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)
Canadian Short Term Fixed Income
Funds in the Canadian Short Term Fixed Income category must invest at least 90% of their fixed income holdings in fixed-income securities denominated in Canadian dollars with an average duration of less than 3.5 years. In addition, these funds must invest primarily in investment-grade fixed-income securities, such that the average credit quality of the portfolio as a whole is investment grade (BBB or equivalent rating or higher) and not more than 25% of the portfolio’s holdings are invested in high yield fixed income securities. For purposes of the category definition, up to 30% of a Fund’s assets may be held in Foreign Fixed Income products which will be treated as Canadian content provided that the currency exposure on those holdings is hedged into Canadian Dollars.
ACM Commercial Mortgage FundAcuity Short Term Income Class Series AAGF Dollar Cost Averaging Fund Mutual Fund SeriesAGF Short-Term Income Class C$ASTRA TreasuryBatirente TreasuryBissett Canadian Short Term Bond Fund Series ABMO GDN Mortgage & Short-Term Income Fund AdvBMO GDN Short-Term Income Class Advisor SeriesBMO Mortgage & Short-Term Income FundBMO Short Corporate Bond Index ETFBMO Short Federal Bond Index ETFBMO Short Provincial Bond Index ETFBMO Short-Term Income ClassCanada Life Government Bond Fund GensCI Signature Mortgage FundCI Signature Short-Term Bond FundCIBC Canadian Short Term Bond IndexCIBC Short-Term Income FundClarica SF CI Signature Mortgage FundClarica SF CI Signature Short-term Bond FundClaymore 1-5 Yr Laddrd Govt Bnd ETF CommCounsel Short Term Bond Series ACrystal Enhanced Mortgage FundDesjardins Short-Term Income FundDFS Desjardins Short-Term Income FundDynamic Dollar-Cost Averaging FundEducators Mortgage & Income FundFidelity Canadian Short Term Bond Fund Series AGWL Government Bond (G) NLHighstreet Canadian Short Term Bond FundHSBC Mortgage Fund Investor SeriesHSBC Mortgage Pooled FundIA Clarington Short-Term Bond Fund Series AIA Clarington Short-Term Income Class Series AInvestors Cornerstone I Portfolio CInvestors Cornerstone PortfolioInvestors Mortgage and Short Term Income FundInvestors Short Term Capital Yield Class AiShares DEX Short Term Bond Index FundJOV Bond Fund Class ALondon Life Government Bond Fund (GWLIM)London Life Mortgage Fund (LC)Mac Sentinel Short-Term Government Bond Fund AMac Sentinel Short-Term Income Fund Series AManulife Short Term Bond Fund Advisor SeriesMB Short Term Fixed Income FundMD Bond and Mortgage Fund Class AMFC Global Pooled Short-Term FundMiddlefield Short-Term Income ClassNational Bank Mortgage FundNational Bank Secure Diversified FundNational Bank Short Term Canadian Income FundNBT Canadian Short Term Bond Pooled FundNxT Short Term Income Fund C$PH&N Mortgage Pension Trust Sr OPH&N Short Term Bond & Mortgage Fund Series DPowerShares 1-5yr Laddered Corp Bond Index Fd ARBC Canadian Short-Term Income FundRBC Canadian Short-Term Income GIFRBC Private Short-Term Income Pool Series FRenaissance Short-Term Income FundScotia Mortgage Income FundSEI Short Term Bond Fund Class OSprott Short-Term Bond Fund Series ASunWise II CI Signature Short-Term Bond Fund 10/10TD Mortgage Fund - ITD Short Term Bond Fund - Investor SeriesTransamerica Canadian Short-Term Bond FundTrimark Government Plus Income FundUnited Short-Term Income Corporate Class AUnited Short-Term Income Pool Class WUpdated: Sep 01, 2010