BMO Funds Fund Family Report
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  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-0.904.9510.76-3.138.98
    Category Average-0.514.2410.69-3.609.63
    Assets for Each Yr*7.556.707.717.187.77
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 8.98 5.11 4.04

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,768 mil $1,000 3.69 96.31
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 21.67 0.89 Average
    International Stock 3.8 13.37 1.05 Average
    Municipal Bond 3.1 33.87 0.46 Very Low
    Taxable Bond 3.9 8.89 0.63 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    BMO Pyrford Internat Anthony Cousins 7.70
    BMO Short-Term Incom Peter J. Arts 7.60
    BMO Large-Cap Growth Jason C. Hans 7.20
    BMO Large-Cap Value Jason C. Hans 7.20
    BMO Dividend Income Kenneth Conrad 6.40

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    BMO Alternative Stra Michael Dowdall 2.50
    BMO High Yield Bond Ronald J Salinas 2.50
    BMO Mid-Cap Growth I David A. Corris 3.00
    BMO Mid-Cap Value I David A. Corris 3.00
    BMO Small-Cap Growth David A. Corris 3.00