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BMO Canadian Small Cap Equity D (F00000T418.TO)

YHD - YHD Delayed price. Currency in CAD
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9.83-0.12 (-1.21%)
At close: 06:07PM EDT

BMO Canadian Small Cap Equity D

77 King Street West

Suite 4200

800-665-7700
Management information
Tyler Hewlett,Lead manager since 28 February 2012
David Taylor est gestionnaire de portefeuille pour les stratégies d’actions canadiennes à faible capitalisation de BMO Gestion d’actifs inc. Il s’est joint à la société en 2012 et compte plus de 12 années d’expérience dans le secteur du placement. Avant d’entrer au service de BMO GA, M. Taylor a travaillé dans la recherche sur les actions. Il détient un diplôme supérieur en admin. des affaires de la Richard Ivey School of Business de l’Université Western Ontario ainsi que le titre de CFA.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryCanadian Small/Mid Cap Equity
Fund familyBMO Investments Inc.
Net assets256.78M
YTD return13.01%
Yield0.00%
Morningstar rating★★★
Inception date6 Apr 2014

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover35.55%
Average for categoryN/A

Fees and expenses

ExpenseF00000T418.TOCategory average
Annual report expense ratio (net)1.40%1.90%
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