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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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U.S. Equity

Funds in the U.S. Equity category must invest at least 90% of their equity holdings in securities domiciled in the United States, and their average market capitalization must be greater than the U.S. small/mid cap threshold.

Acker Finley Select US Value 50 Fund Series A
Acuity Pooled U.S. Equity Fund U$
AEGON Fund Mgmt imaxx US Equity Growth Fund
AEGON Fund Mgmt imaxx US Equity Value Fund
AGF American Growth Class C$
AGF U.S. Risk Managed Class C$
Altamira US Currency Neutral Index Fund
Altamira US Equity Fund
Altamira US Index Fund
Assumption Life US Equity A
Assumption/AGF U.S. Value Class A
Assumption/CI American Value A
Assumption/CI Synergy American A
Assumption/Fidelity American Discip Eq A
Astra Jarislowsky Fraser Ltd. U.S. Value Equity
Astra McLean Budden U.S. Equity
Astra U.S. Index
Beutel Goodman American Equity Fund
BMO DJ Ind Avg Hdg TO CAD Index ETF
BMO GDN American Equity Class Advisor Series
BMO Harris U.S. Equity 23
BMO Harris U.S. Growth 27
BMO Nasdaq 100 Equity Hedged to CAD Index ETF
BMO Nesbitt Burns U.S. Stock Selection Fund A C$
BMO U.S. Dollar Equity Index Fund
BMO U.S. Equity Fund
BMO U.S. Equity Index Fund
BMO U.S. Growth Fund
BMO US Equity ETF
Brandes U.S. Equity Fund
Canada Life American Disciplined Equity (F) Gens
Canada Life American Growth Fund (AGF) Gens
Canada Life Indexed U.S. Equity Fund(TD) Gens
Canada Life U.S. Growth Leaders Fund (M)Gens
Canada Life U.S. Value Fund (LLIM) Gens
Capital International - U.S. Equity Class A
CDA US Large Cap (Capital)
CGOV US Equity Fund Series A
CI American Equity Corporate Class A C$
CI American Equity Fund Class A C$
CI American Equity Fund GIF
CI American Equity Fund GIF 75/100
CI American Equity Segregated Fund I
CI American Equity Segregated Fund II
CI American Managers Corporate Class A C$
CI American Value Corporate Class A C$
CI American Value Fund Class A
CI Synergy American GIF
CI Synergy American GIF 75/100
CI Synergy American Segregated Fund
CI Value Trust Corporate Class
CIBC Disciplined U.S. Equity Fund C$
CIBC Nasdaq Index Fund
CIBC Pooled U.S. Equity S&P 500 Enhanced Index Fd
CIBC Pooled U.S. Equity S&P500 Index Fund
CIBC U.S. Broad Market Index Fund
CIBC U.S. Index Fund
Clarica MVP U.S. Equity Fund
Clarica SF CI American Equity Fund
Clarica SF CI Synergy American Fund
Clarica SF CI Value Trust Corporate Class
Claymore US Fundamental Index ETF Hedged
Co-operators US Equity Fund VA
Counsel U.S. Growth Series A
Counsel U.S. Value Series A
Credential EnRich US Equity Pool Class A
Desjardins American Equity Growth Fund
Desjardins American Equity Value Fund
DFA U.S. Core Equity Fund Class A
DFA U.S. Vector Equity Fund Class A
DFS Bernstein U.S. Equity Value Fund
DFS BlackRock U.S. Equity Index
DFS Desjardins American Equity Growth Fund
DFS Desjardins American Equity Value Fund
DFS GE U.S. Core Value Equity Fund
DFS GIF - American Equity - McLean Budden Series 3
DFS GIF - American Equity - UBS Series 1
DFS McLean Budden American Equity
DFS U.S. Index-Plus Fund Fiera
DFS UBS U.S. Large Cap Equity Fund
Dynamic American Value Fund
Dynamic Power American Currency Neutral Fund
Dynamic Power American Growth Class Series A C$
