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Fund Profile
| Net Assets ($MM) (Oct 30, 2009) |
$14.4 |
| Price (Nov 20, 2009) |
$12.6727 |
| YTD Return (Oct 31, 2009) |
-2.19% |
| 12 Month Low/High |
$9.0324 / $13.4098 |
| Management Expense Ratio (MER) |
Sep 30, 2008 2.44% |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
January 7, 1997 |
| Baycom# |
BMO724 |
| Fundata# |
BOM*USS |
| 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 fund that invests in smaller
U.S. companies with high growth potential
- you're comfortable with medium-to-high
investment risk.
Investment Objectives and Strategies
This fund's objective is to provide above-average growth in the value of
your investment over the long term by investing in smaller and mid-sized U.S.
companies.
The portfolio manager applies a
disciplined, quantitative investment process to screen smaller and mid-sized
U.S. companies with sustainable earnings, strong price momentum and attractive
relative valuations, and completes the stock selection process through
fundamental analysis.
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