Funds in the U.S. Small/Mid Cap category must invest at least 90% of their equity holdings in securities domiciled in the United States such that their average market capitalization is within the U.S. small/mid cap threshold.
AGF North American Small-Mid Cap Fund Series PAGF U.S. Small-Mid Cap Fund ETF (ASMD)
AGF U.S. Small-Mid Cap Fund Mutual Fund Series
Assumption/TD U.S. Small Cap Equity D 75/75
Beneva Fisher ESG U.S. Small Cap Equity GIF
Beneva U.S. Small-Mid Cap Equity (AGF)
Beneva Universal Life Sml Cap US Equ S&P Sm Cp 600
BlackRock CDN Russell 3000 Index Non-Taxable
BlackRock MidCap Index
BlackRock Russell 2000 Alpha Tilts
BlackRock Russell 2000 Index
BMO Private U.S. Special Equity Portfolio
BMO S&P US Mid Cap Index ETF (ZMID)
BMO S&P US Small Cap Index ETF (ZSML)
BMO U.S. Small Cap Fund Series A
CAN U.S. Mid Cap Gro 75/75
Canada Life US Small-Mid Cap Growth Fund A
CI American Small Companies Corporate Cl A
CI American Small Companies Fund Series A
CI American Small Companies Segregated Fund I
CI WisdomTree U.S. MidCap Divid Idx ETF NH (UMI.B)
CIBC U.S. Small Companies Fund Class A
Clarica MVP Growth Fund
Clarica MVP Small Cap American Fund
Clarica SF CI American Small Companies Fund
CRIMSON Capital Growth Fund LP Class F
Desjardins Sustainable American Small Cap Equ Fd A
Dynamic Active U.S. Mid-Cap ETF (DXZ)
Fidelity Small Cap America Class Series B
Fidelity Small Cap America Currency Neut Cl B
Fidelity Small Cap America Fund Series B
Fidelity Small Cap America System Cur Hgd Fd A
Fidelity U.S. Small/Mid Cap Core Institutional Trust
Formula Growth Fund - 001
GWL U.S. M C Grth NL
Hillsdale US Micro Cap Equity Fund A U$ - STD
Hillsdale US Small Cap Equity Fund Series A U$
IG Mackenzie U.S. Opportunities Fund C
IG Mackenzie U.S. Opportunities Fund II
IG Mackenzie U.S. Opportunities Fund II A
Invesco Main Street U.S. Small Cap Class Series A
iShares S&P U.S. Mid-Cap Index ETF (XMC)
iShares S&P U.S. Small-Cap Index ETF (XSMC)
iShares S&P U.S. Small-Cap Index ETF C$-Hgd (XSMH)
iShares U.S. Small Cap Index ETF C$ Hgd (XSU)
La Capitale American Equity Small-Mid Cap (AGF)
La Capitale US Eq Small-Mid Cap
Laurus US Small Cap Fund
Leith Wheeler U.S. Small/Mid-Cap Equity Fund Sr F
Leith Wheeler US Small/Mid-Cap Equity F
London Life U.S. M C Grth
Mackenzie US Mid Cap Opp Curr Neut Fd A
Mackenzie US Mid Cap Opportunities Fund Series A
Mackenzie US Small-Mid Cap Growth Fd Ser A
Mackenzie US Small-Mid Cap Growth Fd Ser LB
Mackenzie US Small-Mid Cap Grw Cur Neut Fd A
Mackenzie USD US Mid Cap Opportunities Fund A
Mackenzie USD US Mid Cap Opportunities Fund FB5
Manulife Multifactor US Mid Cap Idx ETF Hgd (MUMC)
Manulife Multifactor US Sm Cap Idx ETF Hgd (MUSC)
Manulife U.S. Dollar U.S. Mid-Cap Equity Fd Adv U$
Manulife U.S. Mid-Cap Equity Fund Advisor Series
Manulife U.S. Mid-Cap Equity GIF Select InvP
Mawer U.S. Mid Cap Equity Fund Series A
Pembroke American Growth Fund Inc.
Pembroke Concentrated Fund Class A Units
Pembroke Concentrated Fund Class UA
Pembroke Concentrated Fund Class UF
Pembroke U.S. Growth Pooled Fund C$
Pembroke U.S. Growth Pooled Fund U$
Pembroke US Growth
Radiant U.S. Smaller Companies Fund, LLC
RBC O'Shaughnessy U.S. Growth Fund II Series A
RBC O'Shaughnessy U.S. Growth Fund Series A
RBC Private U.S. Small-Cap Equity Pool Series F
RBC U.S. Mid-Cap Growth Equity Curr Neut Fund A
RBC U.S. Mid-Cap Growth Equity Fund Series A
RBC U.S. Mid-Cap Value Equity Fund Series A
RBC U.S. Small-Cap Core Equity Fund Series A
RBC U.S. Small-Cap Value Equity Fund Series A
Schroder ISF US Smaller Companies Impact
SEI U.S. Small Company Equity Fund Class O
Sun GIF Solutions Sun MFS US Mid Cap Growth Inv A
TD Q U.S. Small-Mid-Cap Equity ETF (TQSM)
TD U.S. Mid-Cap Growth Class - Investor Series
TD U.S. Mid-Cap Growth Currency Neutral Fund - Inv
TD U.S. Mid-Cap Growth Fund - Investor Series
TD U.S. Small-Cap Equity Fund - Inv
Tonus U.S Small Cap Equity Fund Class A
US Equity Small Cap Corporate Class A
US Equity Small Cap Pool Class W
