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Fund Profile
| Net Assets ($MM) (Oct 30, 2009) |
$15.9 |
| Price (Nov 20, 2009) |
$12.9311 |
| YTD Return (Oct 31, 2009) |
14.71% |
| 12 Month Low/High |
$9.1744 / $13.2807 |
| Management Expense Ratio (MER) |
Sep 30, 2008 2.39% |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
October 12, 2004 |
| Baycom# |
BMO221 |
| Fundata# |
BOM*CEC |
| 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're investing outside of a registered plan and want
the flexibility to rebalance your portfolio without realizing capital gains
- 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 primarily in equities of well-established Canadian
companies.
The portfolio manager uses a bottom-up
fundamental investment process to seek to identify attractively priced equities.
This process includes analyzing financial statements, company management and
valuations.
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