BMO Small Cap Growth Fund

Scorecard
5 / 5 Stars
Lipper
5 5 2 2 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D- (Sell)

#24 in Small Growth

U.S. News evaluated 219 Small Growth 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 26.05 percent over the past year, 15.15 percent over the past three years, 23.02 percent over the past five years, and 11.95 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.2%
1 Year 26.0%
3 Years (Annualized) 15.1%
5 Years (Annualized) 23.0%
10 Years (Annualized) 11.9%

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Summary

The investment seeks capital appreciation. The fund invests at least 80% of its assets in common stocks of small-sized U.S. companies similar in size, at the time of purchase, to those within the Russell 2000® Growth Index. The Adviser selects stocks of companies with growth characteristics, including companies with above-average earnings growth potential and companies where significant changes are taking place, such as new products, services, methods of distribution, or overall business restructuring.

Fees

Fees are Above Average compared to funds in the same category.
BMO Small Cap Growth Fund has an expense ratio of 1.41 percent.

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Risk

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

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