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BMO SelectClass Growth Portfolio A (0P0000IL2T.TO)

Toronto - Toronto Delayed Price. Currency in CAD
21.180.00 (0.00%)
At close: 03:00PM EST

BMO SelectClass Growth Portfolio A

77 King Street West

Suite 4200

Management Information
,Lead Manager since August 31, 2014
Steve has 20 yrs’ experience in the investment industry, and currently serves as an investment strategist, focussing primarily on the asset allocation of BMO AM's fund of fund solutions. Steve has had senior roles in sales and product development, most recently as Vice President, Equity Strategies with BMO Investments Inc.. Steve holds an Honours BA from the Richard Ivey School of Business at the University of Western Ontario, and is a CFA charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyBMO Investments Inc.
Net Assets327.51M
YTD Return2.07%
Morningstar Rating★★★
Inception DateNov 20, 2017

Fund Operations

Last Dividend0.02
Last Cap GainN/A
Holdings Turnover9.73%
Average for CategoryN/A

Fees & Expenses

Expense0P0000IL2T.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A