(As of 3/31/2024)

BMO Growth Opportunities Fund Series A

(Canadian Focused Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2020
2019




Inception Return
(4/17/2015)
8.46 %
YTD Return 10.09 %
NAVPS
(4/22/2024)
$18.53
Change $0.08 / 0.45 %
Growth of $10,000 (As of March 31, 2024)
MER 2.24 %
Assets ($mil) $261.88
Rank (1Yr) 123/617
Std Dev (3Yr) 15.94 %
Volatility Ranking (3Yr) 8/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
This fund's objective is to provide long-term capital growth by investing primarily in equity securities of companies from around the world.
Fund Manager

BMO Investments Inc.

Portfolio Manager

Tyler Hewlett, BMO Asset Management Inc.

David Taylor, BMO Asset Management Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of December 31, 2023)
Sector Allocation
(As of December 31, 2023)
Geographic Allocation
(As of December 31, 2023)
Top 10 Holdings
NameAssetSectorGeographicPercent
Constellation Software IncCanadian EquityTechnologyCanada6.02%
Microsoft CorpUS EquityTechnologyUnited States5.47%
Waste Connections IncCanadian EquityIndustrial ServicesCanada4.87%
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada4.83%
Dollarama IncCanadian EquityConsumer ServicesCanada4.62%
Intact Financial CorpCanadian EquityFinancial ServicesCanada4.61%
Visa Inc Cl AUS EquityFinancial ServicesUnited States4.59%
Brookfield Corp Cl ACanadian EquityFinancial ServicesCanada4.37%
Alphabet Inc Cl CUS EquityTechnologyUnited States4.15%
Roper Technologies IncUS EquityIndustrial GoodsUnited States4.08%

Performance Data (As of March 31, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.48 10.09 20.12 10.09 22.04 7.08 10.07 -   
Benchmark 3.64 7.74 16.61 7.74 16.32 8.49 9.66 8.09
Quartile Ranking 4 1 1 1 1 3 2 -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 14.46 -18.82 21.88 14.28 28.87 -5.77 8.95 4.75 -      -     
Benchmark 13.60 -8.87 21.76 7.58 21.45 -7.14 10.80 14.44 -0.77 10.96
Quartile Ranking 2 4 3 1 1 2 2 4 - -

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