Small cap value funds typically have below average characteristics compared to the s p smallcap 600 index.
Bmo small cap equity fund.
You can find more details in the fund s simplified prospectus.
The fund no longer offers class y shares.
This document contains key information you should know about bmo canadian small cap equity fund.
Bmo canadian small cap equity fund series a may 22 2020.
Bmo canadian small cap equity fund series d may 22 2020.
The quantitative fair value estimate is based on a statistical model derived from the fair value estimate morningstar s equity analysts assign to companies which includes a financial forecast of the.
At 1 800 665 7700 or.
Bmo canadian small cap equity fund related party transactions bmo investments inc.
The range of returns and change from year to year can help you assess how risky the fund has been.
Bmo canadian small cap equity fund related party transactions bmo investments inc an indirect wholly owned subsidiary of bank of montreal bmo is the manager of the fund.
The fund invests primarily in shares of well managed small to medium.
You can find more details in the fund s simplified prospectus.
This chart shows how series f of the fund has performed in each of the past 10 years.
Lipper small cap growth index is comprised of funds that by portfolio practice invest at least 75 of their equity assets in companies with market capitalizations on a three year weighted basis below lipper s usde small cap ceiling.
The series dropped in value in 3 of the 10 years.
Bmoii an indirect wholly owned subsidiary of bank of montreal is the manager of the fund.
Bmo canadian small cap equity fund access to a large diversified universe with opportunities for growth tyler hewitt cfa lead portfolio manager bmo asset management inc.
From time to time the manager may on behalf of the fund enter into transactions or arrangements with or involving other members of bmo financial group or.
From time to time the manager may on behalf of the fund enter into transactions or arrangements with or involving other members of bmo financial group or.
The fund seeks to provide above average growth.
Bmo canadian small cap equity fund is an open end fund incorporated in canada.
Ask your representative for a copy contact bmo investments inc.
Bmo canadian small cap equity fund series f year by year returns.
