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 Aug 26, 2010)
North American Equity
Funds in the North American Equity Category must invest at least 90% of their equity holdings in securities domiciled in Canada and/or the United States but less than 50% of their equity holdings in securities domiciled in Canada. This category excludes any fund that meets the requirements of the U.S. Equity and U.S. Small/Mid Cap Equity categories.
ABC North American Deep-Value FundBatirente North American Small Cap Equity FundBissett U.S. Focus Corporate Class ABissett U.S. Focus Fund Series O C$BMO GDN North American Dividend Fund Advisor SerBMO North American Dividend FundFonds de Croissance SelectGBC North American Growth Fund Inc.GWL North American Opportunity (M) NLGWL Smaller Company (M) NLImperial Growth North American Equity FundInvestors North American Equity ClassInvestors North American Equity FundLondon Life North American Opportunity Fund (Mac)London Life Smaller Company Fund (Mackenzie)Mac Cundill American Class Series AMac Ivy Enterprise Class Series AMac Ivy Enterprise Fund Series AMac Ivy Enterprise Segregated FundMac Universal North American Growth Cl Sr AMac Unv North American Growth Class Seg FundNexGen Canadian Diversified Income Registered FundNexGen Canadian Diversified Income TM ROCPalos Rendez-vous FundRBC North American Dividend FundRBC North American Dividend GIFRenaissance U.S. Equity Growth FundSEAMARK North American Eq - ATD North American Dividend Fund - ITrimark North American Endeavour Class Series AVertex Growth Fund Class BVertex Value Fund Class BUpdated: Sep 01, 2010