3 / 5 Stars
3 3 4 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#138 in Large Growth
U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 30.21 percent over the past year, 14.39 percent over the past three years, 22.34 percent over the past five years, and 7.40 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.2%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||22.3%|
|10 Years (Annualized)||7.4%|
The investment seeks capital appreciation. The fund invests at least 80% of its assets in common stocks of large-sized U.S. companies similar in size, at the time of purchase, to those within the Russell 1000® Growth Index. The Adviser selects stocks using a unique, quantitative, growth-oriented approach and looks for high quality companies with sustainable earnings growth that are available at reasonable prices.
Fees are Average compared to funds in the same category.
BMO Large Cap Growth Fund has an expense ratio of 1.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.