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PerformancePeriod Ending:
table shows past performances of fund by year since inception

YTD

3mo

1yr

3yr

5yr

10yr

20yr

30yr

Since Inception

Fund ProfileFund Profile
Fund Profile

Net Assets ($MM) ()

$

Price ()

$

YTD Return ()

%

12 Month Low/High

$/$

Management Expense Ratio (MER)

%

Eligibility

Date Started

Baycom#

Fundata#

Minimum Initial Investment

$

Minimum Additional Investments

$

Continuous Savings Plan (CSP) Amount

$ min / month

Fund Facts
Prospectus and Financial Reports

Sector Allocation/Top Ten Holdings

Period Ending:
pie chart shows percentage divisions of fund allocation by company name
Sector Allocation/Top Ten Holdings

Company

% of Assets

Performance details

table shows details of fund performance including yield rate

Net Assets ($MM) ()

$

12 Month Low/High

$/$

Distribution Date

Distribution Amount

$

Reinvestment Price

$

Distribution Frequency

Current Yield†

Effective Yield§

Yield as of Date

Historical distributions
Daily fund pricePrice History
table shows fund's price history within the past day

Unit price as of

$

1 Day Dollar Change

$

1 Day Percent Change

%

Performance year-by-year

bar graph shows percentage rate of fund’s performance by year

Performance growth of $10,000

graph shows comparative performance rate of price in increments of $10,000

Management Team

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    BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal. Commissions, trailing commissions (if applicable) , management fees and expenses all may be associated with mutual fund investments. Please read the fund facts or prospectus of the relevant mutual fund before investing. The indicated rates of return are the historical annual compounded total returns for the period indicated including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The payment of distributions is not guaranteed and may fluctuate, and should not be confused with a fund’s performance, rate of return, or yield. If distributions paid by the fund are greater than the performance of the fund, your original investment will shrink. Please refer to the fund’s distribution policy in the prospectus. For a summary of the risks of an investment in BMO Mutual Funds, please see the specific risks set out in the prospectus.