Dynamic Power American Growth Fund
Empire American Value Fund - A
Empire US Equity Index Fund - A
Equitable Life American Growth Fund
Ethical American Multi-Strategy Fund Class A
FaithLife US Equity (Indexed)
FÉRIQUE American Fund
FGF American Index Fund
Fidelity American Disciplined Equity Class A C$
Fidelity American Disciplined Equity Cur Neu Cl A
Fidelity American Disciplined Equity Fund Ser A C$
Fidelity American Opportunities Class Series A
Fidelity American Opportunities Fund Series A C$
Fidelity American Value Fund Series A C$
Fidelity Growth America Class Series A
Fidelity Growth America Fund Series A C$
Fidelity U.S. Equity Currency Neutral Priv Pl B
Fidelity U.S. Equity Private Pool Series B
First Trust RBC Dom Sec US Focus List Port C$ SA
Franklin Flex Cap Growth Corporate Class A
Franklin Flex Cap Growth Fund Series A
Franklin U.S. Core Equity Fund Series A
Franklin U.S. Rising Dividends Corporate Class A
Franklin U.S. Rising Dividends Fund Series A
GWL American Growth Fund (A) NL
GWL U.S. Equity Fund (G) NL
GWL U.S. Value (LC) NL
Harmony U.S. Equity Pool
Harmony U.S. Equity Pool Class (Wrap)
Hartford U.S. Dividend Growth D
Highstreet U.S. Equity Fund Pooled
Horizons AlphaPro North American Growth ETF
Horizons AlphaPro North American Value ETF
HSBC U.S. Equity Fund Investor Series
HSBC U.S. Equity Pooled Fund
IA Clarington American Fund - Series A
IA Clarington Sarbit U.S. Equity Fund Ser A C$
IA Ecflx U.S. Equity
IA Ecoflex U.S. DAQ Index
IA Ecoflex U.S. Equity (McLean Budden)
IA Ecoflex U.S. Equity Index
IA Ecxtra U.S. Equity
IA Ecxtra U.S. Equity (Sarbit)
IA Ultraflex R-M U.S. Equity Index
IA Ultraflex R-M U.S./DAQ Index
IA US Equity (Batterymarch)
IA US Equity (Brandywine)
IA US Equity (Jarislowsky)
IA US Equity (McLean Budden)
IG AGF U.S. Growth Class
IG AGF U.S. Growth Fund
IG FI U.S. Large Cap Equity Class A
IG FI U.S. Large Cap Equity Fund B
IG FI U.S. Large Cap Equity Fund C
IG Mackenzie Universal U.S. Growth Leaders Class A
IG/GWL U.S. Growth Segregated Fund
IG/GWL U.S. Large Cap Value GIF 75/75 A
imaxx TOP US Managers GIP 75/75
Imaxx US Equity Value GIF 75/100
Integra Analytic Core U.S. Equity Fund Pooled
Integra U.S. Value Growth Fund
Investors U.S. Dividend Growth Fund
Investors U.S. Equity Class Series A
Investors U.S. Equity Fund Series C
Investors U.S. Large Cap Growth Class
Investors U.S. Large Cap Growth Fund
Investors U.S. Large Cap Value Class
Investors U.S. Large Cap Value Fund
Investors U.S. Opportunities Class
Investors U.S. Opportunities Fund
iProfile U.S. Equity Pool
iShares S&P 500 Index Fund (CAD-Hedged)
Jov Prosperity U.S. Equity Fund Series A
Keystone Manulife U.S. Value Fund
La Capitale American Equity
La Capitale US Equity Mng - Dynamic
Legg Mason Batterymarch U.S. Equity Fund Inst Ser
Legg Mason Brandywine Fundamental Val US Equ Inst
Legg Mason U.S. Value Fund Institutional Series
Leith Wheeler U.S. Equity Fund Series B
LODH Opus - American., Series P
London Life American Growth Fund (AGF)
London Life U.S. Equity Fund (LC)
London Life U.S. Growth Leaders Fund (Mackenzie)
London Life U.S. Growth Sectors Fund (LC)
Mac Ivy American Class Series A C$
Mac Saxon U.S. Equity Fund Series SI
Mac Universal US Blue Chip Class Series A
Mac Universal US Growth Leaders (Hgd) Cl A
