(As of 1/31/2019)

BMO AM Balanced Fund

(Canadian Equity Balanced)
Inception Return
(12/1/2011)
9.19 %
YTD Return 4.58 %
NAVPS
(2/15/2019)
$4.16
Change $0.02 / 0.48 %
Growth of $10,000 (As of January 31, 2019)
MER -
Assets ($mil) -
Rank (1Yr) 3/417
Std Dev (3Yr) 6.00 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load Front Fee Only
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 January 31, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.58 3.07 -1.17 4.58 2.45 7.41 7.80 -   
Benchmark 6.85 4.22 -2.13 6.85 1.38 7.92 5.14 8.09
Quartile Ranking 2 1 1 2 1 1 1 -

Calendar Return (%) 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund -2.14 9.31 9.28 6.29 13.11 17.09 8.64 -      -      -     
Benchmark -6.34 7.50 15.95 -5.39 10.25 9.26 6.43 -4.14 15.07 27.27
Quartile Ranking 1 1 2 1 1 1 1 - - -

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