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Fund Profile
| Net Assets ($MM) (Oct 30, 2009) |
$515.8 |
| Price (Nov 20, 2009) |
$11.9211 |
| YTD Return (Oct 31, 2009) |
-3.11% |
| 12 Month Low/High |
$9.9155 / $12.1207 |
| Management Expense Ratio (MER) |
Sep 30, 2008 2.39% |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
January 7, 1997 |
| Baycom# |
BMO723 |
| Fundata# |
BOM*USV |
| 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 looking for a core U.S. 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 U.S. companies that may
be undervalued by the marketplace.
The portfolio
manager applies a disciplined, quantitative investment process to screen
companies for consistent earnings and attractive valuations, and completes the
stock selection process through fundamental analysis.
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