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.
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 FundArtisan New Economy PortfolioAssumption/FDI Focus Technology ABMO GDN Global Technology Class Advisor SeriesBMO GDN Global Technology FundBMO Global Science & Technology FundCI Global Science & Technology Corporate Cl A C$CIBC Global Technology FundClarica SF CI Global Science & Technology FundFidelity Global Technology Class Series AFidelity Global Technology Fund Series A C$Fidelity Global Telecommunications Class Series AFidelity Global Telecommunications Fund Ser A C$GWL Science & Technology (G) NLInvestors Global Science & Technology ClassInvestors Global Science & Technology FundiShares S&P/TSX Capped Information Tech Index FundLondon Life Science & Technology (G)Mac Universal Technology Cl Series ANorthwest Specialty Innovations Corporate Class ANorthwest Specialty Innovations Fund Series ARBC Global Technology FundRBC Life Science and Technology FundRenaissance Global Science & Technology Fund A C$TD Science & Technology Fund - ITD Science & Technology GIF IITrans GROWSafe3 Can-US 21st Cent. Index GIF 75/100Trans IMS Can-Daq 100 FundTrans IMS Information Technology FundUpdated: Sep 01, 2010