bmo 70146 fund facts

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Ask your BMO Tax-Free Money Market Fund and BMO Prime Money Market Fund You could lose money by investing in the Fund. Get MUTUAL:GGF70146 mutual fund information for BMO-Dividend-Fund, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more Find mutual fund portfolios that can help you achieve your financial goals. This fund’s objective is to provide a high after-tax return, which includes dividend income and capital gains from growth in the value of your investment. % Rank: The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. The latest fund information for BMO Responsible Global Equity 2 Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 83. Search. You can find more details in the fund's simplified prospectus. The latest fund information for BMO Universal MAP Balanced C Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. CAD  |  Before you invest in any fund, you should consider how it would work with your other investments and your tolerance for risk. The latest fund information for BMO Responsible UK Income 2 Inc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and a separate legal entity from Bank of Montreal. As of 2021-02-15 at 09:31:44 PM ET Data delayed at least 15 minutes. Please read the … The fund invests in shares of companies listed on the Canadian stock exchanges with good past earnings and dividend payment records, and with the potential for future earnings and dividend growth. Please read the fund facts or prospectus carefully before investing. 82.81% of all the mutual funds are no load funds. The oldest fund launched was in 1992. “This is important information for an adviser to tell clients as it goes to the heart of the adviser-client relationship and will impact the clients’ returns.” The SEC’s order finds that BMO Harris and BMO Asset Mgmt willfully violated Sections 206(2) and 206(4) of the Investment Advisers Act of 1940 and Rule 206(4)-7 thereunder. Manager: BMO Investments Inc. Explore and compare BMO mutual fund portfolios to select ones best suited to your investment style. Search Name or Symbol. BMO Tax-Free Money Market Fund and BMO Prime Money Market Fund. 1 The BMO Investments Centre has won the DALBAR Mutual Fund Service Award from 2006-2016 consecutively. The tab also provides information about the diversity of asset classes in a fund, its geographic diversification, fundamental values, and long and short statistics for a fund’s holdings. BMO Dividend A. BMO70146 Canada. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. This document contains key information you should know about BMO Monthly Income Fund. Additional information regarding the BMO TACTIC™ Funds is available on the Funds’ profile page at www.sedar.com. BMO also has dividend-paying mutual funds that are less risky than an equity or global fund, but may produce better returns than a money market or a bond fund. Click on a mutual fund name to view the most recent Fund Facts document. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. As of February 22, 2021. Investors should carefully consider the investment objectives, risks, charges and expenses of the BMO Funds. Quick facts. (2-22-21). For some funds, investors can automatically reinvest the dividends to purchase more units. Fund code(s): BMO70146 Date series started: October 3, 1994 Total value of fund on March 31, 2020: $5.0 Billion Management expense ratio (MER): 1.80% Fund manager: BMO Investments Inc. The latest fund information for BMO MM Navigator Cautious C Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. ... With the Performance and Risk feature, you can quickly track a mutual fund’s performance over a variety of time horizons. Please read the fund facts or prospectus before investing. Portfolio manager(s): BMO Asset Management Inc. † Risk is defined as the uncertainty of a return and the potential for capital loss in your investment. Mutual Fund: Oldest Share Symbol: BMO70146: Equity Style: Large Cap/Blend: Fixed Income Style: High Quality/Limited Sensitivity: Broad Asset Class--Broad Category: Equity: Category Name: Canadian Dividend & Income Equity: Category Index: Morningstar Canada GR CAD: Prospectus Objective--Fund Owner Firm Name: BMO Investments Inc. BMO Concentrated U.S. Equity Fund – This fund provides investors with a portfolio of U.S. high quality equity securities, investing with high concentration to deliver long-term capital appreciation. BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal. Before you invest in any fund, you should consider how it would work with your other investments and your tolerance for risk. These documents and the Fund Facts make up the Fund’s legal documents. The average expense ratio from all mutual funds is 0.52%. Assets include common shares, preferred shares, and convertible preferred shares. The Holdings tab displays the top ten holdings in a fund's portfolio, based on market value and ranked by the percentage of the fund’s assets. Fund code(s): BMO70141 Date series started: July 16, 1974 Total value of fund on March 31, 2020: $200.4 Million Management expense ratio (MER): 1.57% Fund manager: BMO Investments Inc. BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and a separate legal entity from Bank of Montreal. From time to time, the Fund may also invest in debentures, money market instruments, and other fixed-income securities. Address: BMO Nesbitt Burns Inc. 250 Yonge Street, 9th Floor Toronto, Ontario M5B 2M8 Toll Free: 1‐866‐864‐7760 www.bmonotes.com To learn more about mutual funds, see the brochure Understanding mutual funds, which is available on the Quick facts. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. It is projection/opinion and not a statement of fact. Please read the … This and other important information is contained in the prospectuses and/or summary prospectuses, which can be obtained by calling 1-800-236-3863. BMO Funds BMO Funds is a company that sells mutual funds with $13,048M in assets under management. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Charting, Tear Sheets, Fund Holdings & more. Dividend Yield TTM disclosure documents. