(As of 5/31/2018)

BMO AM Balanced Fund

(Canadian Equity Balanced)
Inception Return
(12/1/2011)
10.08 %
YTD Return 1.70 %
NAVPS
(6/22/2018)
$4.45
Change $0.02 / 0.39 %
Growth of $10,000 (As of May 31, 2018)
MER -
Assets ($mil) -
Rank (1Yr) 7/434
Std Dev (3Yr) 5.49 %
Volatility Ranking (3Yr) 3/10
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 May 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.23 2.86 1.61 1.70 5.64 6.53 9.60 -   
Benchmark 2.57 3.86 1.05 0.24 5.58 4.47 6.84 4.24
Quartile Ranking 1 1 1 1 1 1 1 -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 9.31 9.28 6.29 13.11 17.09 8.64 -      -      -      -     
Benchmark 7.50 15.95 -5.39 10.25 9.26 6.43 -4.14 15.07 27.27 -24.33
Quartile Ranking 1 3 1 1 1 1 - - - -

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