified High-Yield TrustTrimark Advantage Bond FundTrimark Global High Yield Bond FundUpdated: Jul 02, 2010