(As of 10/31/2018)

BMO AM Balanced Fund

(Canadian Equity Balanced)
Inception Return
(12/1/2011)
9.07 %
YTD Return -0.71 %
NAVPS
(12/7/2018)
$4.19
Change ($0.04) / -0.86 %
Growth of $10,000 (As of October 31, 2018)
MER -
Assets ($mil) -
Rank (1Yr) 4/449
Std Dev (3Yr) 5.30 %
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 October 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -3.89 -4.11 -0.19 -0.71 0.60 6.20 8.04 -   
Benchmark -4.86 -6.09 -1.74 -3.97 -2.64 5.42 4.88 6.93
Quartile Ranking 2 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 - - - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .