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:
2013
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Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec2011
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Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec2009
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec2008
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov DecResults of New Fund Reviews - Jan 27, 2011
| Fund: | BMO 2013 Corporate Bond Target Maturity ETF |
| Category Placement: | 2015 Target Date Portfolio |
| Fund: | BMO 2015 Corporate Bond Target Maturity ETF |
| Category Placement: | 2015 Target Date Portfolio |
| Fund: | BMO 2020 Corporate Bond Target Maturity ETF |
| Category Placement: | 2020+ Target Date Portfolio |
| Fund: | BMO 2025 Corporate Bond Target Maturity ETF |
| Category Placement: | 2020+ Target Date Portfolio |
| Fund: | BMO Agriculture Commodities Index ETF |
| Category Placement: | Miscellaneous Sector Equity |
| Fund: | BMO Base Metals Commodities Index ETF |
| Category Placement: | Miscellaneous Sector Equity |
| Fund: | BMO Covered Call Canadian Banks ETF |
| Category Placement: | Alternative Strategies |
| Fund: | BMO Energy Commodities Index ETF |
| Category Placement: | Miscellaneous - Sector Equity |
| Fund: | BMO Monthly Income ETF |
| Category Placement: | Canadian Fixed Income |
| Fund: | BMO Precious Metals Commodities Index ETF |
| Category Placement: | Precious Metals Equity |
| Fund: | CI Signature Gold Corporate Class |
| Category Placement: | Miscellaneous - Commodities |
| Fund: | Equitable Life Active Balanced ETF Portfolio |
| Category Placement: | Global Neutral Balanced |
| Fund: | Equitable Life Acuity Diversified Income Fund |
| Category Placement: | Global Fixed Income Balanced |
| Fund: | Equitable Life Dynamic Value Balanced Fund |
| Category Placement: | Global Neutral Balanced |
| Fund: | Equitable Life Mackenzie Founders Income and Growth Fund |
| Category Placement: | Global Neutral Balanced |
| Fund: | Equitable Life Mackenzie Saxon Balanced Fund |
| Category Placement: | Canadian Equity Balanced |
| Fund: | Equitable Life Trimark Income Growth Fund |
| Category Placement: | Canadian Equity Balanced |
| Fund: | HBP S&P 500 VIX Sht Term Futures Index ETF |
| Category Placement: | Alternative Strategies |
| Fund: | Horizons AlphaPro Floating Rate Bond ETF |
| Category Placement: | Miscellaneous - Income and Real Property |
| Fund: | HSBC US Dollar Monthly Income |
| Category Placement: | Global Fixed Income Balanced |
| Fund: | IA SRP Canadian Eq (Dynmc) Hybrd 75/25 |
| Category Placement: | Canadian Equity Balanced |
| Fund: | IA SRP Canadian Eq(Lon Frzr) Hybrd 75/25 |
| Category Placement: | Canadian Equity Balanced |
| Fund: | IA SRP Canadian Eq(SmCp)(QV) Hybrd 75/25 |
| Category Placement: | Canadian Small/Mid Cap Equity |
| Fund: | IA SRP Canadian Equity Gr Hybrd 75/25 |
| Category Placement: | Canadian Equity Balanced |
| Fund: | IA SRP Canadian Equity Growth |
| Category Placement: | Canadian Equity |
| Fund: | IA SRP Canadian Equity Index Hybrd 75/25 |
| Category Placement: | Canadian Equity Balanced |
| Fund: | IA SRP Canadian Equity Value Hybrd 75/25 |
| Category Placement: | Canadian Equity Balanced |
| Fund: | IA SRP Canadian Leaders Hybrid 75/25 |
| Category Placement: | Canadian Equity Balanced |
| Fund: | IA SRP Dividend Growth Hybrid 75/25 |
| Category Placement: | Canadian Equity Balanced |
| Fund: | IA SRP Dividend Income Hybrid 75/25 |
| Category Placement: | Canadian Equity Balanced |
| Fund: | IA SRP Fidelity Canadian Opp Hybrd 75/25 |
| Category Placement: | Canadian Equity Balanced |
| Fund: | IA SRP Fidelity Dividend Hybrid 75/25 |
| Category Placement: | Canadian Equity Balanced |