Mac Universal US Growth Leaders Cl (Unh) Ser A C$
Mac Unv U.S. Blue Chip Segregated Fund
Mac Unv U.S. Dividend Income (Hdg) Series A C$
Mac Unv U.S. Dividend Income Fund (Unhedged) Sr T5
Mac Unv U.S. Growth Leaders Fund Series A
Manulife American Equity Index US$ Fund (closed) A
Manulife GIF 1 American Equity Index
Manulife GIF 1 Fidelity American Disciplined Equ
Manulife GIF 1 Mawer U.S. Equity
Manulife GIF CAP A Mawer U.S. Equity
Manulife GIF CAP B Mawer U.S. Equity
Manulife GIF MLIA A Mawer U.S. Equity
Manulife GIF MLIA B Mawer U.S. Equity
Manulife GIF MLIP A Mawer U.S. Equity
Manulife GIF MLIP B Mawer U.S. Equity
Manulife GIF Select E U.S. Equity Index
Manulife GIF Select U.S. Equity Index
Manulife Series R A U.S. Equity
Manulife U.S. Equity Fund Advisor Series
Manulife U.S. Equity Index Fund Series O
Manulife U.S. Equity Index GIF Select
Manulife U.S. Equity Index GIF Select E
Manulife U.S. Large Cap Value Class Series A
Manulife U.S. Opportunities 75% Guaranteed
Manulife U.S. Opportunities Class
Manulife U.S. Opportunities Fund
Manulife U.S. Opportunities Segregated 100%
Manulife U.S. Value Fund Series A
Manulife Value Class
Manulife Value Fund
Maritime Life American Equity Pooled Fund
Maritime Life U.S. Special Equity Pooled Fund
Matrix North American Growth Fund
Matrix U.S. Equity Fund Corporate Class
Mavrix Multi Series Fund Ltd-North American Growth
Mawer U.S. Equity Fund Class A
MB American Equity Fund - Pooled
McLean Budden American Equity Fund Class D C$
MD American Growth Fund Class A
MD American Value Fund Class A
MDPIM US Equity Pool (Class A)
Meritage American Equity Portfolio - A
Meritas U.S. Equity Fund
MFC Global Pooled U.S. Equity Fund
MFC Global Pooled U.S. Index Fund
MFC Global Pooled U.S. Large Cap Fund
MFC Global Pooled U.S. Large Cap Value Fund
MGS US Value 75 Series
MGS US Value FE2
MLCAP Class B US Value
MLI BGI U.S. Equity Index Fund
MLI U.S. Diversified Growth Equity Fund (Wellingto
MLI US Value GIF 1
MLI US Value GIF 2
MLI US Value GIFe 1
MLI US Value GIFe 2
MLIA Class B US Value
MLIP Class B US Value
NBT American Diversified Pooled Fund
NBT US Equity Pooled Fund A
NexGen American Growth Registered
NexGen American Growth Tax Managed ROC
North Growth U.S. Equity Advisor Fund Series D
North Growth U.S. Equity Fund
Northwest U.S. Equity Corporate Class A
Northwest U.S. Equity Fund Series A
NWQ U.S. Large Cap Value Fund
PH&N Currency-Hedged U.S. Equity Fund Series D
PH&N U.S. Dividend Income Fund Series D
PH&N U.S. Equity Fund Series D
PH&N U.S. Growth Fund Series D
PH&N U.S. Multi-Style All-Cap Equity Fund Series D
PH&N U.S. Pooled Pension Fund Series O
PIE US Equity Class C-1 Series A
Pinnacle American Large Cap Growth Equity Fund A
Pinnacle American Value Equity Fund Class A
PowerShares FTSE RAFI U.S. Fundamental Fund Ser A
Pro FTSE RAFI US Index Fund
PRO SSQ US Fundamental Equity GIF
Professionals' American Index Fund
Prosperity U.S. Equity Class B
Quadrus Eaton Vance U.S. Value Corporate Class
Quadrus London Capital U.S. Value Fund
Quadrus Mackenzie Unv U.S. Growth Leaders Fund
RBC DS U.S. Focus Fund
RBC O'Shaughnessy U.S. Value Fund
RBC O'Shaughnessy U.S. Value GIF
RBC Private O'Shaughnessy U.S. Growth Equity Pl O
RBC Private O'Shaughnessy U.S. Value Equity Pool O
RBC Private U.S. Equity Pool Series F C$
