Fixed Income Funds (Class-I, 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.
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BMO Ultra Short Tax-Free Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
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BMO Short-Term Income Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
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BMO Short-Intermediate Bond Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
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BMO Intermediate Tax-Free Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
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BMO Government Income Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
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BMO TCH Corporate Income Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
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BMO Aggregate Bond Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
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BMO TCH Core Plus Bond Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
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BMO Monegy High Yield Bond Fund | Fact Sheet (Class-I) |
Fact Sheet (Class-Y) |
Portfolio Holdings |
The BMO Funds offers institutional investors an array of 23 mutual funds that spans the risk-reward spectrum. Corporations, endowments and foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals have looked to M&I Investment Management Corp., adviser to The BMO Funds, for asset management expertise for more than 35 years.
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.
