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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Precious Metals Equity

Funds in the Precious Metals Equity category must invest at least 90% of their equity holdings in the securities of companies in the Gold and Precious Metals & Minerals sub-industries according to S&P Global Industry Classification Standard (GICS).

AGF Precious Metals Fund
Altamira Precious & Strategic Metal A/DSC
BMO GDN Precious Metals Fund Advisor Series
BMO Junior Gold Index ETF
BMO Precious Metals Fund
CIBC Precious Metals Fund
Claymore S&P/TSX Global Mining ETF
CMP Gold Trust
Dynamic Precious Metals Fund
HBP COMEX Gold ETF
HBP COMEX Silver ETF
IG Mac Global Precious Metals Class A
iShares S&P/TSX Global Gold Index Fund
London Life Precious Metals Fund (Mackenzie)
Mac Universal Precious Metals Fund Series A C$
Mac Universal World Precious Metals Cl Series A C$
Middlefield Precious Metals Class
PowerShares Global Gold and Precious Metals Cl A
Quadrus Mackenzie Unv Precious Metals Fund
RBC Global Precious Metals Fund
Sentry Mining Opportunities Class Series A
Sentry Precious Metals Growth Class Ser A
Sentry Precious Metals Growth Fund A
Sentry Select Precious Metals and Mining Trust
Sprott Gold and Precious Minerals Fund Series A
TD Precious Metals Fund - I

Updated: Sep 01, 2010