(As of 7/31/2018)

BMO AM Balanced Fund

(Canadian Equity Balanced)
Inception Return
(12/1/2011)
10.12 %
YTD Return 3.55 %
NAVPS
(8/17/2018)
$4.40
Change $0.00 / 0.09 %
Growth of $10,000 (As of July 31, 2018)
MER -
Assets ($mil) -
Rank (1Yr) 8/426
Std Dev (3Yr) 5.20 %
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 July 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.73 4.09 3.66 3.55 10.71 6.68 9.89 -   
Benchmark 0.61 4.63 3.58 2.25 9.24 5.92 7.48 5.01
Quartile Ranking 3 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 2 1 1 1 1 - - - -

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