bmo.com   |   site map   |   contact us   |   locate us   |   français   |   Chinese
BMO Mutual Funds
Sign In
Home > Investments > Mutual Funds > Mutual Funds List > BMO Equity Fund
GICs
Mutual Funds
Retirement – RSPs and RIFs
Education – RESPs
Disability - RDSPs
Tax-Free Savings Account (TFSA)
Continuous Savings Plan
Expand Your Knowledge
Getting Advice
 
BMO Equity Fund How to buy
Fund Profile
Net Assets ($MM) (Oct 30, 2009) $1,706.8
Price (Nov 20, 2009) $25.5942
YTD Return (Oct 31, 2009) 14.92%
12 Month Low/High $17.7173 / $25.7887
Management Expense Ratio (MER) Sep 30, 2008 2.28%
Eligibility RRSP / RESP / RIF / TFSA / RDSP
Date Started August 3, 1993
Baycom# BMO135
Fundata# BOM*CGF
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
Who Should Buy This Fund?

Consider this fund if
  • you're looking for a core Canadian equity fund for your portfolio
  • you're comfortable with medium investment risk.


Investment Objectives and Strategies

This fund's objective is to increase the value of your investment over the long term by investing in equities of well-established Canadian companies.

The portfolio manager uses a bottom-up fundamental investment process to identify attractively priced equities. This process includes the analysis of company financial statements, management and valuations.
 
 
How to buy

BMO InvestorLine | BMO Nesbitt Burns | BMO Harris Private Banking | Corporate Information | Investor Relations |
RSS/News Feeds | Careers | Business Banking | Legal | Security | Privacy | Codes of Conduct
A member of BMO Financial Group