BMO Low Volatility Equity 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 18.66 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 18.7%
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. 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® Index. The Adviser selects low volatility, undervalued stocks using a unique, quantitative approach based on the Adviser's multi-factor risk/return models. This strategy seeks to provide the fund with lower downside risk and meaningful upside participation relative to the Russell 1000® Index.

Fees

Fees are Low compared to funds in the same category.
BMO Low Volatility Equity Fund has an expense ratio of 0.90 percent.

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Risk

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

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