Transparency matters. Whether quantitative or fundamental, letting investors know what’s inside an investment process helps build trust. More importantly, it gives you the affirmation that your assets are being managed proactively and responsive to future market conditions.

Active stock selection

Our fundamental, research-driven approach invests your assets in fundamentally strong, attractively valued companies with growing investor interest.

Thoughtful risk management

Managing risk is an integral complement to stock selection. It requires a comprehensive and multi-faceted view of downside scenarios.

Adaptive and proactive process

Markets evolve. We understand the role of changing macro conditions in determining stock returns and uncovering opportunities.




BMO Large-Cap Growth Fund

MLCIX

Morningstar - 4

Overall Morningstar Rating™ among 1,265 Large Growth Funds as of 6/30/2018 (Class I)

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Fact sheet

BMO Large-Cap Value Fund

MLVIX

Morningstar - 3

Overall Morningstar Rating™ among 1,099 Large Value Funds as of 6/30/2018 (Class I)

View Fund info

Fact sheet






Unboxing the black box.

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Quantitative to resist tendencies and emotion

Investor bias and emotion are often sources of punishment for otherwise savvy stock market investors. Our data-driven approach brings discipline to our portfolios and helps us identify behavior-induced mispricings in the market. It’s a process we’ll take to any market at any point in the cycle.

Fundamental to interpret risk and value relationships

Investment portfolios should be built to look forward. Applying an adaptive analytical overlay to our models helps us interpret risks and trends in a stock or sector before it is reflected in valuation.

Podcast episode: Rise of the quants















Let’s start a conversation.

1-844-BMO-Fund (266-3863)

bmogam.salesdeskinbox@bmo.com

BMO Large-Cap Growth Fund

Share class Ticker Inception date Net expense ratio (%)
A BALGX 05/27/14 0.79
Y MASTX 11/20/92 0.79
I MLCIX 01/31/08 0.54
R6 BLGRX 12/29/15 0.39

Benchmark: Russell 1000® Growth Index

Morningstar category: Large Growth

Lipper category: Multi-Cap Growth Funds

BMO Large-Cap Value Fund

Share class Ticker Inception date Net expense ratio (%)
A BALVX 05/27/14 0.80
I MLVIX 01/31/08 0.55
R6 BLCRX 12/29/15 0.40

Benchmark: Russell 1000® Value Index

Morningstar category: Large Value

Lipper category: Multi-Cap Value Funds