BMO Equity Funds operate in all major sectors of the U.S. equity market. The management team of each fund follows a disciplined investment approach that is focused on these key principles:

  • Maintaining style consistency
  • Staying fully invested in the stated style box
  • Managing risk by avoiding concentrations in a single stock or sector
  • Emphasizing long-term results throughout a full market cycle
BMO Dividend Income Fund
BMO Large-Cap Growth Fund
BMO Large-Cap Value Fund
BMO Low Volatility Equity Fund
BMO Mid-Cap Growth Fund
BMO Mid-Cap Value Fund
BMO Small-Cap Core Fund
BMO Small-Cap Growth Fund
BMO Small-Cap Value Fund

An investment in money market funds is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds.

Foreign investing involves special risks due to factors such as increased volatility, currency fluctuation and political uncertainties.

High yield bond funds may have higher yields and are subject to greater credit, market and interest rate risk than higher-rated fixed-income securities.

Keep in mind that as interest rates rise, bond prices fall. This may have an adverse effect on the Fund's portfolio.

Funds that have a higher concentration of investments in a specific industry or sector may be subject to a higher degree of market risk than funds whose investments are more diversified.

Better Conversations. Better Outcomes. Podcast series - Learn more »