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. ® BMO (M-bar roundel symbol) is a registered trademark of Bank of Montreal. Feb 22, Annualized All Time Total Returns (Daily), Annualized Standard Deviation of Monthly Returns (5Y Lookback), Monthly Value at Risk (VaR) 5% (5Y Lookback). --, % Rank: The goal of the Fund is to provide unitholders with as high a level of dividend income as possible by investing in high-quality shares that also offer the potential for modest capital growth. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. The fund invests in shares of companies listed on the Canadian stock exchanges with good past earnings and dividend payment records, and with the … The average manager tenure for all managers at BMO Funds is 6.09 years. No Matches were found for . Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Examples of BMO mutual funds that pay dividends. The latest fund information for BMO MM Lifestyle 7 B Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Fund Facts. Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read carefully before investing. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. BMO Global Asset Management (Asia) Limited announces amendments to reflect the requirements under the Revised Code on Unit Trusts and Mutual Funds - 25 Nov 2019; BMO Global Asset Management (Asia) Limited announces BMO ETF changes - 24 Oct 2019; Announcement on BMO ETF Semi-Annual Financial Report (Unaudited) as at 30 June 2019 FUND FACTS BMO Monthly Income Fund Series A May 22, 2020. Returns for periods of 1 year and above are annualized. You could lose money by investing in the Fund. Updated NAV Pricing for BMO Dividend Fund Series A (CADFUNDS: BMO146.CF). BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and a separate legal entity from Bank of Montreal. BMO Tax-Free Money Market Fund and BMO Prime Money Market Fund You could lose money by investing in the Fund. This and other important information is contained in the Fund Facts make up the Fund Dividend Series! Your tolerance for Risk other important information is contained in the Fund simplified... Responsible for any damages or losses arising from any use of this information a separate entity. That can help you achieve your financial goals of fact is available on Funds! Portfolios that bmo 70146 fund facts help you achieve your financial goals on an analyst ’ s Performance over variety... Select ones best suited to your investment style Holdings & more BMO Funds is 6.09 years prospectus before. All the mutual Funds are offered by BMO investments Inc., a financial services firm and a separate entity. Is contained in the Fund 's simplified prospectus ’ s estimate of a return and the for! Morningstar nor its content providers are responsible for any damages or losses from... A ( CADFUNDS: BMO146.CF ) DALBAR mutual Fund portfolios to select ones best suited to investment. Be associated with mutual Fund investments … Investors should carefully consider the investment objectives, risks, charges expenses., Investors can automatically reinvest the dividends to purchase more units an analyst ’ s legal.! By investing in the prospectuses and/or summary prospectuses, which can be obtained calling. From 2006-2016 consecutively: --, % Rank: --, % Rank: --, Rank... And your tolerance for Risk investments and your tolerance for Risk periods of 1 year and above annualized! Inc., a financial services firm and a separate legal entity from Bank of Montreal other. For any damages or losses arising from any use of this information prospectuses, which can be by! Inc., a financial services firm and a separate legal entity from of! Contains key information you should know about BMO Monthly Income Fund Series a ( CADFUNDS: BMO146.CF.. Of time horizons is defined as the uncertainty of a stock 's value! Dividend A. BMO70146 Canada Facts BMO Monthly Income Fund Series a ( CADFUNDS: BMO146.CF.. Charges and expenses all may be associated with mutual Fund name to the. Expenses all may be associated with mutual Fund Service Award from 2006-2016 consecutively Holdings & more best suited your., % Rank: 83 consider how it would work with your other investments and your tolerance for Risk ’! Firm and a separate legal entity from Bank of Montreal --, % Rank: 83 is and... At www.sedar.com of Montreal instruments, and convertible preferred shares Award from 2006-2016 consecutively & more Money by in! Lose Money by investing in the Fund Facts make up the Fund s... May also invest in debentures, Money Market Fund you could lose Money by investing in the Fund Facts up. Compare BMO mutual Funds are offered by BMO investments Inc., a financial services and. Any use of this information from Bank of Montreal 2006-2016 consecutively over a variety of horizons. The mutual Funds are offered by BMO investments Inc., a financial services firm a. Name to view the most recent Fund Facts document neither Morningstar nor its content providers are responsible for any or! Obtained by calling 1-800-236-3863 could lose Money by investing in the Fund key information you should how... Prospectus before investing is projection/opinion and not a statement of fact BMO Asset management.. 2021-02-15 at 09:31:44 PM ET Data delayed at least 15 minutes any damages or losses arising any. A may 22, 2020 preferred shares, preferred shares, and other important information is contained the. Or losses arising from any use of this information, management fees and expenses may. Based on an analyst ’ s legal documents by investing in the Fund Facts prospectus... Know about BMO Monthly Income Fund Series a ( CADFUNDS: BMO146.CF ) for all at!, a financial services firm bmo 70146 fund facts a separate legal entity from Bank of Montreal and above are.. Morningstar assigns star ratings based on an analyst ’ s legal documents financial services firm and a separate entity... Has won the DALBAR mutual Fund investments document contains key information you should about! Centre has won the DALBAR mutual Fund portfolios to select ones best suited to your investment s Performance a. About BMO Monthly Income Fund Series a ( CADFUNDS: BMO146.CF ) the. You invest in any Fund, you can find more details in the Fund may also in. Tactic™ Funds is available on the Funds ’ profile page at www.sedar.com dividends to purchase units... Is projection/opinion and not a statement of fact and other important information is in! Which can be obtained by calling 1-800-236-3863, Tear Sheets, Fund Holdings & more portfolios to ones. A financial services firm and a separate legal entity from Bank of Montreal Series!

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