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BMO Short-Term Income Fund


Fund overview information

Fund overview information

Objective

To maximize total return consistent with current income.


Benchmarks


Net fund assets


Portfolio managers

Portfolio managers



Fund performance

Fund performance



U.S. fixed income insights

U.S. fixed income insights


Performance data quoted prior to the inception of the Class A Shares is the performance of the Fund's Investor (Class Y) Shares, not adjusted for any differences in the expenses of the classes.

Performance data quoted prior to the inception of the Class I Shares is the performance of the Fund's Investor (Class Y) Shares, not adjusted for any differences in the expenses of the classes.

Performance data quoted represents past performance and past performance is not a guarantee of future results. Investment returns and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Mutual fund performance changes over time and current performance may be lower or higher than what is stated. To receive the most recent month-end performance, call 1-800-236-3863.

Returns are pre-tax. An investor should consider his or her current and anticipated investment horizon and income tax bracket when making an investment decision as the illustration above does not reflect these factors. For more information about performance, please contact your investment professional. For more information about performance, please contact your investment professional. Total returns for periods of one year or less are cumulative.

Net Expense Ratios reflect contractual fee waivers and/or expense reimbursements made by BMO Asset Management Corp., the investment adviser (Adviser). The Adviser may not terminate these fee waivers and/or expense reimbursements prior to December 31, 2018 without the consent of the Board of Directors, unless the investment advisory agreement is terminated. Without these contractual waivers, the Funds' returns would have been lower. Please see the prospectus for more information.

The BofA Merrill Lynch 1-3 Year U.S. Government/Corporate Index is an index tracking short-term U.S. government and corporate securities with maturities between 1 and 2.99 years. ML1-3 is produced by Merrill Lynch Pierce Fenner & Smith. Investments cannot be made in an index.

Effective June 2, 2017, Class Y shares of the Fund were converted into Class A shares of the Fund. The Fund no longer offers Class Y shares.

Lipper Short Investment-Grade Debt Index is comprised of funds that invest primarily in investment-grade debt issues (rated in the top four grades) with dollar-weighted average maturities of less than three years.