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.

Print Categories in PDF Print Fund Categories
 
Print Flow Chart in PDF Print Category Flow Chart
 
Imprimer les Catégories en PDF Imprimer les Catégories de Fonds
 
Download Complete Fund List Download Complete Fund List (as of Aug 26, 2010)
 
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Miscellaneous - Other

Funds in this sub-category have a unique strategy that does not belong to any other category or any other Miscellaneous sub-category.

ABC Dirt-Cheap Stock Fund
ACM Debenture Fund One
ACM Mortgage Fund One
ACM Mortgage Fund Two
AIC Global Banks Premium Income Trust
Astra Commodity
Astra Lazard Global Infrastructure
BGI CoreActive Bond
Caldwell Growth Opportunities Trust
Caldwell ICM Market Strategy Trust
Caldwell Institutional Equity Pool
CGOV Enhanced Yield Fund
Claymore ADV High Yield Bond ETF
Claymore Canadian Financial Mnth Inc ETF
Claymore Global Balanced Growth ETF
Claymore Global Balanced Income ETF
Claymore Global Yield Hog
Copernican International Financial Split Corp.
DFS Desjardins Completion Investments Fund
Faircourt Gold Income Corp
Faircourt Income & Growth Split Trust
Faircourt Split Trust
Fiera Diversified
First Asset - Preferred Share Investment Trust
First Asset Canadian Convertible Debenture Fund
First Asset CanBanc Split Corp Class A Shares
First Asset Diversified Convertible Debenture Fund
First Asset Pipes & Power Income Fund
First Asset PowerGen Fund
First Asset REIT Income Fund
First Trust/Highland Capital Floating Rate Inc II
Front Street Small Cap Fund Series A (LL)
Front Street Strategic Yield Opportunities Fd Ltd
Global 45 Split Corp Class A
Global 45 Split Corp Pfd Shares
Global Agribusiness Trust
Global Credit Pref Corp
GlobalBanc Advantaged 8 Split Corp - Capital
GlobalBanc Advantaged 8 Split Corp - Preferred
High Income Preferred Shares Corporation Series 1
High Income Preferred Shares Corporation Series II
Investors Mergers & Acquisitions Class
Investors Mergers & Acquisitions Fund
iShares Alternatives Completion Portfolio Builder
iShares Global Completion Portfolio Builder Fund
Kyoto Planet
MGS Advantage
MLI Daily High Interest Fund
NB Split Corp. - Preferred Shares
NB Split Corp.- Capital Units
O'Leary Founder's Series Income & Growth Fund
O'Leary Global Infrastructure Fund
Oakstreet Income
Pathfinder Convertible Debenture Fund
ROI High Yield Private Placement Fund Series A
ROI Institutional Private Placement Fund Series A
ROI Private Placement Fund Series A
ROI Strategic Private Placement Fund Series A
Sentry Select Global Index Income Trust
Signature Diversified Value Trust
Split REIT Opportunity Trust
Split REIT Opportunity Trust Preferred
Stone Agribusiness Fund
Third Canadian General Investment Trust Ltd.
Utility Split Trust - Capital Units
Utility Split Trust - Preferred Securities

Updated: Sep 01, 2010