Equity Funds (Class-Y)

Equity funds focus on style consistency, a disciplined investment approach and long-term results. The BMO Funds offers you diversified, true-to-style investment vehicles ideal for implementing asset allocation strategies. The management team of each fund focuses on staying fully invested in their respective style box, managing risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles.

BMO Large-Cap Value Fund Fact Sheet Portfolio Holdings
BMO Dividend Income Fund Fact Sheet Portfolio Holdings
BMO Large-Cap Growth Fund Fact Sheet Portfolio Holdings
BMO Large-Cap Focus Fund Fact Sheet Portfolio Holdings
BMO Mid-Cap Value Fund Fact Sheet Portfolio Holdings
BMO Mid-Cap Growth Fund Fact Sheet Portfolio Holdings
BMO Small-Cap Value Fund Fact Sheet Portfolio Holdings
BMO Small-Cap Growth Fund Fact Sheet Portfolio Holdings
BMO Pyrford International Stock Fund Fact Sheet Portfolio Holdings
BMO Lloyd George Emerging Markets Equity Fund Fact Sheet Portfolio Holdings



Balanced Funds (Class-Y)

BMO Pyrford Global Strategic Return Fund Fact Sheet Portfolio Holdings

Investment Professionals can select from a range of mutual fund alternatives that span the risk-reward spectrum. The BMO Funds offer an array of 23 actively managed equity, fixed income and money market funds to build a diversified investment portfolio designed to achieve clients’ financial goals – for an emergency cash fund, wealth accumulation, college planning, retirement planning or post-retirement income.


The funds range from very conservative to very aggressive, offering a wide range of potential risk reward combinations. Across all of them, our focus is straightforward: generate consistent, investment out-performance over time.



An investment in money market funds is neither insured nor guaranteed by the FDIC or any other government agency. Although money market funds strive to maintain the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds.
The Fund's income may be subject to certain state and local taxes and, depending on an investor's tax status, the federal alternative minimum tax. Technology investing is subject to increased risk and volatility due to the nature of the technology sector. Small company investing is subject to a greater degree of risk and market volatility, and small companies have a higher risk of failure. International investing is subject to certain factors such as currency exchange-rate volatility, possible political, social or economic instability, foreign taxation, and differences in auditing and other financial standards that can involve increased risk and share-price volatility. Stocks of mid-capitalization companies are usually more volatile than shares of larger companies. High yield bond funds may have higher yields and are subject to greater credit, market and interest rate risk than higher-rated fixed-income securities.