Skip Navigation

Top

Equities

Class A Class I Class Y Class R6 Benchmark
BMO Dividend Income Fund BADIX MDIVX S&P 500® Index
Russell 1000® Value Index
BMO Large-Cap Growth Fund BALGX MLCIX MASTX BLGRX Russell 1000® Growth Index
BMO Large-Cap Value Fund BALVX MLVIX BLCRX Russell 1000® Value Index
BMO Low Volatility Equity Fund BLVAX MLVEX Russell 1000® Index
BMO Mid-Cap Growth Fund BGMAX MRMIX BMGGX Russell Midcap® Growth Index
BMO Mid-Cap Value Fund BAMCX MRVIX BMVGX Russell Midcap® Value Index
BMO Small-Cap Core Fund BCCAX BSCNX Russell 2000® Index
BMO Small-Cap Growth Fund BSLAX MSGIX Russell 2000® Growth Index
BMO Small-Cap Value Fund BACVX MRSNX BSVGX Russell 2000® Value Index

International and global

Class A Class I Class Y Class R6 Class F3 Benchmark
BMO Disciplined International Equity Fund BDAQX BDIQX MSCI EAFE Index
BMO Global Low Volatility Equity Fund BAEGX BGLBX MSCI All Country World Index
BMO LGM Emerging Markets Equity Fund BAEMX MIEMX MSCI Emerging Markets Index Net
BMO LGM Frontier Markets Equity Fund BLGFX 50% MSCI Frontier Markets and 50% MSCI Frontier Markets ex GCC
BMO Pyrford International Stock Fund BPIAX MISNX BISGX BISBX MSCI EAFE Index

Taxable fixed income

Class A Class I Class Y Benchmark
BMO High Yield Bond Fund BMHAX MHBNX BofA Merrill Lynch U.S. High Yield, BB-B Rated Constrained Index
ML US High Yield Master II Constrained Index
BMO Short-Term Income Fund BTMAX MSIFX BofA Merrill Lynch 1-3 Year U.S. Corp. & Gov Index
BMO Strategic Income Fund BMTAX MGIIX MRGIX Barclays U.S. Aggregate Bond Index
Barclays U.S. MBS Index
BMO TCH Core Plus Bond Fund BATCX MCBIX MCYBX Barclays U.S. Aggregate Bond Index
BMO TCH Corporate Income Fund BATIX MCIIX MCIYX Barclays U.S. Credit Index

Tax exempt fixed income

Class A Class I Class Y Benchmark
BMO Intermediate Tax-Free Fund BITAX MIITX MITFX Barclays 1-15 Year Blend Municipal Bond Index
BMO Short Tax-Free Fund BASFX MTFIX Barclays Short (1-5 Year) Municipal Index
BMO Ultra Short Tax-Free Fund BAUSX MUISX 50% Barclays 1-Yr Municipal Bond Index and
50% iMoneyNet Money Fund Tax Free National Retail Index

Money market

Class Y Premier Class Benchmark
BMO Institutional Prime Money Market Fund BYFXX BPFXX iMoneyNet Money Fund Report Average
BMO Government Money Market Fund MGYXX MGNXX iMoneyNet Money Fund Report/Government
BMO Prime Money Market Fund MARXX MAIXX iMoneyNet Money Fund Report Average
BMO Tax-Free Money Market Fund MTFXX MFIXX iMoneyNet Money Fund Report/Tax Free National

BMO Target Retirement Funds

Class Y Class R3 Class R6 Benchmark
BMO In-Retirement Fund BTRYX BTRRX BTRTX S&P Target Date 2010 Index
BMO Target Retirement 2015 Fund BRTAX BRTCX BRTDX S&P Target Date 2015 Index
BMO Target Retirement 2020 Fund BTRDX BTRFX BTRGX S&P Target Date 2020 Index
BMO Target Retirement 2025 Fund BRTEX BRTGX BRTHX S&P Target Date 2025 Index
BMO Target Retirement 2030 Fund BTRHX BTRKX BTRLX S&P Target Date 2030 Index
BMO Target Retirement 2035 Fund BRTIX BRTKX BRTLX S&P Target Date 2035 Index
BMO Target Retirement 2040 Fund BTRMX BTRPX BTRQX S&P Target Date 2040 Index
BMO Target Retirement 2045 Fund BRTMX BRTPX BRTQX S&P Target Date 2045 Index
BMO Target Retirement 2050 Fund BTRUX BTRWX BTRZX Russell 3000® Index
BMO Target Retirement 2055 Fund BRTRX BRTTX BRTUX Russell 3000® Index

BMO Target Risk Funds

Class I Class Y Class R3 Class R6 Benchmark
BMO Aggressive Allocation Fund BDSHX BDSYX BDSRX BDSQX S&P 500® Index
BMO Balanced Allocation Fund BGRHX BGRYX BGRRX BGRQX S&P 500® Index
BMO Conservative Allocation Fund BDVIX BDVYX BDVRX BDVSX Barclays U.S. Aggregate Bond Index
BMO Growth Allocation Fund BABHX BABYX BABRX BABQX S&P 500® Index
BMO Moderate Allocation Fund BMBHX BMBYX BMBQX BMBTX Barclays U.S. Aggregate Bond Index

Alternatives

Class A Class I Benchmarks
BMO Alternative Strategies Fund BMATX BMASX BofA Merrill Lynch US 3-Month Treasury Bill
HFRX Global Hedge Fund Index
BMO Global Long/Short Equity Fund BGAQX BGIQX MSCI All Country World Index


Hear from our portfolio managers

Hear from our portfolio managers

Discover the philosophy and process that drives each of our investment portfolios.

U.S. Equities
International Equities
U.S. Fixed Income
Municipal Fixed Income
Frontier Markets
Low Volatility
Emerging Markets

Connect with a BMO Funds consultant

Connect with a BMO Funds consultant


Investing internationally, especially emerging markets, involves additional risks such as currency, political, accounting, economic, and market risk.

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.