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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Science & Technology Equity

Funds in the Science & Technology Equity category must invest at least 90% of their equity holdings in the securities of companies in any combination of the following sectors according to S&P Global Industry Classification Standard (GICS): Health Care, Information Technology, Telecommunications, and any other technology related sub-industries not categorized under these sectors. This excludes any funds that meet the definition for the Health Care category.

Altamira Science and Technology Fund
Artisan New Economy Portfolio
Assumption/FDI Focus Technology A
BMO GDN Global Technology Class Advisor Series
BMO GDN Global Technology Fund
BMO Global Science & Technology Fund
CI Global Science & Technology Corporate Cl A C$
CIBC Global Technology Fund
Clarica SF CI Global Science & Technology Fund
Fidelity Global Technology Class Series A
Fidelity Global Technology Fund Series A C$
Fidelity Global Telecommunications Class Series A
Fidelity Global Telecommunications Fund Ser A C$
GWL Science & Technology (G) NL
Investors Global Science & Technology Class
Investors Global Science & Technology Fund
iShares S&P/TSX Capped Information Tech Index Fund
London Life Science & Technology (G)
Mac Universal Technology Cl Series A
Northwest Specialty Innovations Corporate Class A
Northwest Specialty Innovations Fund Series A
RBC Global Technology Fund
RBC Life Science and Technology Fund
Renaissance Global Science & Technology Fund A C$
TD Science & Technology Fund - I
TD Science & Technology GIF II
Trans GROWSafe3 Can-US 21st Cent. Index GIF 75/100
Trans IMS Can-Daq 100 Fund
Trans IMS Information Technology Fund

Updated: Sep 01, 2010