(As of 2/29/2020)

BMO AM Balanced Fund

(Canadian Equity Balanced)
Inception Return
(12/1/2011)
8.98 %
YTD Return -2.35 %
NAVPS
(4/3/2020)
$3.83
Change ($0.04) / -0.96 %
Growth of $10,000 (As of February 29, 2020)
MER -
Assets ($mil) -
Rank (1Yr) 74/497
Std Dev (3Yr) 6.43 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load Front Fee Only
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The Fund seeks to achieve stable long-term rates of return through long-term capital growth and current income.
Management Co.
Managers
Ernesto Ramos
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of February 29, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -4.11 -2.83 0.58 -2.35 5.59 6.08 5.62 -   
Benchmark -4.20 -2.05 0.93 -2.20 6.17 5.02 4.18 6.13
Quartile Ranking 3 2 2 2 1 1 1 -

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 15.87 -2.14 9.31 9.28 6.29 13.11 17.09 8.64 -      -     
Benchmark 18.83 -6.34 7.50 15.95 -5.39 10.25 9.26 6.43 -4.14 15.07
Quartile Ranking 1 1 1 2 1 1 1 1 - -

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