BMO Small-Cap Growth I (MSGIX)
21.73
0.17(0.79%) May 17
| Prev Close: | 21.56 |
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| YTD Return*: | 9.87% |
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| Net Assets*: | 613.79M |
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| Yield*: | N/A |
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* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 613.79M |
| Category: | Small Growth |
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| Annual Report Expense Ratio (net): | 1.19% |
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Performance & Risk
| YTD Return: | 9.87% |
| 5y Avg Return: | 9.47% |
| Rank in Category (ytd): | 3 |
| % Rank in Category (ytd): | 0.4% |
| Beta (3y): | 1.41 |
| Morningstar Risk Rating: | 4 |
Fund Summary
The investment seeks capital appreciation.
The fund invests at least 80% of its assets in common stocks of small-sized U.S. companies similar in size to those within the Russell 2000® Growth Index. The Adviser selects stocks of companies with growth characteristics, including companies with above-average earnings growth potential and companies where significant changes are taking place, such as new products, services or methods of distribution, or overall business restructuring.
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