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 - May 27, 2010

Fund:AGF Global Aggregate Bond Fund MF
Category Placement:Global Fixed Income

 

Fund:AGF Pure Canadian Balanced Fund MF
Category Placement:Canadian Neutral Balanced

 

Fund:AGF Traditional Income Fund MF
Category Placement:Canadian Neutral Balanced

 

Fund:BlackRock Canada CoreActive Univ Bd Cl A
Category Placement:Canadian Fixed Income

 

Fund:BlackRock Canada CorePlus Long Bond
Category Placement:Canadian Long Term Fixed Income

 

Fund:BMO Canadian Tactical ETF Class
Category Placement:Tactical Balanced

 

Fund:BMO Emerging Markets Bond Index ETF
Category Placement:Miscellaneous

 

Fund:BMO Equal Weight REITs Index ETF
Category Placement:Real Estate Equity

 

Fund:BMO EW US Banks Hgd CAD Index ETF
Category Placement:Financial Services Equity

 

Fund:BMO EW US Hlth Care Hg CAD Idx ETF
Category Placement:Health Care Equity

 

Fund:BMO GDN Aggressive Growth ETF Portfolio
Category Placement:Global Equity

 

Fund:BMO GDN Balanced ETF Portfolio
Category Placement:Global Neutral Balanced

 

Fund:BMO GDN Canadian Tactical ETF Class
Category Placement:Tactical Balanced

 

Fund:BMO GDN Global Tactical ETF Class
Category Placement:Tactical Balanced

 

Fund:BMO GDN Growth ETF Portfolio
Category Placement:Global Equity Balanced

 

Fund:BMO GDN Security ETF Portfolio
Category Placement:Global Fixed Income Balanced

 

Fund:BMO Global Tactical ETF Class
Category Placement:Tactical Balanced

 

Fund:BMO Junior Gas Index ETF
Category Placement:Naturel Resource Equity

 

Fund:BMO Junior Oil Index ETF
Category Placement:Naturel Resource Equity

 

Fund:BMO Long Federal Bond Index ETF
Category Placement:Canadian Long Term Fixed Income

 

Fund:BMO Real Return Bond Index ETF
Category Placement:Canadian Inflation Protected Fixed Income

 

Fund:Crystal Enlightened Growth Fund
Category Placement:Global Equity

 

Fund:Crystal Enlightened Income Fund
Category Placement:Miscellaneous

 

Fund:Crystal Enlightened Res & Pr Metals
Category Placement:Alternative Strategies

 

Fund:Desjardins Overseas Equity Growth Fund
Category Placement:International Equity

 

Fund:DFS GIF - BALANCED - ETHICAL Series 5
Category Placement:Canadian Equity Balanced

 

Fund:DFS GIF - CANADIAN BALANCED - CI SIGNATURE Series 5
Category Placement:Canadian Neutral Balanced

 

Fund:DFS Pyramis Select International Equity
Category Placement:International Equity

 

Fund:DFS Sprucegrove International Equity
Category Placement:International Equity

 

Fund:DynamicEdge 2020 Portfolio
Category Placement:2020 Target Date Portfolio

 

Fund:DynamicEdge 2020 Class Portfolio
Category Placement:2020 Target Date Portfolio

 

Fund:DynamicEdge 2025 Class Portfolio
Category Placement:2020+ Target Date Portfolio

 

Fund:DynamicEdge 2025 Portfolio
Category Placement:2020+ Target Date Portfolio

 

Fund:DynamicEdge 2030 Class Portfolio
Category Placement:2020+ Target Date Portfolio

 

Fund:DynamicEdge 2030 Portfolio Series
Category Placement:2020+ Target Date Portfolio

 

Fund:First Trust Global Capital Strength Portfolio A
Category Placement:Global Equity

 

Fund:Horizons AlphaPro Dividend ETF
Category Placement:Miscellaneous

 

Fund:Horizons AlphaPro North American Growth ETF
Category Placement:Miscellaneous

 

Fund:Horizons AlphaPro North American Value ETF
Category Placement:Miscellaneous

 

Fund:McLean Budden LifePlan Growth
Category Placement:Global Equity Balanced

 

Fund:McLean Budden LifePlan Growth & Income
Category Placement:Global Neutral Balanced

 

Fund:McLean Budden LifePlan Income
Category Placement:Global Fixed Income Balanced

 

Fund:NxT Short Term Income Fund
Category Placement:Canadian Short Term Fixed Income

 

Fund:Picton Mahoney Income Opportunities Fund
Category Placement:Alternative Strategies

 

Fund:PIMCO Canada Canadian CorePLUS Bond Trust
Category Placement:Canadian Fixed Income

 

Fund:PIMCO Canada Canadian CorePLUS Long Bond Trust
Category Placement:Canadian Long Term Fixed Income