| Fund Name | Category Name |
| Coleman Wealth Balanced Growth Fund | Canadian Neutral Balanced |
| Common Sense Asset Builder Fund III | 2030 Target Date Portfolio |
| Common Sense Asset Builder Fund IV | 2040 Target Date Portfolio |
| Common Sense Asset Builder Fund V | 2045+ Target Date Portfolio |
| Common Sense Asset Builder Fund VI | 2045+ Target Date Portfolio |
| Common Sense Asset Builder Fund VII | 2045+ Target Date Portfolio |
| Compass Alternative Asset Fund Series C | Alternative Other |
| Compass Balanced Growth Portfolio Series A | Global Equity Balanced |
| Compass Balanced Portfolio Series A | Global Neutral Balanced |
| Compass Conservative Balanced Portfolio Series A | Canadian Fixed Income Balanced |
| Compass Conservative Portfolio Series A | Canadian Fixed Income Balanced |
| Compass Growth Portfolio Series A | Global Equity Balanced |
| Compass Maximum Growth Portfolio Series A | Global Equity |
| Concentric Black Creek Global Leaders GIF 75/75 | Global Equity |
| Concentric Black Creek Int Eqty GIF 75/75 | International Equity |
| Concentric Cambridge Asset Allocation GIF 75/75 | Tactical Balanced |
| Concentric Cambridge Canadian Dividend GIF 75/75 | Canadian Dividend & Income Equity |
| Concentric Cambridge Canadian Equity GIF 75/75 | Canadian Focused Equity |
| Concentric Cambridge Global Smaller Companies GIF 75/75 | Global Small/Mid Cap Equity |
| Concentric CI Int Value GIF 75/75 | International Equity |
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