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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

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.

BMO Funds, Inc. - BMO Mid-Cap Growth Fund

Marshall Funds Inc
111 East Kilbourn Avenue
800-236-3863

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 Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense MRMIX Category Average
Annual Report Expense Ratio (net) 0.99% 1.09%
Prospectus Net Expense Ratio 0.99% --
Prospectus Gross Expense Ratio 1.09% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 337 --
5 Yr Expense Projection 591 --
10 Yr Expense Projection 1,320 --

Management Information

Thomas P. Lettenberger, Lead Manager since October 04, 2016
Tom is responsible for equity portfolio management and research. He joined BMO Asset Management in 2005. Previously, he served as a vice president and portfolio manager at Columbia Management and as an equity research analyst at William Blair & Company, LLC. He entered the investment industry in 1994. He holds an M.A. in accounting and a B.B.A. in finance and accounting from the University of Michigan. In addition, Tom is a CFA® charterholder, a Certified Public Accountant (CPA) and a member of the CFA Institute and the CFA Society of Chicago.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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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