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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 18.19 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.0% |
| 1 Year | 18.2% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide capital appreciation and current income. The fund invests at least 80% of its net assets primarily in dividend paying common stocks of large-sized U.S. companies similar in size to those within the Russell 1000® Value Index. These large-sized companies, at the time of purchase, generally have market capitalization in the range of companies in the Russell 1000® Value Index. In order to provide both capital appreciation and current income, the Adviser focuses on companies with dividend yields in excess of 1%.
Fees
Fees are Low compared to funds in the same category.
BMO Dividend Income Fund has an expense ratio of 0.65 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
