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BMO U.S. Equity Plus Fund

UEFSRAN:CN
11.11
USD
0.09
0.79%
As of 12/15/2017
Fund Type
Open-End Fund
52Wk Range
9.43 - 11.11
1 Yr Return
16.78%
YTD Return
17.78%
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Previous Close
11.02
52Wk Range
9.43 - 11.11
1 Yr Return
16.71%
YTD Return
17.78%
Fund Type
Open-End Fund
Objective
United States
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 12/15/2017)
11.112
Total Assets (m CAD) (on 03/31/2017)
185.590
Inception Date
11/05/2014
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
BRIAN G BELSKI / CHRIS MCHANEY
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
2.00%
12b-1 Fee
-
Current Mgmt Fee
1.80%
Expense Ratio
2.20%

Top Fund Holdings

Name Position Value % of Fund
44.88 k 8.78 m 4.03
172.45 k 8.75 m 4.01
253.76 k 7.57 m 3.47
5.36 k 6.40 m 2.93
22.77 k 6.36 m 2.92
69.35 k 6.21 m 2.85
28.17 k 5.77 m 2.65
22.55 k 5.60 m 2.57
14.56 k 5.55 m 2.55
58.86 k 5.50 m 2.52
Profile
BMO U.S. Equity Plus Fund is an open-end fund incorporated in Canada. The Fund seeks to provide long-term capital growth. The Fund invests primarily in equity securities of U.S. and Canadian large capitalization companies.
Address
BMO Funds
250 Yonge Street
9th Floor
Toronto, ON M5B 2M8
Canada
Phone
1-800-668-7327