BMO Global Income & Growth Fund: Global Investing Made Easy – All-in-one Global Balanced Fund
Mutual Funds
Overview
Growth of $10,000
Performance data cannot be shown for one year after a fund’s inception, per National Instrument 81-102.
Past Performance Year-By-Year
Performance data cannot be shown for one year after a fund’s inception, per National Instrument 81-102.
Fund Details
- Price (NAV) ()
- Inception Date
- Management Expense Ratio (MER)
- Distribution Frequency
- Category
- Risk Rating
- Portfolio Manager
Under the Hood
Annual Compound Returns (%)
as of1 mo | 3 mo | 6 mo | YTD | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr | Since Inception |
---|---|---|---|---|---|---|---|---|---|
Performance data cannot be shown for one year after a fund’s inception, per National Instrument 81-102.
Calendar Year Returns (%)
sincePerformance data cannot be shown for one year after a fund’s inception, per National Instrument 81-102.
Top Holdings
as ofCompany | % |
---|---|
Top Holdings (% of Portfolio) |
Top Holdings are unavailable for this fund.
Portfolio Metrics
- Portfolio Yielda
- Average Duration (Yrs)b
Standard Deviation**
as of3 Yr | 5 Yr | 10 Yr |
---|---|---|
Risk measures require a minimum time period of three years. The data is not currently available for this fund.
Distributions
- Distribution Date
- Distribution Amount
- Reinvestment Price
- Distribution Frequency*
Asset Allocation
Geographic Allocation
Industry Type Allocation
Why Invest?
PM Commentary
** An annualized statistical measure of risk of a fund’s performance around its average. It is calculated based on a fund’s monthly returns over a specified time period. The greater the standard deviation, the greater the fund’s volatility.
a It is the most recent income received by the fund in the form of dividends, interest and other income annualized based on the payment frequency, divided by the current market value of the fund’s investments. It is gross of any fees or expenses of the fund.
b A measure of sensitivity of bond prices to changes in interest rates. Generally, the higher the duration the more volatile the bond’s price will be when interest rates change.
c Front End = Sales Charge.
d DSC closed to new purchase. As of November 2020, LL no longer available for sale.