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BMO Equity Index Fund How to buy
Fund Profile
Net Assets ($MM) (Oct 30, 2009) $385.6
Price (Nov 20, 2009) $35.1008
YTD Return (Oct 31, 2009) 23.33%
12 Month Low/High $22.7618 / $35.3199
Management Expense Ratio (MER) Sep 30, 2008 1%
Eligibility RRSP / RESP / RIF / TFSA / RDSP
Date Started May 2, 1988
Baycom# BMO144
Fundata# BOM*EQU
Minimum Initial Investment $500
Minimum Additional Investments $50
Continuous Savings Plan (CSP) Amount $50 min / month


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Prospectuses, Financial Reports & Other Important Information
Who Should Buy This Fund?

Consider this fund if
  • you prefer a fund that seeks to track the performance of the S&P/TSX Composite Total Return Index
  • you're looking for a core Canadian equity fund that focuses on established companies
  • you're comfortable with medium investment risk.


Investment Objectives and Strategies

This fund's objective is to track the performance of the S&P/TSX Composite Total Return Index.

The portfolio manager invests directly in equity securities and may also use derivatives to track the performance of the S&P/TSX Composite Total Return Index. Individual security weightings are maintained as closely as possible to the index and transaction costs are minimized by rebalancing only when necessary.
 
 
How to buy

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