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Get up to $750 when you invest by March 1, 2017.*

Mutual Funds




BMO Mutual Funds offers a comprehensive line-up of investment solutions to help you meet your savings and investment needs, whether you are looking for income or growth, or saving for a specific goal such as Retirement or Education.

What is a mutual fund?

A mutual fund is a pool of investments managed by a professional portfolio manager. The portfolio manager invests the money on behalf of a group of investors who have similar investment goals. Depending on the fund’s investment objective, a mutual fund can invest in stocks, bonds, cash, or other mutual funds or exchange traded funds.

Mutual Funds provide many benefits, including:

  • Professional money management
  • Diversification
  • Broad investment options across sectors, asset classes and geographies
  • Easy to buy and available with low minimum initial investment amounts
BMO Mutual Funds inFocus Client Newsletter | Current Issue (updated quarterly)


Explore Your Mutual Funds Investment Options


Advisor Funds


Check out our Advisor Funds if you invest through BMO Nesbitt Burns or an independent Investment Advisor.


Advisor Funds

BMO customers:
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BMO Nesbitt Burns clients can purchase BMO Mutual Funds through their Investment Advisor.

Investment resources


BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and a separate legal entity from Bank of Montreal. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.


* Annualized return for BMO SelectTrust® Balanced Portfolio Series A: since inception 7.3%; 1-year 3.85%; 3-year 6.49%. Series A as at November 14th, 2016. BMO SelectTrust® Balanced Portfolio Series A inception date: August 12, 2013. Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the fund facts or prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemptions, distribution or optional charges or income taxes payable by any unit holder that would have reduced returns. BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.


®BMO (M-bar roundel symbol) is a registered trademark of Bank of Montreal.


1 The BMO Investments Centre won the DALBAR Mutual Fund Service Award from 2006-2012 consecutively, and received key honours from DALBAR for English-language customer service in 2013.


† Risk is defined as the uncertainty of a return and the potential for capital loss in your investment.