Fixed Income Funds (Class-Y)

Fixed income funds employ a disciplined approach designed to capture excess returns. The BMO Funds portfolio management teams seek to add value by evaluating the risk-return characteristics of individual securities in a wide range of sectors, and manage risk through diversification and on-going credit analysis. The investment process involves methodically evaluating sectors offering the greatest opportunity given the economic climate, and selecting securities based on current and historical spread relationships. The duration of securities in the portfolio is managed relative to market benchmarks and trends in interest rates. The team identifies what it believes is the optimal positioning along the yield curve and manages the portfolio based on its assessment of current and anticipated changes in interest rates.


BMO Ultra Short Tax-Free Fund Fact Sheet Portfolio Holdings
BMO Short-Term Income Fund Fact Sheet Portfolio Holdings
BMO Short-Intermediate Bond Fund Fact Sheet Portfolio Holdings
BMO Intermediate Tax-Free Fund Fact Sheet Portfolio Holdings
BMO Government Income Fund Fact Sheet Portfolio Holdings
BMO TCH Corporate Income Fund Fact Sheet Portfolio Holdings
BMO Aggregate Bond Fund Fact Sheet Portfolio Holdings
BMO TCH Core Plus Bond Fund Fact Sheet Portfolio Holdings
BMO Monegy High Yield Bond Fund Fact Sheet Portfolio Holdings


The BMO Funds offers you an array of mutual funds that spans the risk-reward spectrum. You can choose from three money market funds to meet short-term financial goals, or you can build a diversified portfolio with 23 actively managed fixed income and equity funds designed to achieve your long-term goals. 

The Funds range from conservative to 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.