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BMO Large-Cap Growth Fund Class Y (MASTX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests at least 80% of its assets in common stocks of large-sized U.S. companies similar in size, at the time of purchase, to those within the Russell 1000  Growth Index. The Adviser selects stocks using a unique, quantitative, growth-oriented approach and looks for high quality companies with sustainable earnings growth that are available at reasonable prices based on the Adviser's proprietary investment model.


1 month-0.13% 3 years+11.01%
3 months-0.78% 5 years+15.36%
1 year+5.83% Since inception+7.27%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+15.36%+14.98%
Expense ratio1.03%1.17%
Risk 5 year sharpe ratio1.401.16
Net assets$261.6M$2.9B
Average market cap$39.4B$90.5B
Average P/E21.425.8
Portfolio turnover94%94%

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Fund Management and Purchase Info

Fund familyBMO Funds
Fund manager & tenureErnesto Ramos / 4 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock97.96%
Fixed income0.09%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 19.77%
Financial service 11.08%
Energy 9.91%
Consumer goods 9.86%
Consumer service 9.08%
Top 10 Holdings
Portfolio weighting
AAPL Apple3.49%
GOOG Google3.40%
AMGN Amgen3.14%
PEP Pepsi3.08%
MSFT Microsoft3.05%
AMZN Amazon2.72%
FB Facebook2.60%
CMCSA Comcast2.58%
AYI Acuity Brands Inc2.34%

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