(As of 3/31/2019)

BMO AM Balanced Fund

(Canadian Equity Balanced)
Inception Return
(12/1/2011)
9.58 %
YTD Return 8.88 %
NAVPS
(4/18/2019)
$4.31
Change $0.01 / 0.30 %
Growth of $10,000 (As of March 31, 2019)
MER -
Assets ($mil) -
Rank (1Yr) 9/515
Std Dev (3Yr) 5.79 %
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 March 31, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.62 8.88 3.13 8.88 7.93 8.11 7.67 -   
Benchmark 1.36 10.95 2.96 10.95 7.53 7.67 5.12 8.35
Quartile Ranking 2 2 1 2 1 1 1 -

Calendar Return (%) 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund -2.14 9.31 9.28 6.29 13.11 17.09 8.64 -      -      -     
Benchmark -6.34 7.50 15.95 -5.39 10.25 9.26 6.43 -4.14 15.07 27.27
Quartile Ranking 1 1 3 1 1 1 1 - - -

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