RBC Private U.S. Growth Equity Pool Series F C$
RBC Private U.S. Large Cap Equity Curr Neut Pool O
RBC Private U.S. Large Cap Equity Pool Series F C$
RBC Private U.S. Value Equity Currency Neut Pool O
RBC Private U.S. Value Equity Pool Series F C$
RBC U.S. Equity Currency Neutral Fund
RBC U.S. Equity Fund C$
RBC U.S. Equity GIF
RBC U.S. Index Currency Neutral Fund
RBC U.S. Index Fund
Renaissance U.S. Equity Fund Class A C$
Renaissance U.S. Equity Value Fund Class A C$
Russell US Equity Class Series B
Russell US Equity Fund Series A C$
Russell US Equity Pool Class B C$
Sceptre U.S. Equity Fund Class O
Scotia CanAm Index Fund
Scotia Nasdaq Index Fund
Scotia U.S. Equity Class I
Scotia U.S. Growth Fund
Scotia U.S. Index Fund
Scotia U.S. Value Fund
Scotiabank US Growth Fund
SEI U.S. Large Cap Synthetic Fund Class O
SEI U.S. Large Company Equity Fund Class O
Select U.S. Equity Managed Corporate Class
Standard Life Ideal U.S. Dividend Growth Fund BEL
Standard Life Ideal U.S. Equity Focus Fund BEL
Standard Life Ideal U.S. Equity Fund BEL
Standard Life U.S. Dividend Growth A-Series
Standard Life U.S. Equity A-Series
Standard Life U.S. Equity Class A Series
Standard Life U.S. Equity Focus A-Series
SunWise Elite CI American Value Fund (Full)
SunWise Elite CI Synergy American Fund (Full)
SunWise Elite CI Value Trust Corporate Fund (Full)
SunWise Elite Dynamic Power American Growth(F)
SunWise Elite Fidelity Growth America Fund (Full)
SunWise I CI American Value Fund 100%
SunWise I CI US Equity Fund 100%
SunWise I Dynamic Power American Growth Fund 100%
SunWise I Fidelity Growth America Fund 100%
SunWise II AIC American Focused Fund (Full)
SunWise II CI American Growth Fund (Full)
SunWise II CI American Value Fund (Full)
SunWise II CI Synergy American Fund (Full)
SunWise II CI Value Trust Class (Full)
SunWise II Dynamic Power American Growth Fund (F)
SunWise II Fidelity Growth America (Full)
SunWise II Trimark U.S. Companies (Full)
SunWise II US Market Index Fund (Full)
Synergy American Corporate Class
Synergy American Fund
TD Dow Jones Industrial Average Index Fund - I U$
TD Gtd U.S. Blue Chip Equity Fund
TD NASDAQ Index Fund - Investor Series
TD U.S. Blue Chip Equity Fund - I
TD U.S. Blue Chip Equity GIF II
TD U.S. Equity Currency Neutral Port I
TD U.S. Equity Portfolio I Series
TD U.S. Index Currency Neutral Fund - I
TD U.S. Index Fund - I U$
TD U.S. Large-Cap Value Currency Neutral Fund - I
TD U.S. Large-Cap Value Fund - A
TD U.S. Quantitative Equity Fund - Investor series
TLC TOP U.S. Managers GIP
TLC U.S. Equity Growth GIF
TLC U.S. Equity Index GIF
TLC U.S. Equity Value GIF
Trans AIC American Focused GIF 75/100
Trans GROWSafe U.S. Equity Fund
Trans GROWSafe3 Can-US Large Cap Index GIF 75/100
Trans IMS American Equity Index Fund
Trans IMS Can-Am Fund
Trans IMS International Brands Fund
Trans TOP US Managers Portfolio 100/100
Trimark U.S. Companies Class
Trimark U.S. Companies Fund
Trimark U.S. Equity Private Pool
Trimark U.S. Equity Private Pool-Currency Neutral
United Institutional Managed U.S. Equity Pool
United US Equity Alpha Corporate Class E
United US Equity Growth Corporate Class A
United US Equity Growth Pool Class W
United US Equity Value Corporate Class A
United US Equity Value Currency Hedged Corp Cl E
United US Equity Value Pool Class W

Updated: Sep 01, 2010