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 after 2020.

BMO GDN LifeStage 2025 Class Advisor Series
BMO GDN LifeStage 2030 Class Advisor Series
BMO GDN LifeStage 2035 Class Advisor Series
BMO GDN LifeStage 2040 Class Advisor Series
BMO GDN LifeStage Plus 2022 Fund Advisor Series
BMO GDN LifeStage Plus 2025 Fund Advisor Series
BMO GDN LifeStage Plus 2026 Fund Advisor Series
BMO GDN LifeStage Plus 2030 Fund Advisor Series
BMO LifeStage Plus 2022 Fund
BMO LifeStage Plus 2025 Fund
BMO LifeStage Plus 2026 Fund
BMO LifeStage Plus 2030 Fund
Common Sense Asset Builder Fund III
Common Sense Asset Builder Fund IV
Common Sense Asset Builder Fund V
Common Sense Asset Builder Fund VI
DynamicEdge 2025 Class Portfolio Series A C$
DynamicEdge 2025 Portfolio Series A C$
DynamicEdge 2030 Class Portfolio Series A C$
DynamicEdge 2030 Portfolio Series A C$
Fidelity ClearPath 2025 Portfolio Series A
Fidelity ClearPath 2030 Portfolio Series A
Fidelity ClearPath 2035 Portfolio Series A
Fidelity ClearPath 2040 Portfolio Series A
Fidelity ClearPath 2045 Portfolio Series A
Fidelity Income Replacement 2021 Portfolio Ser A
Fidelity Income Replacement 2023 Portfolio Ser A
Fidelity Income Replacement 2025 Portfolio Ser A
Fidelity Income Replacement 2027 Portfolio Ser A
Fidelity Income Replacement 2029 Portfolio Ser A
Fidelity Income Replacement 2031 Portfolio Ser A
Fidelity Income Replacement 2033 Portfolio Ser A
Fidelity Income Replacement 2035 Portfolio Ser A
Fidelity Income Replacement 2037 Portfolio Ser A
IA Clarington Target Click 2025 Fund Series A
IA Clarington Target Click 2030 Fund Series A
Integra Growth Allocation Fund Lifecycle #1
Invesco Intactive 2023 Portfolio
Invesco Intactive 2028 Portfolio Series A
Invesco Intactive 2033 Portfolio Series A
Invesco Intactive 2038 Portfolio Series A
London Life 2025 Profile Fund 5.17L
London Life 2030 Profile Fund 5.18L
London Life 2035 Profile Fund 5.19L
London Life 2040 Profile Fund 5.20L
London Life 2045 Profile Fund 5.21L
London Life 2050 Profile Fund 5.22L
Mac Destination+ 2025 Fund Series A
Manulife Retirement Date 2025 Fund
Manulife Retirement Date 2030 Fund
Manulife Retirement Date 2035 Fund
Manulife Retirement Date 2040 Fund
Manulife Retirement Date 2045 Fund
Manulife Retirement Date 2050 Fund
McLean Budden LifePlan ® 2030 Fund Class A
McLean Budden LifePlan ® 2030 Fund Class VMD
RBC Target 2025 Education Fund
Scotia Vision Aggressive 2030 Portfolio
Scotia Vision Conservative 2030 Portfolio
TLC FuturePoint 2025 GIF
TLC FuturePoint 2030 GIF
TLC FuturePoint 2035 GIF

Updated: Sep 01, 2010