4 / 5 Stars
4 4 2 2 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#108 in Small Growth
U.S. News evaluated 215 Small Growth 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 37.69 percent over the past year, 14.82 percent over the past three years, 29.89 percent over the past five years, and 11.74 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||6.3%|
|3 Years (Annualized)||14.8%|
|5 Years (Annualized)||29.9%|
|10 Years (Annualized)||11.7%|
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 are Above Average compared to funds in the same category.
BMO Small Cap Growth Fund has an expense ratio of 1.41 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.