OTC Markets OTCPK - Delayed Quote USD

BMO US Equity Plus A (0P00015LZN)

21.56 -0.13 (-0.61%)
At close: August 29 at 4:00 PM EDT

Fund Summary

BMO US Equity Plus A

Suite 4200
1-800-668-7327

Fund Overview

Category --
Fund Family BMO Investments Inc.
Net Assets 1.34B
YTD Return --
Yield --
Morningstar Rating --
Inception Date Nov 13, 2014

Fund Operations

Last Dividend 0.01
Last Cap Gain --
Holdings Turnover 29.08%
Average for Category --

Fees & Expenses

Expense 0P00015LZN Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Brian G. Belski, Lead Manager since January 02, 2015
As CIS, Brian provides strategic investment and portfolio management advice to institutional and private clients. Prior to joining BMO, Brian held various strategist positions at Oppenheimer & Co, Merrill Lynch and Piper Jaffray. Brian has spent more than 25 years in the investment industry and in 2004 he was named the most accurate strategist on Wall Street according to a poll by USA Today. Most recently, his forecast for the US stock market in 2012 was within 1 point while his 2014 forecast missed by less than 9 points. Brian holds a B.S degree from St. Cloud State University.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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