3 / 5 Stars
2 1 4 3 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#76 in Large Value
U.S. News evaluated 325 Large Value 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 22.59 percent over the past year, 13.35 percent over the past three years, 14.86 percent over the past five years, and 6.03 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.9%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||14.9%|
|10 Years (Annualized)||6.0%|
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 are High compared to funds in the same category.
BMO Large Cap Value Fund has an expense ratio of 1.24 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.