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BMO Precious Metals Advisor (0P0000IMAN.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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30.52-0.38 (-1.24%)
At close: 03:00PM EST

BMO Precious Metals Advisor

77 King Street West

Suite 4200

Management Information
Mark Serdan,Lead Manager since March 1, 2010
Mark joined BMO Asset Management Inc. in the fall of 2009 and has over 17 years of investment industry experience. Mark manages Canadian equity portfolios, with an emphasis on the resource sector. Prior to joining the firm, he was responsible for investing in the Canadian materials sector at a major international investment management firm. Mark holds an Honours Bachelor of Commerce degree from the University of Windsor, received his CA from the Institute of Chartered Accountants of Ontario, and is a CFA charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryPrecious Metals Equity
Fund FamilyBMO Investments Inc.
Net Assets70.5M
YTD Return8.50%
Morningstar Rating★★★
Inception DateNov 2, 2008

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover50.95%
Average for CategoryN/A

Fees & Expenses

Expense0P0000IMAN.TOCategory Average
Annual Report Expense Ratio (net)2.42%1.91%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A