BMO Short-Term Income Fund

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

U.S. News evaluated 128 Short-Term Bond 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 1.86 percent over the past year, 2.13 percent over the past three years, 3.72 percent over the past five years, and 3.64 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 0.9%
1 Year 1.9%
3 Years (Annualized) 2.1%
5 Years (Annualized) 3.7%
10 Years (Annualized) 3.6%

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Summary

The investment seeks to maximize total return consistent with current income. The fund invests at least 80% of its assets in fixed income securities. Fund investments include corporate, asset-backed, and mortgage-backed securities with a minimum rating in the lowest investment grade category (i.e., rated BBB or Baa, or higher, or unrated and considered by the Adviser to be comparable in quality) at the time of purchase and bank instruments, repurchase agreements, and U.S. government securities. It normally maintains an average dollar-weighted effective maturity of six months to three years.

Fees

Fees are Low compared to funds in the same category.
BMO Short-Term Income Fund has an expense ratio of 0.35 percent.

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Risk

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

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