BMO TCH Core Plus Bond Fund

Scorecard
4 / 5 Stars
Lipper
4 5 4 5 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B (Buy)

#43 in Intermediate-Term Bond

U.S. News evaluated 280 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 1.13 percent over the past year, 6.12 percent over the past three years, and 8.19 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.6%
1 Year 1.1%
3 Years (Annualized) 6.1%
5 Years (Annualized) 8.2%
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize total return consistent with current income. The fund invests at least 80% of its assets in bonds. Fund investments include corporate, asset-backed, mortgage-backed and U.S. government securities. Although the fund will invest primarily in securities with a minimum rating in the lowest investment grade category at the time of purchase, the fund may invest up to 20% of its assets in debt securities that are below investment grade, also known as high yield securities or "junk bonds". The fund also may invest up to 20% of its assets in foreign debt securities, all or a portion of which may be emerging markets debt securities.

Fees

Fees are Average compared to funds in the same category.
BMO TCH Core Plus Bond Fund has an expense ratio of 0.43 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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