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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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 34.02% |
| Worst 1Y Total Return | -8.62% |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MRMIX | Category Average | MRMIX | Category Average | MRMIX | Category Average | |
| Alpha | -2.5 | 0.01 | -0.57 | 0.01 | -4.16 | -0.02 |
| BETA | 1.16 | 0.01 | 1.16 | 0.01 | 1.19 | 0.01 |
| Mean Annual Return | 1.56 | 0.02 | 1.65 | 0.02 | 1.24 | 0.01 |
| R-squared | 89.14 | 0.82 | 87.66 | 0.79 | 85.4 | 0.8 |
| Standard Deviation | 22.78 | 0.23 | 18.5 | 0.19 | 17.21 | 0.17 |
| Sharpe Ratio | 0.77 | 0.01 | 1.01 | 0.01 | 0.83 | 0.01 |
| Treynor Ratio | 14.03 | 0.18 | 16.07 | 0.17 | 11.49 | 0.12 |
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