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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Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov DecResults of New Fund Reviews - Feb 23, 2012
| Fund: | Caldwell Canadian Value Momentum |
| Category Placement: | Canadian Equity |
| Fund: | Claymore Managed Futures ETF |
| Category Placement: | Alternative Strategies |
| Fund: | Desjardins Fin'l TOBAM Anti-Bench Wld Eq |
| Category Placement: | Global Equity |
| Fund: | DynamicEdge Conservative Portfolio |
| Category Placement: | Canadian Equity Balanced |
| Fund: | DynamicEdge Defensive Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
| Fund: | Horizons High Yield Bond ETF (HYI) |
| Category Placement: | High Yield Fixed Income |
| Fund: | Horizons U.S. Floating Rate Bond ETF (HUF.U) |
| Category Placement: | Miscellaneous - Income & Real Property |
| Fund: | IA Canadian Focused Equity (Pyramis) |
| Category Placement: | Canadian Equity |
| Fund: | Perennial Equity Portfolio |
| Category Placement: | North American Equity |
| Fund: | Perennial Fixed Income Portfolio |
| Category Placement: | Canadian Fixed Income |
| Fund: | RBC US Mid-Cap Value Equity A |
| Category Placement: | U.S. Small/Mid Cap Equity |
| Fund: | RBC US Small-Cap Core Equity A |
| Category Placement: | U.S. Small/Mid Cap Equity |
| Fund: | Sentry Conserv Bal Income Class |
| Category Placement: | Canadian Neutral Balanced |
| Fund: | Sprott Silver Equities Class |
| Category Placement: | Precious Metals Equity |
| Fund: | Steadyhand Founders Fund |
| Category Placement: | Tactical Balanced |
| Fund: | XTF Morningstar CAD DIV 30 ETF |
| Category Placement: | Canadian Dividend & Income Equity |
| Fund: | XTF Morningstar Canada Momentum Index ETF Common |
| Category Placement: | Canadian Equity |
| Fund: | XTF Morningstar Canada Value Index ETF Common |
| Category Placement: | Canadian Equity |
| Fund: | XTF Morningstar Nat Bank Quebec Index ETF Common |
| Category Placement: | Canadian Equity |
| Fund: | XTF Morningstar US Divid Target 50 Idx ETF Common |
| Category Placement: | US Equity |