Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

BMO Large Cap Value Fund - R6 (BLCRX)

15.75
-0.14
(-0.88%)
As of May 16 at 8:01:11 PM EDT. Market Open.

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • JPMorgan
  • Raymond James
  • Raymond James WRAP Eligible
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Pershing Retirement Plan Network

Fund Summary

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 large-sized U.S. companies similar in size, at the time of purchase, to those within the Russell 1000® Value Index. It maintains a portion of its assets in cash. The fund may increase its cash holdings in response to market conditions or in the event attractive investment opportunities are not available.

Fund Overview

Category Large Value
Fund Family BMO Funds
Net Assets 316.91M
YTD Return -2.51%
Yield 1.35%
Morningstar Rating
Inception Date Dec 28, 2015

Performance & Risk

YTD Return 9.01%
5y Average Return 0.00%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Related Tickers