Morningstar Star Ratings (Class-Y)
Morningstar, Inc., a leading provider of mutual fund industry data, classifies all funds in their appropriate investment category and monitors fund performance at the share class level. Please click on a link below for information regarding Morningstar Star Ratings for the BMO Funds.
Morningstar Star Ratings (Class-Y) (PDF)
For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.
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The information presented is for general information only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Information has been obtained from sources we consider to be reliable, but we cannot guarantee accuracy. Please consult your tax or financial advisor for additional information concerning your specific situation. Past performance is not necessarily a guide to future performance.