(As of 7/31/2017)

BMO Asset Management Balanced Fund

(Canadian Equity Balanced)
Inception Return
(12/1/2011)
10.01 %
YTD Return 2.24 %
NAVPS
(8/16/2017)
$4.61
Change ($0.01) / -0.12 %
Growth of $10,000 (As of July 31, 2017)
MER -
Assets ($mil) -
Rank (1Yr) 116/396
Std Dev (3Yr) 5.94 %
Volatility Ranking (3Yr) 3/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status 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 July 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.03 -2.66 2.79 2.24 5.38 6.79 10.65 -   
Benchmark -0.54 -2.16 0.04 0.62 4.33 2.73 7.14 4.35
Quartile Ranking 2 2 1 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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