Bmo Small Cap Equity Fund

The quantitative fair value estimate is based on a statistical model derived from the fair value estimate morningstar s equity analysts assign to companies which includes a financial forecast of the. Quantitative fair value estimate represents morningstar s estimate of the per share dollar amount that a company s equity is worth today. The fund seeks to provide above average growth.

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Bmo Global Smaller Companies Equity Fund A Acc Us Lu0947182795

Bmo Global Smaller Companies Equity Fund I Acc Gb Lu0947185202

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Bmo Us Smaller Companies Fund A Inc Usd Lu0153358154

Bmo Announces Two New Funds Changes To Mutuals Line Up Wealth Professional

Bmo Sdg Engagement Global Equity Fund Bmo Gam

From time to time the manager may on behalf of the fund enter into transactions or arrangements with or involving other members of bmo financial group or.

Bmo small cap equity fund.

The fund no longer offers class y shares. The range of returns and change from year to year can help you assess how risky the fund has been. This document contains key information you should know about bmo canadian small cap equity fund. Bmo canadian small cap equity fund series f year by year returns.

The fund invests primarily in shares of well managed small to medium. This document contains key information you should know about bmo canadian small cap equity fund. Lipper small cap value index is comprised of funds that by portfolio practice invest at least 75 of their equity assets in companies with market capitalizations on a three year weighted basis below lipper s usde small cap ceiling. Bmoii an indirect wholly owned subsidiary of bank of montreal is the manager of the fund.

Bmo canadian small cap equity fund related party transactions bmo investments inc. You can ﬁnd more details in the fund s simpliﬁed prospectus. At 1 800 665 7700 or. Bmo canadian small cap equity fund series d may 22 2020.

Bmo canadian small cap equity fund access to a large diversified universe with opportunities for growth tyler hewitt cfa lead portfolio manager bmo asset management inc. Small cap value funds typically have below average characteristics compared to the s p smallcap 600 index. The series dropped in value in 3 of the 10 years. This chart shows how series f of the fund has performed in each of the past 10 years.

From time to time the manager may on behalf of the fund enter into transactions or arrangements with or involving other members of bmo financial group or. Bmo canadian small cap equity fund series a may 22 2020. Lipper small cap growth index is comprised of funds that by portfolio practice invest at least 75 of their equity assets in companies with market capitalizations on a three year weighted basis below lipper s usde small cap ceiling. Bmo canadian small cap equity fund is an open end fund incorporated in canada.

You can ﬁnd more details in the fund s simpliﬁed prospectus. Bmo canadian small cap equity fund related party transactions bmo investments inc an indirect wholly owned subsidiary of bank of montreal bmo is the manager of the fund. Ask your representative for a copy contact bmo investments inc.