Summary Prospectus (Class-Y)

The SEC has adopted amendments intended to improve mutual fund disclosure by providing a plain-English summary of important fund information to investors in the form of a Summary Prospectus.

Click on the links below to view PDFs of the Summary Prospectus for the various BMO Funds. You can also access the Statutory Prospectus, Statement of Additional Information, Annual Report and Semi-Annual Report for the BMO Funds on this page.

Equity Funds
BMO Large-Cap Value Fund Summary Prospectus
BMO Dividend Income Fund Summary Prospectus
BMO Large-Cap Growth Fund Summary Prospectus
BMO Large-Cap Focus Fund Summary Prospectus
BMO Mid-Cap Value Fund Summary Prospectus
BMO Mid-Cap Growth Fund Summary Prospectus
BMO Small-Cap Value Fund Summary Prospectus
BMO Small-Cap Growth Fund Summary Prospectus
BMO Pyrford International Stock Fund Summary Prospectus
BMO Lloyd George Emerging Markets Equity Fund Summary Prospectus

 

Balanced Funds
BMO Pyrford Global Strategic Return Fund Summary Prospectus

 

Fixed Income Funds
BMO Ultra Short Tax-Free Fund Summary Prospectus
BMO Short-Term Income Fund Summary Prospectus
BMO Short-Intermediate Bond Fund Summary Prospectus
BMO Intermediate Tax-Free Fund Summary Prospectus
BMO Government Income Fund Summary Prospectus
BMO TCH Corporate Income Fund Summary Prospectus
BMO Aggregate Bond Fund Summary Prospectus
BMO TCH Core Plus Bond Fund Summary Prospectus
BMO Monegy High Yield Bond Fund Summary Prospectus

 

Money Market Funds
BMO Government Money Market Fund Summary Prospectus
BMO Tax-Free Money Market Fund Summary Prospectus
BMO Prime Money Market Fund Summary Prospectus


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.