BMO Dividend Income Fund

U.S. News evaluated 326 Large Value 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 20.22 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -0.1%
1 Year 20.2%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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, at the time of purchase, to those within the Russell 1000® Value Index. To provide both capital appreciation and current income, the Adviser selects stocks using a unique, quantitative, value-oriented approach, which 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.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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