(As of 3/31/2017)

BMO Asset Management Balanced Fund

(Canadian Equity Balanced)
Inception Return
(12/1/2011)
10.73 %
YTD Return 2.56 %
NAVPS
(4/28/2017)
$4.72
Change $0.01 / 0.18 %
Growth of $10,000 (As of March 31, 2017)
MER -
Assets ($mil) -
Rank (1Yr) 150/405
Std Dev (3Yr) 5.61 %
Volatility Ranking (3Yr) 3/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Open to Invest Open
 
Objective
The Fund seeks to achieve stable long-term rates of return through long-term capital growth and current income.
Management Co.
Managers
Ernesto Ramos,
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of March 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.14 2.56 4.57 2.56 11.27 8.41 10.69 -   
Benchmark 1.08 2.10 4.60 2.10 14.10 5.47 6.82 4.93
Quartile Ranking 1 1 2 1 2 1 1 -

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 9.28 6.29 13.11 17.09 8.64 -      -      -      -      -     
Benchmark 15.95 -5.39 10.25 9.26 6.43 -4.14 15.07 27.27 -24.33 8.38
Quartile Ranking 2 1 1 1 1 - - - - -

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