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Nasdaq - Delayed Quote USD

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

6.79
-0.05
(-0.73%)
At close: May 16 at 8:01:22 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return 14.02%
5y Average Return 8.18%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Feb 4, 2019) 34.02%
Worst 1Y Total Return (Feb 4, 2019) -8.62%
Best 3Y Total Return 34.02%
Worst 3Y Total Return 0.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRMIX
Category
YTD
-9.83%
10.80%
1-Month
-7.38%
4.43%
3-Month
-7.28%
7.00%
1-Year
6.22%
48.17%
3-Year
19.17%
21.26%
5-Year
18.02%
20.18%
10-Year
12.55%
14.07%
Last Bull Market
33.15%
27.14%
Last Bear Market
-25.70%
-21.26%

Annual Total Return (%) History

Year
MRMIX
Category
2021
24.88%
--
2020
28.17%
39.26%
2019
28.36%
32.52%
2018
-3.69%
-6.65%
2017
27.30%
23.91%
2016
4.81%
6.03%
2015
-8.62%
-0.95%
2014
5.49%
7.00%

2013
29.11%
34.93%
2012
17.23%
14.07%
2011
-2.79%
-3.96%
2010
31.67%
24.61%
2009
34.02%
39.11%
2008
--
-43.77%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 6.10% 7.84% -0.24% 9.41%
2020 -24.50% 33.36% 5.13% 21.09%
2019 18.32% 1.32% -0.91% 8.05%
2018 3.66% 2.04% 9.68% -16.98%
2017 8.48% 2.67% 5.87% 7.96%
2016 -4.34% 2.49% 4.49% 2.31%
2015 4.28% 0.00% -12.00% -0.42%
2014 0.91% 4.04% -3.51% 4.13%
2013 11.64% -1.14% 9.35% 6.99%
2012 13.59% -6.39% 6.57% 3.45%

2011 9.79% -1.87% -21.89% 15.51%
2010 9.22% -10.85% 17.30% 15.29%
2009 -1.30% 9.12% 16.45% 6.86%
2008 10.28% -21.65% -22.04% --

Rank in Category (By Total Return)

YTD 14
1-Month 49
3-Month 52
1-Year 28
3-Year 64
5-Year 46

Load Adjusted Returns

1-Year 39.47%
3-Year 17.44%
5-Year 19.73%
10-Year 14.25%

Performance & Risk

YTD Return 14.02%
5y Average Return 8.18%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family BMO Funds
Net Assets 19.19M
YTD Return -9.83%
Yield 0.00%
Morningstar Rating
Inception Date Jan 31, 2008

Fund Summary

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. Columbia 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.

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