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Fund Profile
| Net Assets ($MM) (Oct 30, 2009) |
$3,902.6 |
| Price (Nov 20, 2009) |
$40.5671 |
| YTD Return (Oct 31, 2009) |
12.19% |
| 12 Month Low/High |
$28.8276 / $41.0187 |
| Management Expense Ratio (MER) |
Sep 30, 2008 1.71% |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
October 3, 1994 |
| Baycom# |
BMO146 |
| Fundata# |
BOM*DIV |
| Minimum Initial Investment |
$500 |
| Minimum Additional Investments |
$50 |
| Continuous Savings Plan (CSP) Amount |
$50 min / month |
Related Links / Downloads
Prospectuses,
Financial Reports & Other Important
Information
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Who Should Buy This Fund?
Consider this fund if
- you are seeking to maximize your after-tax income in
your non-registered account
- you want a dividend fund that focuses on established
Canadian companies
- you're comfortable with medium investment risk.
Investment Objectives and Strategies
This fund's objective is to achieve a high level of after-tax return,
including dividend income and capital gains, from growth in the value of your
investment by investing primarily in dividend-yielding common and preferred
shares of established Canadian companies.
The
portfolio manager uses a bottom-up fundamental investment process to identify
attractively priced equities. This process includes analyzing financial
statements, company management and valuations, with an emphasis on companies
that generate stable and predictable cash flows.
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