THRESHOLDS

Current Category Thresholds

The committee updates the Market Cap and Dividend Yield thresholds on a quarterly basis. Select a quarter-end to see the category thresholds for the upcoming quarter:

2017

Current Thresholds – Mar 31, 2017

Dividend Yield: 3.20%
Canadian Small/Mid Cap Equity: $3.904 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $5.756 billion (CAD)
U.S. Small/Mid Cap Equity: $10.078 billion (CAD)
Global Small/Mid Cap Equity: $10.822 billion (CAD)

2016

Current Thresholds – Dec 31, 2016

Dividend Yield: 3.24%
Canadian Small/Mid Cap Equity: $3.84 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $5.81 billion (CAD)
U.S. Small/Mid Cap Equity: $10.41 billion (CAD)
Global Small/Mid Cap Equity: $10.78 billion (CAD)

Current Thresholds – Sep 30, 2016

Dividend Yield: 3.28%
Canadian Small/Mid Cap Equity: $3.92 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $5.84 billion (CAD)
U.S. Small/Mid Cap Equity: $10.32 billion (CAD)
Global Small/Mid Cap Equity: $10.80 billion (CAD)

Current Thresholds – Jun 30, 2016

Dividend Yield: 3.31%
Canadian Small/Mid Cap Equity: $3.90 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $5.76 billion (CAD)
U.S. Small/Mid Cap Equity: $10.08 billion (CAD)
Global Small/Mid Cap Equity: $10.58 billion (CAD)

Current Thresholds – Mar 31, 2016

Dividend Yield: 3.33%
Canadian Small/Mid Cap Equity: $3.88 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $5.75 billion (CAD)
U.S. Small/Mid Cap Equity: $10.10 billion (CAD)
Global Small/Mid Cap Equity: $10.41 billion (CAD)

2015

Current Thresholds – Dec 31, 2015

Dividend Yield: 3.30%
Canadian Small/Mid Cap Equity: $3.90 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $5.76 billion (CAD)
U.S. Small/Mid Cap Equity: $10.08 billion (CAD)
Global Small/Mid Cap Equity: $10.21 billion (CAD)

Current Thresholds – Sep 30, 2015

Dividend Yield: 3.23%
Canadian Small/Mid Cap Equity: $3.91 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $5.72 billion (CAD)
U.S. Small/Mid Cap Equity: $9.93 billion (CAD)
Global Small/Mid Cap Equity: $9.81 billion (CAD)

Current Thresholds – Jun 30, 2015

Dividend Yield: 3.24%
Canadian Small/Mid Cap Equity: $3.91 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $5.66 billion (CAD)
U.S. Small/Mid Cap Equity: $9.74 billion (CAD)
Global Small/Mid Cap Equity: $9.41 billion (CAD)

Current Thresholds – Mar 31, 2015

Dividend Yield: 3.24%
Canadian Small/Mid Cap Equity: $3.86 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $5.53 billion (CAD)
U.S. Small/Mid Cap Equity: $9.44 billion (CAD)
Global Small/Mid Cap Equity: $9.02 billion (CAD)

2014

Current Thresholds – Dec 31, 2014

Dividend Yield: 3.23%
Canadian Small/Mid Cap Equity: $3.8 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $5.39 billion (CAD)
U.S. Small/Mid Cap Equity: $9.12 billion (CAD)
Global Small/Mid Cap Equity: $8.59 billion (CAD)

Current Thresholds – Sep 30, 2014

Dividend Yield: 3.23%
Canadian Small/Mid Cap Equity: $3.71 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $5.23 billion (CAD)
U.S. Small/Mid Cap Equity: $8.78 billion (CAD)
Global Small/Mid Cap Equity: $8.25 billion (CAD)

Current Thresholds – Jun 30, 2014

Dividend Yield: 3.26%
Canadian Small/Mid Cap Equity: $3.61 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $5.06 billion (CAD)
U.S. Small/Mid Cap Equity: $8.46 billion (CAD)
Global Small/Mid Cap Equity: $7.85 billion (CAD)

