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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2020 Target Date Portfolio

These are target-date funds that mature in 2020 or earlier and after 2015.

BMO GDN LifeStage 2017 Class Advisor Series
BMO GDN LifeStage 2020 Class Advisor Series
BMO GDN LifeStage Plus 2017 Fund Advisor Series
BMO GDN LifeStage Plus 2020 Fund Advisor Series
BMO LifeStage Plus 2017 Fund
BMO LifeStage Plus 2020 Fund
Common Sense Asset Builder Fund II
DynamicEdge 2020 Class Portfolio Series A C$
DynamicEdge 2020 Portfolio Series A C$
Fidelity ClearPath 2020 Portfolio Series A
Fidelity Income Replacement 2017 Portfolio Ser A
Fidelity Income Replacement 2019 Portfolio Ser A
IA Clarington Target Click 2020 Fund Series A
London Life 2020 Profile Fund 5.16L
Mac Destination+ 2017 Fund Series A
Mac Destination+ 2020 Fund Series A
Manulife Retirement Date 2020 Fund
McLean Budden LifePlan ® 2020 Fund Class A
McLean Budden LifePlan ® 2020 Fund Class VMD
RBC Target 2020 Education Fund
Scotia Vision Aggressive 2020 Portfolio
Scotia Vision Conservative 2020 Portfolio
TLC FuturePoint 2020 GIF

Updated: Sep 01, 2010