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.
Bmo small cap equity fund.
Bmoii an indirect wholly owned subsidiary of bank of montreal is the manager of the fund.
The fund seeks to provide above average growth.
Small cap value funds typically have below average characteristics compared to the s p smallcap 600 index.
Bmo canadian small cap equity fund related party transactions bmo investments inc.
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.
You can find more details in the fund s simplified prospectus.
At 1 800 665 7700 or.
Bmo canadian small cap equity fund series f year by year returns.
Bmo canadian small cap equity fund series a may 22 2020.
Lipper small cap value 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.
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.
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.
This document contains key information you should know about bmo canadian small cap equity fund.
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.
This chart shows how series f of the fund has performed in each of the past 10 years.
The series dropped in value in 3 of the 10 years.
Ask your representative for a copy contact bmo investments inc.
You can find more details in the fund s simplified prospectus.
The fund invests primarily in shares of well managed small to medium.
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 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 is an open end fund incorporated in canada.
Quantitative fair value estimate represents morningstar s estimate of the per share dollar amount that a company s equity is worth today.
