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BMO Funds, Inc. - BMO Mid-Cap Growth Fund (BGMAX)

5.37
-0.05
(-0.92%)
At close: July 22 at 8:01:09 PM EDT
Loading Chart for BGMAX
  • Previous Close 5.42
  • YTD Return -10.02%
  • Expense Ratio 1.24%
  • Category Mid-Cap Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 23.32M
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.00
  • Inception Date May 27, 2014

The investment seeks to provide capital appreciation. The fund invests at least 80% of its assets in growth-oriented common stocks of medium-sized U.S. companies similar in size, at the time of purchase, to those within the Russell Midcap® Growth Index. The Adviser selects stocks using a unique, growth-oriented approach focusing on high quality companies with sustainable earnings growth that are available at reasonable prices, which combines the use of proprietary analytical tools and the qualitative judgments of the investment team.

BMO Funds

Fund Family

Mid-Cap Growth

Fund Category

23.32M

Net Assets

2014-05-27

Inception Date

Performance Overview: BGMAX

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Trailing returns as of 1/21/2022. Category is Mid-Cap Growth.

YTD Return

BGMAX
10.02%
Category
10.80%
 

1-Year Return

BGMAX
5.87%
Category
48.17%
 

3-Year Return

BGMAX
18.86%
Category
21.26%
 

5-Year Return

BGMAX
17.71%
Category
20.18%
 

Holdings: BGMAX

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Sector Weightings

SectorBGMAX
Technology   39.80%
Healthcare   20.94%
Industrials   9.65%
Real Estate   4.01%
Utilities   0.00%
Energy   0.00%

Recent News: BGMAX

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Research Reports: BGMAX

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