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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Results of New Fund Reviews - Aug 25, 2011

Fund:AlphaNorth Growth Series A
Category Placement:Canadian Small/Mid Cap Equity

 

Fund:Aston Hill Global Resource Corporate Class
Category Placement:Natural Resources Equity

 

Fund:Aston Hill Growth & Income Corp Class
Category Placement:Global Equity Balanced

 

Fund:Aston Hill Money Market Corp Class
Category Placement:Canadian Money Market

 

Fund:Black Creek Global Balanced CpCl A
Category Placement:Global Equity Balanced

 

Fund:Black Creek Global Leaders Cp Cl A
Category Placement:Global Equity

 

Fund:Black Creek Int'l Equity Corp Cl A
Category Placement:International Equity

 

Fund:CI Harbour Voyageur Corp Cl A
Category Placement:Canadian Equity

 

Fund:DFA Global Balanced Fund
Category Placement:Global Neutral Balanced

 

Fund:DFA Global Conservative Fund
Category Placement:Global Fixed Income

 

Fund:DFA Global Equity Fund
Category Placement:Global Equity

 

Fund:Fiera Sceptre Tactical Bond Yield Fund
Category Placement:Alternative Strategies

 

Fund:First Trust Advantaged Short Duration H-Yield Bd
Category Placement:High Yield Fixed Income

 

Fund:Horizons Australian Dollar Currency ETF
Category Placement:Miscellaneous - Other

 

Fund:Manulife International Value Equity Fund
Category Placement:International Equity

 

Fund:Manulife U.S. All Cap Equity Fund
Category Placement:U.S. Equity

 

Fund:Manulife Value Balanced Fund Advisor Series
Category Placement:Global Equity Balanced

 

Fund:Meritas Growth Portfolio
Category Placement:Global Equity Balanced

 

Fund:Meritas Income & Growth Portfolio
Category Placement:Canadian Fixed Income Balanced

 

Fund:Norrep Market Neutral Income Fund
Category Placement:Alternative Strategies

 

Fund:O'Leary Global Bond Yield Advantaged Fund
Category Placement:Global Fixed Income

 

Fund:PowerShares QQQ Class SrA
Category Placement:U.S. Equity

 

Fund:RBC Canadian Mid Cap Equity Class
Category Placement:Canadian Small/Mid Cap Equity

 

Fund:RBC Short Term Income Class
Category Placement:Canadian Short Term Fixed Income

 

Fund:TD Target Return Balanced Fund
Category Placement:Tacticlal Balanced Fund

 

Fund:TD Target Return Conservative Fund
Category Placement:Tacticlal Balanced Fund

 

Fund:TD U.S. Monthly Income Fund
Category Placement:Global Neutral Balanced

 

Fund:TD US Large-Cap Value $US
Category Placement:U.S. Equity

 

Fund:TD US Mid-Cap Growth $US-A
Category Placement:U.S. Small or Mid Cap Equity

 

Fund:Templeton Frontier Markets Corp Cl A
Category Placement:Emerging Markets Equity

 

Fund:Yorkville Enhanced Protection Fund
Category Placement:Global Equity

 

Fund:Yorkville Global Opportunitites Fund
Category Placement:Tactical Balanced