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 Segregated Fund I
CI U.S. MidCap Divid Idx ETF NH (UMI.B)
CI U.S. Small/Mid Cap Equity Corporate Class A
CI U.S. Small/Mid Cap Equity Fund Series A
CI U.S. Small/Mid Cap Equity Private Pool Series A
CIBC U.S. Small Companies Fund Class A
Clarica MVP Growth Fund (Group 1 100/100)
Clarica MVP U.S. Small/Mid Cap Equity Fund
Clarica SF CI U.S. Small/Mid Cap Equity Fund
CRIMSON Capital Growth Fund LP Class F
Desjardins American Mid Cap Equity Index ETF (DMID)
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 U.S. Small/Mid Cap Core Institutional Trust
First Trust SMID Cap Rising Div Ach ETF (SDVY)
First Trust Vest SMID Rising Dividend Achievers Target Income ETF
Formula Growth Fund - 001
Franklin U.S. Mid Cap Multifactor Index ETF (FMID)
Global X Russell 2000 Covered Call ETF (RSCC)
Global X Russell 2000 Index ETF C$ (RSSX)
Global X Russell 2000 Index ETF U$ (RSSX.U)
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 II
IG Mackenzie U.S. Small-Mid Cap Growth Fd C NL
IG Mackenzie U.S. Small-Mid Cap Growth Fd II B
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
Lysander Pembroke U.S. Small Mid Cap Fund Ser A
Mackenzie US Mid Cap Opp Curr Neut Fd A
Mackenzie US Mid Cap Opportunities Fund Series A
Mackenzie US Small Cap Fund
Mackenzie US Small Cap 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
Manulife Multifactor US Mid Cap Idx ETF Hgd (MUMC)
Manulife Multifactor US Sm Cap Idx ETF Hgd (MUSC)
Manulife U.S. Mid-Cap Equity Fund Advisor Series
Manulife U.S. Mid-Cap Equity GIF Sel InvP 77
Mawer U.S. Mid Cap Equity Fund Series A
Pembroke American Growth Fund Inc.
Pembroke Concentrated Fund Class A Units
Pembroke U.S. Growth Pooled Fund C$
Pembroke US Growth
Pender US Small/Mid Cap Equity Fund Class A
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
U.S. Equity Small Cap Corporate Class A
U.S. Equity Small Cap Pool Series W
