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BMO Growth Opportunities Advisor (0P00015LYU.TO)

Toronto - Toronto Delayed Price. Currency in CAD
15.76-0.04 (-0.24%)
At close: 03:00PM EST

BMO Growth Opportunities Advisor

77 King Street West

Suite 4200

Management Information
David Taylor,Lead Manager since April 15, 2015
David is a Portfolio Manager for BMO Asset Management Inc.’s Canadian small cap strategies. He joined the firm in 2012 & started to engage in investment industry since 2003. Additionally,he has started to focuse exclusively on analyzing small & mid-cap companies since 2006. Prior to joining BMO AM, David worked in equity research where he covered multiple sectors. He holds an Honors of Business Administration (HBA) degree from the Richard Ivey School of Business at the Univ. 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

CategoryCanadian Focused Equity
Fund FamilyBMO Investments Inc.
Net Assets233.23M
YTD Return5.81%
Morningstar Rating★★★★
Inception DateApr 16, 2015

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover36.16%
Average for CategoryN/A

Fees & Expenses

Expense0P00015LYU.TOCategory Average
Annual Report Expense Ratio (net)2.16%1.80%
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