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:

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2009

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2008

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Results of New Fund Reviews - May 26, 2011

Fund:Claymore Advant Sht Dur ETF $US-Adv
Category Placement:High Yield Fixed Income

 

Fund:Co-operators Acuity Clean Environment Equity Fund
Category Placement:Canadian Focused Small/Mid Cap Equity

 

Fund:Co-operators Acuity Social Values Canadian Equity Fund
Category Placement:Canadian Focused Equity

 

Fund:Co-operators Acuity Social Values Global Equity Fund
Category Placement:Global Equity

 

Fund:Co-operators Acuity Social Values Balanced Fund
Category Placement:Canadian Equity Balanced

 

Fund:Co-operators SRI Aggressive Portfolio
Category Placement:Global Equity Balanced

 

Fund:Co-operators SRI Moderate Portfolio
Category Placement:Canadian Neutral Balanced

 

Fund:Co-operators SRI Very Aggressive Portfolio
Category Placement:Global Equity Balanced

 

Fund:BlackRock CDN MSCI ACWI ex-Canada Index
Category Placement:Global Equity

 

Fund:Desjardins Financial BlackRock LifePath 2015 Idx
Category Placement:2015 Target Date Portfolio

 

Fund:Desjardins Financial BlackRock LifePath 2020 Idx
Category Placement:2020 Target Date Portfolio

 

Fund:Desjardins Financial BlackRock LifePath 2025 Idx
Category Placement:2020+ Target Date Portfolio

 

Fund:Desjardins Financial BlackRock LifePath 2030 Idx
Category Placement:2020+ Target Date Portfolio

 

Fund:Desjardins Financial BlackRock LifePath 2035 Idx
Category Placement:2020+ Target Date Portfolio

 

Fund:Desjardins Financial BlackRock LifePath 2040 Idx
Category Placement:2020+ Target Date Portfolio

 

Fund:Desjardins Financial BlackRock LifePath 2045 Idx
Category Placement:2020+ Target Date Portfolio