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Fund Profile
| Net Assets ($MM) (Oct 30, 2009) |
$3.2 |
| Price (Nov 20, 2009) |
$9.4154 |
| YTD Return (Oct 31, 2009) |
26.49% |
| 12 Month Low/High |
$7.3083 / $9.4824 |
| Management Expense Ratio (MER) |
Sep 30, 2008 2.02% |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
June 23, 2008 |
| Baycom# |
BMO737 |
| Fundata# |
BOM*USH |
| 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 want an investment that offers a combination of income and capital gains potential
- you are looking to diversify your portfolio by investing in non-investment grade bonds of U.S. issuers
- you’re comfortable with low to moderate investment risk
- you plan to hold this investment for the medium to long term
Investment Objectives and Strategies
The fund's objective is to provide a high level of total return through a
combination of income and capital appreciation by investing primarily in fixed
income securities issued by U.S. corporations.
The fund is invested in a diversified pool of U.S. high yield fixed income
securities, such as bonds and debentures issued by corporations. It invests primarily in high yield securities with a credit rating below BBB, or "below" investment grade. The portfolio manager analyzes the credit ratings of a variety of issuers and applies bottom up quantitative and fundamental analysis to seek the best potential investments for the portfolio.
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