BMO Large-Cap Value Fund

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

U.S. News evaluated 329 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 23.76 percent over the past year, 14.63 percent over the past three years, 17.99 percent over the past five years, and 6.97 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 4.0%
1 Year 23.8%
3 Years (Annualized) 14.6%
5 Years (Annualized) 18.0%
10 Years (Annualized) 7.0%

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Summary

The investment seeks to provide capital appreciation. The fund invests at least 80% of its assets in a broadly diversified portfolio of common stocks of large-sized U.S. companies similar in size, at the time of purchase, to those within the Russell 1000® Value Index. The Adviser selects stocks using a unique, quantitative, value-oriented approach.

Fees

Fees are Low compared to funds in the same category.
BMO Large-Cap Value Fund has an expense ratio of 0.99 percent.

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Risk

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

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