Bmo Large Cap Growth Fund Net Income
| BLGRX Fund | USD 17.54 0.11 0.63% |
As of the 20th of February, Bmo Large-cap shows the Risk Adjusted Performance of (0.10), standard deviation of 3.38, and Mean Deviation of 1.27. Bmo Large Cap technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Bmo Large-cap's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Bmo Large-cap's valuation are provided below:Bmo Large Cap Growth does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Bmo |
Bmo Large-cap 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Bmo Large-cap's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Bmo Large-cap.
| 11/22/2025 |
| 02/20/2026 |
If you would invest 0.00 in Bmo Large-cap on November 22, 2025 and sell it all today you would earn a total of 0.00 from holding Bmo Large Cap Growth or generate 0.0% return on investment in Bmo Large-cap over 90 days. Bmo Large-cap is related to or competes with Morningstar Unconstrained, Thrivent High, Via Renewables, T Rowe, Sitka Gold, and MSCI ACWI. The investment seeks to provide capital appreciation More
Bmo Large-cap Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Bmo Large-cap's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Bmo Large Cap Growth upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 28.92 | |||
| Value At Risk | (2.09) | |||
| Potential Upside | 1.28 |
Bmo Large-cap Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bmo Large-cap's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Bmo Large-cap's standard deviation. In reality, there are many statistical measures that can use Bmo Large-cap historical prices to predict the future Bmo Large-cap's volatility.| Risk Adjusted Performance | (0.10) | |||
| Jensen Alpha | (0.51) | |||
| Total Risk Alpha | (0.73) | |||
| Treynor Ratio | (1.45) |
Bmo Large-cap February 20, 2026 Technical Indicators
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| Volume Indicators |
| Risk Adjusted Performance | (0.10) | |||
| Market Risk Adjusted Performance | (1.44) | |||
| Mean Deviation | 1.27 | |||
| Coefficient Of Variation | (695.12) | |||
| Standard Deviation | 3.38 | |||
| Variance | 11.44 | |||
| Information Ratio | (0.16) | |||
| Jensen Alpha | (0.51) | |||
| Total Risk Alpha | (0.73) | |||
| Treynor Ratio | (1.45) | |||
| Maximum Drawdown | 28.92 | |||
| Value At Risk | (2.09) | |||
| Potential Upside | 1.28 | |||
| Skewness | (7.06) | |||
| Kurtosis | 54.47 |
Bmo Large Cap Backtested Returns
Bmo Large Cap secures Sharpe Ratio (or Efficiency) of -0.14, which signifies that the fund had a -0.14 % return per unit of risk over the last 3 months. Bmo Large Cap Growth exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Bmo Large-cap's Mean Deviation of 1.27, standard deviation of 3.38, and Risk Adjusted Performance of (0.10) to double-check the risk estimate we provide. The fund shows a Beta (market volatility) of 0.34, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Bmo Large-cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bmo Large-cap is expected to be smaller as well.
Auto-correlation | 0.58 |
Modest predictability
Bmo Large Cap Growth has modest predictability. Overlapping area represents the amount of predictability between Bmo Large-cap time series from 22nd of November 2025 to 6th of January 2026 and 6th of January 2026 to 20th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Bmo Large Cap price movement. The serial correlation of 0.58 indicates that roughly 58.0% of current Bmo Large-cap price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.58 | |
| Spearman Rank Test | 0.39 | |
| Residual Average | 0.0 | |
| Price Variance | 0.15 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Bmo Large Cap Growth reported net income of 0.0. This indicator is about the same for the BMO Funds average (which is currently at 0.0) family and about the same as Large Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Bmo Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Bmo Large-cap's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Bmo Large-cap could also be used in its relative valuation, which is a method of valuing Bmo Large-cap by comparing valuation metrics of similar companies.Bmo Large is currently under evaluation in net income among similar funds.
Bmo Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Bmo Large-cap's current stock value. Our valuation model uses many indicators to compare Bmo Large-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Bmo Large-cap competition to find correlations between indicators driving Bmo Large-cap's intrinsic value. More Info.Bmo Large Cap Growth is second largest fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 1,902 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Bmo Large-cap's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Bmo Large-cap
The fund consists of 98.82% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Bmo Large-cap's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Bmo Fundamentals
| Total Asset | 588.19 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 7.04 % | ||||
| One Year Return | 3.73 % | ||||
| Three Year Return | 22.45 % | ||||
| Five Year Return | 12.42 % | ||||
| Ten Year Return | 14.92 % | ||||
| Net Asset | 422.93 M | ||||
| Last Dividend Paid | 0.11 | ||||
| Cash Position Weight | 1.18 % | ||||
| Equity Positions Weight | 98.82 % |
About Bmo Large-cap Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Bmo Large Cap Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Bmo Large-cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Bmo Large Cap Growth based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Bmo Mutual Fund
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.
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