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Bmo Selecttrust Growth Portfolio Advisor (0P000104IY)

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17.330 +0.040    +0.21%
29/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.19B
BMO SelectTrust Growth Portfolio Advisor 17.330 +0.040 +0.21%

0P000104IY Overview

 
Find basic information about the Bmo Selecttrust Growth Portfolio Advisor mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000104IY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change23.44%
Prev. Close17.294
Risk Rating
TTM Yield0.50%
ROE24.42%
IssuerN/A
Turnover10.04%
ROA10.94%
Inception DateAug 12, 2013
Total Assets2.19B
ExpensesN/A
Min. Investment500
Market Cap154.91B
CategoryGlobal Equity Balanced
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Bmo Selecttrust Growth Portfolio Advisor Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1169 1029 1273 1162 1402 1876
Fund Return 16.93% 2.85% 27.27% 5.14% 6.99% 6.5%
Place in category 176 321 173 426 473 258
% in Category 15 28 15 42 49 47

Top Equity Funds by BMO Investments Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  BMO Dividend A 9.82B 14.93 5.31 7.16
  BMO Dividend Advisor 9.82B 14.93 5.32 7.11
  BMO Dividend F 9.82B 15.99 6.48 8.30
  BMO Growth ETF Portfolio A 4.11B 14.57 5.16 6.61
  BMO Growth ETF Portfolio Advisor 4.11B 14.57 5.16 6.60

Top Funds for Global Equity Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  RBC Sel Gr Port Sr F CAD 17.99B 14.95 5.25 7.83
  RBC Sel Gr Port Sr T5 17.99B 13.99 4.19 6.74
  RBC Sel Gr Port Sr A CAD 17.99B 13.98 4.19 6.74
  EdgePoint Glbl Gr Inc Pt non HST A 10.33B 8.18 5.32 7.32
  EdgePoint Glbl Gr Inc Pt non HST F 10.33B 9.14 6.44 8.46

Top Holdings

Name ISIN Weight % Last Change %
BMO Global Equity I - 33.01 - -
Bmo Canadian Equity Fund Institutional Series I - 16.25 - -
BMO MSCI EAFE ETF - 5.95 - -
BMO Core Plus Bond A - 5.33 - -
BMO S&P 500 ETF (CAD) - 4.71 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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