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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2015 Target Date Portfolio

These are target-date funds that mature in mature in 2015 or earlier and after 2010.

BMO LifeStage Plus 2015 Fund
Fidelity ClearPath 2015 Portfolio Series A
IA Clarington Target Click 2015 Fund Series A
Integra Strategic Allocation Fund Lifecycle #2
London Life 2015 Profile Fund 5.15L
Mac Destination+ 2015 Fund Series A
Manulife Retirement Date 2015 Fund
RBC Target 2015 Education Fund
Scotia Vision Aggressive 2015 Portfolio
Scotia Vision Conservative 2015 Portfolio

Updated: Sep 01, 2010