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BMO Funds, Inc. - BMO Small-Cap Core Fund (BCCAX)

10.94
0.00
(0.00%)
At close: December 10 at 8:00:04 PM EST
Loading Chart for BCCAX
  • Previous Close 10.94
  • YTD Return -18.77%
  • Expense Ratio 1.15%
  • Category Small Blend
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 12.16M
  • Beta (5Y Monthly) 1.34
  • Yield 0.29%
  • 5y Average Return --
  • Holdings Turnover 81.00%
  • Last Dividend 0.03
  • Inception Date May 27, 2014

The investment seeks to provide capital appreciation. The fund invests at least 80% of its assets in a broadly diversified portfolio of common stocks of small-cap U.S. companies similar in size to those within the Russell 2000® Index. These small-cap companies, at the time of purchase, generally have market capitalizations in the range of companies in the Russell 2000® Index. The Adviser selects stocks using a unique approach which combines the use of proprietary analytical tools and the qualitative judgments of the investment team.

BMO Funds

Fund Family

Small Blend

Fund Category

12.16M

Net Assets

2014-05-27

Inception Date

Performance Overview: BCCAX

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Trailing returns as of 6/30/2020. Category is Small Blend.

YTD Return

BCCAX
18.77%
Category
20.19%
 

1-Year Return

BCCAX
13.89%
Category
60.18%
 

3-Year Return

BCCAX
3.32%
Category
11.32%
 

5-Year Return

BCCAX
1.60%
Category
13.88%
 

Holdings: BCCAX

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Sector Weightings

SectorBCCAX
Healthcare   24.33%
Industrials   18.68%
Technology   17.63%
Real Estate   5.38%
Utilities   2.42%
Energy   1.78%

Recent News: BCCAX

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Research Reports: BCCAX

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