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)
 
Select a category:

U.S. Money Market

Funds assigned to the U.S. Money Market category must be designated as Money Market funds in accordance with National Instrument 81-102 and maintain a minimum weighting of 95% in U.S. dollar-denominated investments.

AGF U.S. Dollar Money Market Account
BMO GDN U.S. Dollar Money Market Fund Adv Sr
BMO GDN U.S. Dollar Money Market Fund Classic
BMO U.S. Dollar Money Market Fund
CI US Money Market Fund U$
CIBC U.S. Dollar Money Market Fund
Fidelity U.S. Money Market Fund Series A
Franklin Templeton U.S. Money Market Fund A U$
HSBC U.S. Dollar Money Market Fund Investor Series
Investors U.S. Money Market Fund
Manulife U.S. Money Market Fund
National Bank U.S. Money Market Fund
PH&N $U.S. Money Market Fund Series D
RBC $U.S. Money Market Fund Serie A
RBC Premium $U.S. Money Market Fund
Renaissance U.S. Money Market Fund Class A U$
Scotia US Money Market Fund U$
Scotiabank Money Market Fund
TD U.S. Money Market Fund U$ - I
Trimark U.S. $ Money Market Fund - SC

Updated: Sep 01, 2010