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BMO Funds, Inc. - BMO Mid-Cap Growth Fund (BMGGX)

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11.68+0.18 (+1.57%)
At close: 09:00PM EDT

BMO Funds, Inc. - BMO Mid-Cap Growth Fund

Marshall Funds Inc

111 East Kilbourn Avenue

Milwaukee, WI 53202

800-236-3863
Management Information
David A. Corris,Lead Manager since October 3, 2016
David heads the BMO Disciplined Equity Team and is responsible for equity portfolio management and research. He joined the company in 2008. David began his investment management career in 1999, and was a quantitative equity portfolio manager/researcher at Northern Trust Global Investments. He holds an M.B.A. from Harvard Business School and a B.S. in mathematics and quantitative economics from the University of Wisconsin. In addition, he 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

CategoryMid-Cap Growth
Fund FamilyBMO Funds
Net Assets22.59M
YTD Return6.86%
Yield0.00%
Morningstar Rating★★★
Inception DateMay 26, 2014

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseBMGGXCategory Average
Annual Report Expense Ratio (net)0.84%1.09%
Prospectus Net Expense Ratio0.84%N/A
Prospectus Gross Expense Ratio0.94%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection290N/A
5 Yr Expense Projection510N/A
10 Yr Expense Projection1,146N/A