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Fund Profile
| Net Assets ($MM) (-) |
- |
| Price (Nov 20, 2009) |
$11.1428 |
| YTD Return (Oct 31, 2009) |
9.22% |
| 12 Month Low/High |
$7.6340 / $11.3853 |
| Management Expense Ratio (MER) |
- |
| Eligibility |
- |
| Date Started |
October 12, 2004 |
| Baycom# |
BMO823 |
| Fundata# |
BOM*USU |
| 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
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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