Current Thresholds – Mar 31, 2014

Dividend Yield: 3.26%
Canadian Small/Mid Cap Equity: $3.54 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $4.93 billion (CAD)
U.S. Small/Mid Cap Equity: $8.17 billion (CAD)
Global Small/Mid Cap Equity: $7.47 billion (CAD)

2013

Current Thresholds – Dec 31, 2013

Dividend Yield: 3.24%
Canadian Small/Mid Cap Equity: $3.46 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $4.78 billion (CAD)
U.S. Small/Mid Cap Equity: $7.87 billion (CAD)
Global Small/Mid Cap Equity: $7.03 billion (CAD)

Current Thresholds – Sep 30, 2013

Dividend Yield: 3.21%
Canadian Small/Mid Cap Equity: $3.38 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $4.62 billion (CAD)
U.S. Small/Mid Cap Equity: $7.53 billion (CAD)
Global Small/Mid Cap Equity: $6.66 billion (CAD)

Current Thresholds – Jun 30, 2013

Dividend Yield: 3.17%
Canadian Small/Mid Cap Equity: $3.32 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $4.49 billion (CAD)
U.S. Small/Mid Cap Equity: $7.23 billion (CAD)
Global Small/Mid Cap Equity: $6.34 billion (CAD)

Current Thresholds – Mar 31, 2013

Dividend Yield: 3.12%
Canadian Small/Mid Cap Equity: $3.26 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $4.38 billion (CAD)
U.S. Small/Mid Cap Equity: $6.97 billion (CAD)
Global Small/Mid Cap Equity: $6.06 billion (CAD)

2012

Current Thresholds – Dec 31, 2012

Dividend Yield: 4.01%
Canadian Small/Mid Cap Equity: $3.2 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $4.3 billion (CAD)
U.S. Small/Mid Cap Equity: $6.8 billion (CAD)
Global Small/Mid Cap Equity: $6.0 billion (CAD)

Current Thresholds – Sep 30, 2012

Dividend Yield: 3.92%
Canadian Small/Mid Cap Equity: $3.2 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $4.2 billion (CAD)
U.S. Small/Mid Cap Equity: $6.6 billion (CAD)
Global Small/Mid Cap Equity: $5.8 billion (CAD)

Current Thresholds – Jun 30, 2012

Dividend Yield: 3.83%
Canadian Small/Mid Cap Equity: $3.1 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $4.1 billion (CAD)
U.S. Small/Mid Cap Equity: $6.3 billion (CAD)
Global Small/Mid Cap Equity: $5.6 billion (CAD)

Current Thresholds – Mar 31, 2012

Dividend Yield: 3.73%
Canadian Small/Mid Cap Equity: $3.1 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $4.0 billion (CAD)
U.S. Small/Mid Cap Equity: $6.3 billion (CAD)
Global Small/Mid Cap Equity: $5.4 billion (CAD)

2011

Current Thresholds – Dec 31, 2011

Dividend Yield: 3.72%
Canadian Small/Mid Cap Equity: $3.0 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $3.9 billion (CAD)
U.S. Small/Mid Cap Equity: $6.0 billion (CAD)
Global Small/Mid Cap Equity: $5.1 billion (CAD)

Current Thresholds – Sep 30, 2011

Dividend Yield: 3.69%
Canadian Small/Mid Cap Equity: $2.9 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $3.8 billion (CAD)
U.S. Small/Mid Cap Equity: $5.9 billion (CAD)
Global Small/Mid Cap Equity: $5.0 billion (CAD)

Current Thresholds – Jun 30, 2011

Dividend Yield: 3.62%
Canadian Small/Mid Cap Equity: $2.8 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $3.7 billion (CAD)
U.S. Small/Mid Cap Equity: $5.8 billion (CAD)
Global Small/Mid Cap Equity: $4.9 billion (CAD)

Current Thresholds – Mar 31, 2011

Dividend Yield: 3.60%
Canadian Small/Mid Cap Equity: $2.7 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $3.6 billion (CAD)
U.S. Small/Mid Cap Equity: $5.6 billion (CAD)
Global Small/Mid Cap Equity: $4.8 billion (CAD)

