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:

2018

Current Thresholds – Jun 30, 2018

Dividend Yield: 3.16%
Canadian Small/Mid Cap Equity: $3.583 billion (CAD)
Canadian Focused Small/Mid Cap Equity: $5.923 billion (CAD)
U.S. Small/Mid Cap Equity: $11.385 billion (CAD)
Global Small/Mid Cap Equity: $12.939 billion (CAD)

    Current Thresholds – Mar 31, 2018

    Dividend Yield: 3.16%
    Canadian Small/Mid Cap Equity $3.584 billion (CAD)
    Canadian Focused Small/Mid Cap Equity: $5.924 billion (CAD)
    U.S. Small/Mid Cap Equity: $11.385 billion (CAD)
    Global Small/Mid Cap Equity: $12.407 billion (CAD)

    2017

    Current Thresholds – Dec 31, 2017

    Dividend Yield: 3.16%
    Canadian Small/Mid Cap Equity: $3.604 billion (CAD)
    Canadian Focused Small/Mid Cap Equity: $5.869 billion (CAD)
    U.S. Small/Mid Cap Equity: $11.153 billion (CAD)
    Global Small/Mid Cap Equity: $11.810 billion (CAD)

      Current Thresholds – Sep 30, 2017

      Dividend Yield: 3.18%
      Canadian Small/Mid Cap Equity: $3.605 billion (CAD)
      Canadian Focused Small/Mid Cap Equity: $5.801 billion (CAD)
      U.S. Small/Mid Cap Equity: $10.924 billion (CAD)
      Global Small/Mid Cap Equity: $11.246 billion (CAD)

      Current Thresholds – Jun 30, 2017

      Dividend Yield: 3.19%
      Canadian Small/Mid Cap Equity: $3.669 billion (CAD)
      Canadian Focused Small/Mid Cap Equity: $5.789 billion (CAD)
      U.S. Small/Mid Cap Equity: $10.738 billion (CAD)
      Global Small/Mid Cap Equity: $10.952 billion (CAD)

      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)