Equity Funds (Class-I, 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.
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BMO Large-Cap Value Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
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BMO Dividend Income Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
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BMO Large-Cap Growth Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
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BMO Large-Cap Focus Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
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BMO Mid-Cap Value Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
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BMO Mid-Cap Growth Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
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BMO Small-Cap Value Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
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BMO Small-Cap Growth Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
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BMO Pyrford International Stock Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
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BMO Lloyd George Emerging Markets Equity Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
Balanced Funds (Class-I, Y)
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BMO Pyrford Global Strategic Return Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
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.
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.
