Bmo Large-cap is trading at 22.91 as of the 23rd of January 2025; that is 0.53% up since the beginning of the trading day. The fund's open price was 22.79. Bmo Large-cap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of February 2023 and ending today, the 23rd of January 2025. Click here to learn more.
The investment seeks to provide capital appreciation. The fund invests at least 80 percent 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, growth-oriented approach, focusing on high quality companies with sustainable earnings growth that are available at reasonable prices, which combines the use of proprietary analytical tools and the qualitative judgments of the investment team.. More on Bmo Large Cap Growth
Bmo Large Cap Growth [BLGRX] is traded in USA and was established 23rd of January 2025. Bmo Large-cap is listed under BMO Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of BMO Funds family. This fund currently has accumulated 422.93 M in assets under management (AUM) with no minimum investment requirementsBmo Large Cap is currently producing year-to-date (YTD) return of 2.24% with the current yeild of 0.0%, while the total return for the last 3 years was 14.67%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Bmo Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Bmo Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Bmo Large Cap Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Bmo Large-cap financial ratios help investors to determine whether Bmo Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Bmo with respect to the benefits of owning Bmo Large-cap security.