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  •  Dow Up 0.15% Nasdaq Up 0.36%

    BMO Large-Cap Growth Y (MASTX)

    16.14 Up 0.07(0.44%) Dec 19
    Prev Close:16.07
    YTD Return*:15.48%
    Net Assets*:245.73M
    Yield*:0.18%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for MASTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL5.4145.33
    GILD3.4136.07
    VZ3.274.29
    MSFT2.8232.61
    QCOM2.800.92

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:245.73M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.24%

    Performance & Risk

    YTD Return:15.48%
    5y Avg Return:16.21%
    Rank in Category (ytd):6
    % Rank in Category (ytd):0.35%
    Beta (3y):1.03
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks capital appreciation. The fund invests at least 80% of its assets in common stocks of large-sized U.S. companies similar in size, at the time of purchase, to those within the Russell 1000® Growth Index. The Adviser selects stocks using a unique, quantitative, growth-oriented approach and looks for high quality companies with sustainable earnings growth that are available at reasonable prices. View More
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