Results of New Fund Reviews

An investment fund is considered "new" from the date of its inception. Once the fund has registered with at least one of the data provider firms on the CIFSC, the fund is brought to the Committee's monthly meeting for placement into the most appropriate category. The committee will estimate the most appropriate category based on the fund's stated intentions (as described in the fund's investment objective and strategy).

Select a month to see the results of the New Fund Reviews from that meeting:

2010

Jan  Feb  Mar  Apr  May  Jun  Jul  Aug  Sep  Oct  Nov  Dec 

2009

Jan  Feb  Mar  Apr  May  Jun  Jul  Aug  Sep  Oct  Nov  Dec 

2008

Jan  Feb  Mar  Apr  May  Jun  Jul  Aug  Sep  Oct  Nov  Dec 

Results of New Fund Reviews - Jul 23, 2009

Fund:Allegro Balanced Growth Canada Focus Port Cl A
Category Placement:Canadian Equity Balanced

 

Fund:Allegro Balanced Growth Portfolio Class A
Category Placement:Global Equity Balanced

 

Fund:Allegro Balanced Portfolio Class A
Category Placement:Canadian Neutral Balanced

 

Fund:Allegro Growth Canada Focus Portfolio Class A
Category Placement:Canadian Focused Equity

 

Fund:Allegro Growth Portfolio Class A
Category Placement:Global Equity

 

Fund:DFS Beutel Goodman Canadian Equity Fund
Category Placement:Canadian Equity

 

Fund:DFS Beutel Goodman Income Fund
Category Placement:Canadian Fixed Income

 

Fund:DFS Foresight 30/70 Portfolio
Category Placement:Canadian Fixed Income Balanced

 

Fund:DFS Foresight 40/60 Portfolio
Category Placement:Canadian Fixed Income Balanced

 

Fund:DFS Foresight 50/50 Portfolio
Category Placement:Canadian Neutral Balanced

 

Fund:DFS Foresight 60/40 Portfolio
Category Placement:Canadian Neutral Balanced

 

Fund:DFS Foresight 75/25 Portfolio
Category Placement:Global Equity Balanced

 

Fund:DFS Foresight 85/15 Portfolio
Category Placement:Global Equity Balanced

 

Fund:Fiera Canadian Equity Growth
Category Placement:Canadian Equity

 

Fund:HBP COMEX Silver ETF
Category Placement:

 

Fund:HBP Winter-Term NYMEX Crude Oil ETF
Category Placement:

 

Fund:HBP Winter-Term NYMEX Natural Gas ETF
Category Placement:

 

Fund:Man Canada AHL Alpha Fund Class A
Category Placement:Alternative Strategies

 

Fund:MFi Balanced Fund
Category Placement:Canadian Neutral Balanced

 

Fund:MFi Canadian Equity Fund
Category Placement:Canadian Equity

 

Fund:MFi Energy Fund
Category Placement:Natural Resources Equity

 

Fund:Morgan Stanley International Gro Eqty II
Category Placement:International Equity

 

Fund:Navina/Lazard U.S. High Yield Bond Class A
Category Placement:High Yield Fixed Income

 

Fund:NxT EQ35 Income & Growth
Category Placement:Canadian Fixed Income Balanced

 

Fund:NxT EQ60 Balanced
Category Placement:Canadian Neutral Balanced

 

Fund:NxT EQ75 Balanced Growth
Category Placement:Canadian Equity Balanced

 

Fund:ROI Canadian Top 20 Picks Fund
Category Placement:Canadian Equity

 

Fund:SEI U.S. High Yield Bond Fund - O Class
Category Placement:High Yield Fixed Income

 

Fund:Wellington Mgmt Emerging Markets Eqty-PF
Category Placement:Emerging Markets Equity

 

Fund:Wellington Mgmt Global Smaller Coms-PF
Category Placement:Global Small/Mid Cap Equity

 

Fund:Wellington Mgmt Special Equity
Category Placement:Global Equity