2010

Current Thresholds – Dec 31, 2010

Dividend Yield: 3.61%
Canadian Small/Mid Cap Equity: $2.6 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $3.5 billion (CAD)
U.S. Small/Mid Cap Equity: $5.5 billion (CAD)
Global Small/Mid Cap Equity: $4.7 billion (CAD)

Current Thresholds – Sep 30, 2010

Dividend Yield: 3.62%
Canadian Small/Mid Cap Equity: $2.5 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $3.4 billion (CAD)
U.S. Small/Mid Cap Equity: $5.4 billion (CAD)
Global Small/Mid Cap Equity: $4.6 billion (CAD)

Current Thresholds – Jun 30, 2010

Dividend Yield: 3.58%
Canadian Small/Mid Cap Equity: $2.5 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $3.4 billion (CAD)
U.S. Small/Mid Cap Equity: $5.5 billion (CAD)
Global Small/Mid Cap Equity: $4.6 billion (CAD)

Current Thresholds – Mar 31, 2010

Dividend Yield: 3.53%
Canadian Small/Mid Cap Equity: $2.5 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $3.4 billion (CAD)
U.S. Small/Mid Cap Equity: $5.6 billion (CAD)
Global Small/Mid Cap Equity: $4.7 billion (CAD)

2009

Current Thresholds – Dec 31, 2009

Dividend Yield: 3.54%
Canadian Small/Mid Cap Equity: $2.5 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $3.4 billion (CAD)
U.S. Small/Mid Cap Equity: $5.6 billion (CAD)
Global Small/Mid Cap Equity: $4.7 billion (CAD)

Current Thresholds – Sep 30, 2009

Dividend Yield: 3.50%
Canadian Small/Mid Cap Equity: $2.6 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $3.6 billion (CAD)
U.S. Small/Mid Cap Equity: $5.7 billion (CAD)
Global Small/Mid Cap Equity: $4.9 billion (CAD)

Current Thresholds – Jun 30, 2009

Dividend Yield: 3.39%
Canadian Small/Mid Cap Equity: $2.8 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $3.8 billion (CAD)
U.S. Small/Mid Cap Equity: $5.9 billion (CAD)
Global Small/Mid Cap Equity: $4.9 billion (CAD)

Current Thresholds – Mar 31, 2009

Dividend Yield: 3.20%
Canadian Small/Mid Cap Equity: $3.0 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $4.0 billion (CAD)
U.S. Small/Mid Cap Equity: $6.3 billion (CAD)
Global Small/Mid Cap Equity: $5.1 billion (CAD)

2008

Current Thresholds – Dec 31, 2008

Dividend Yield: 2.46%
Canadian Small/Mid Cap Equity $3.3 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $4.3 billion (CAD)
U.S. Small/Mid Cap Equity: $6.7 billion (CAD)
Global Small/Mid Cap Equity: $5.4 billion (CAD)

Current Thresholds – Sep 30, 2008

Dividend Yield: 2.82%
Canadian Small/Mid Cap Equity $3.8 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $4.8 billion (CAD)
U.S. Small/Mid Cap Equity: $7.0 billion (CAD)
Global Small/Mid Cap Equity: $6.0 billion (CAD)

Current Thresholds – Jun 30, 2008

Dividend Yield: 2.44%
Canadian Small/Mid Cap Equity $3.8 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $4.8 billion (CAD)
U.S. Small/Mid Cap Equity: $7.0 billion (CAD)
Global Small/Mid Cap Equity: $6.0 billion (CAD)

Current Thresholds – Mar 31, 2008

Dividend Yield: 2.49%
Canadian Small/Mid Cap Equity $3.8 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $4.8 billion (CAD)
U.S. Small/Mid Cap Equity: $7.0 billion (CAD)
Global Small/Mid Cap Equity: $6.0 billion (CAD)

2007

Current Thresholds – Dec 31, 2007

Dividend Yield: 2.48%
Canadian Small/Mid Cap Equity $4.0 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $4.9 billion (CAD)
U.S. Small/Mid Cap Equity: $7.0 billion (CAD)
Global Small/Mid Cap Equity: $6.0 billion (CAD)