| 23.68 Net Asset Value | +1.15% 1 Day | +16.31% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 0.99% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +7.54% | 3 years | +17.74% | |
| 3 months | +6.91% | 5 years | +6.69% | |
| 1 year | +31.51% | Since inception | +7.50% |
| MRMIX | Category | |
|---|---|---|
| Performance 5-yr return | +6.69% | +6.62% |
| Expense ratio | 0.99% | 1.38% |
| Risk 5 year sharpe ratio | 0.40 | 0.34 |
| Net assets | $245.9M | $1.1B |
| Average market cap | $6.0B | $6.8B |
| Average P/E | 21.4 | 22.6 |
| Portfolio turnover | -- | -- |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | BMO Funds |
| Fund manager & tenure | Kenneth Salmon / 8 Years |
| Minimal initial investment | $2,000,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 21.03% |
| Healthcare | 14.41% |
| Energy | 10.97% |
| Consumer service | 9.39% |
| Consumer goods | 8.22% |
| ACTG Acacia Research Coroporation | 3.80% |
| UNT Unit Corporation | 3.55% |
| ACAS American Capital Ltd | 3.44% |
| EBIX Ebix, Inc. | 3.05% |
| LPI Laredo Petroleum Holdings Inc | 2.47% |
| AREX Approach Resources, Inc. | 2.28% |
| LNCO LinnCo LLC | 1.57% |
| APH Amphenol Corp | 1.52% |
| -- Catamaran Corp | 1.49% |
| CERN Cerner Corporation | 1.48% |
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