| Fund: | IA SRP Fidelity True North Hybrid 75/25 |
| Category Placement: | Canadian Equity Balanced |
| Fund: | IA SRP Global Dividend(Dynmc)Hybrd 75/25 |
| Category Placement: | Global Equity Balanced |
| Fund: | IA SRP Global Eq (Tmpltn) Hybrd 75/25 |
| Category Placement: | Global Equity Balanced |
| Fund: | IA SRP Global Eq(Mcknz Cndll)Hybrd 75/25 |
| Category Placement: | Global Equity Balanced |
| Fund: | IA SRP Global Equity Hybrid 75/25 |
| Category Placement: | Global Equity Balanced |
| Fund: | IA SRP Global Health Care (Ren) |
| Category Placement: | Health Care Equity |
| Fund: | IA SRP Global True Cnvctn Hybrd 75/25 |
| Category Placement: | Global Equity Balanced |
| Fund: | IA SRP Monthly Income (PH&N) |
| Category Placement: | Canadian Neutral Balanced |
| Fund: | IA SRP Select Canadian Hybrid 75/25 |
| Category Placement: | Canadian Equity Balanced |
| Fund: | IA SRP Tactical Bond (Catapult) |
| Category Placement: | Canadian Fixed Income |
| Fund: | IA SRP U.S. Equity (Sarbit) Hybrid 75/25 |
| Category Placement: | Global Equity Balanced |
| Fund: | Invesco Emerging Markets Class |
| Category Placement: | Emerging Markets Equity |
| Fund: | Invesco Emerging Markets Debt Fund |
| Category Placement: | High Yeild Fixed Income |
| Fund: | Leith Wheeler Canadian Dividend Series B |
| Category Placement: | Canadian Dividend & Income Equity |
| Fund: | Leith Wheeler Income Advantage Series B |
| Category Placement: | Canadian Fixed Income |
| Fund: | Marquest Credit |
| Category Placement: | High Yield Fixed Income |
| Fund: | Marquest Investment Grade Income |
| Category Placement: | Global Fixed Income |
| Fund: | National Bank Bond Basket Private Pool |
| Category Placement: | Canadian Fixed Income |
| Fund: | National Bank Corp fixed-inc securities |
| Category Placement: | Canadian Fixed Income |
| Fund: | National Bank Diversified Bond Basket Private Pl |
| Category Placement: | Canadian Fixed Income |
| Fund: | National Bank Dividend Basket Private Pool |
| Category Placement: | Canadian Dividend & Income Equity |
| Fund: | National Bank Multiple Asset Cl Basket Priv Pl |
| Category Placement: | Canadian Equity Balanced |
| Fund: | PIMCO Canadian Long Term Bond Fund |
| Category Placement: | Canadian Long Term Fixed Income |
| Fund: | PIMCO Canadian Real Return Bond Fund |
| Category Placement: | Canadian Inflation Protected Fixed Income |
| Fund: | PIMCO Canadian Short Term Bond Fund |
| Category Placement: | Canadian Short Term Fixed Income |
| Fund: | PIMCO Canadian Total Return Bond Fund |
| Category Placement: | Canadian Fixed Income |
| Fund: | PIMCO Global Advantage Strategy Bond Fund |
| Category Placement: | Global Fixed Income |
| Fund: | PIMCO Global Balanced Fund |
| Category Placement: | Global Neutral Balanced |
| Fund: | PIMCO Monthly Income Fund |
| Category Placement: | Global Fixed Income |
| Fund: | PIMCO Pathfinder Fund |
| Category Placement: | Global Equity |
| Fund: | Redwood Emerging Markets Dividend Inc |
| Category Placement: | Emerging Markets Equity |
| Fund: | SFCS Titans Limited Partnership |
| Category Placement: | Alternative Strategies |
| Fund: | TD Short Term Invest Class - A |
| Category Placement: | Canadian Short Term Fixed Income |
| Fund: | TD U.S. Large-Cap Value Cl - A |
| Category Placement: | U.S. Equity |
| Fund: | TD U.S. Mid-Cap Growth Cl - A |
| Category Placement: | U.S. Small / Mid Cap Equity |
| Fund: | TD Ultra Short Term Bond-A |
| Category Placement: | Canadian Short Term Fixed Income |
| Fund: | Tmpltn Asian Growth CC |
| Category Placement: | Asia Pacific ex-Japan Equity |
| Fund: | Trimark Energy Class |
| Category Placement: | Natural Resources Equity |
| Fund: | Venator Income-Cl A |
| Category Placement: | Alternative Strategies |