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BMO U.S. Small Cap Advisor (0P0001D8R3.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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14.77-0.16 (-1.10%)
At close: 04:00PM EDT

BMO U.S. Small Cap Advisor

100 King Street West

43rd Floor

+1 8003611392
Management Information
,Lead Manager since December 15, 2021
Ernesto is the managing director of active equities and a portfolio manager at BMO Global Asset Management. He joined the company in 2005. Ernesto began his investment management career in 1992 with Batterymarch Financial Management. He holds a Ph.D. and an M.S. in statistics from Harvard University and a B.S. in mathematics from MIT.
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

CategoryN/A
Fund FamilyBMO Investments Inc.
Net Assets53.21M
YTD Return12.92%
Yield0.00%
Morningstar Rating★★★★★
Inception DateMay 13, 2018

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover123.45%
Average for CategoryN/A

Fees & Expenses

Expense0P0001D8R3.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
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