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Top Fund Ideas

What kind of solutions are you searching for in today’s environment? Browse our Top Fund Ideas by investment objective to help your clients on their investing journey.

 

Core Solutions - ETF Managed Portfolios

Build client portfolios with ease using our one-ticket investments.

Concentrated Funds

Aim high for returns with actively managed, high-conviction strategies.

Fixed Income Strategies

Add sources of yield, while safeguarding your client holdings.

Balanced Strategies

Keep traditional allocation as a staple on every product shelf.

Enhanced Dividend Strategies

Boost yield with a well-diversified roster of dividend growers.

Low Volatility Solutions

Reduce risk, and still capture upside when the market rebounds.

Equity Growth Strategies

Invest boldly to outperform any and all market benchmarks.

Alternative Assets

T4/T5/T6/T8/F2/F4/F5/F6 funds provide a monthly distribution at a predefined annualized rate that resets based on Dec 31 NAV of each year (i.e., T6 would mean 6% annually, resetting annually based on December 31 NAV) and are ideal for investors seeking a tax-efficient, predictable source of cash flow from non-registered accounts.

Source: Morningstar Direct. Data as of December 31, 2022. Funds are Series F.

© 2022 Morningstar Research, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

BMO Advisor Series Mutual Funds: 4 & 5 Star Morningstar Rated

BMO Asian Growth & Income Fund F Overall Rating of 5 stars out of 48 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (47 funds), 5 stars over 5 years (47 funds), and 5 stars over 10 years (25 funds).

BMO Asset Allocation Fund F Overall Rating of 4 stars out of 347 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (317 funds), and 4 stars over 5 years (298 funds), and 5 stars over 10 years (211).

BMO Balanced ETF Portfolio F Overall Rating of 4 stars out of 1,612 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (1,369 funds), and 4 stars over 5 years (1,149 funds).

BMO Canadian Small Cap Equity Fund F Overall Rating of 4 stars out of 200 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (178 funds), and 4 stars over 5 years (170 funds), and 4 stars over 10 years (119).

BMO Canadian Stock Selection Fund F Overall Rating of 4 stars out of 608 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (522 funds), and 4 stars over 5 years (450 funds).

BMO Concentrated Global Balanced Fund F Overall Rating of 4 stars out of 1,612 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,369 funds), and 4 stars over 5 years (1,149 funds), and 4 star over 10 years (526).

BMO Concentrated Global Equity Fund F Overall Rating of 4 stars out of 1,918 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,633 funds).

BMO Conservative ETF Portfolio F Overall Rating of 4 stars out of 803 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (704 funds), 4 stars over 5 years (553 funds).

BMO Covered Call Europe High Dividend ETF Fund F Overall Rating of 5 stars out of 161 funds. The Fund received a Morningstar Rating of 5 stars over 3 years (157 funds), and 5 stars over 5 years (145 funds).

BMO Diversified Income Portfolio F Overall Rating of 4 stars out of 1,612 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,369 funds), and 4 stars over 5 years (1,149 funds).

BMO Dividend Fund F Overall Rating of 4 stars out of 429 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (398 funds), and 3 stars over 5 years (360 funds), and 4 stars over 10 years (207 funds).

BMO Enterprise Fund F Overall Rating of 4 stars out of 200 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (178 funds), and 4 stars over 5 years (170 funds), and 5 stars over 10 years (119 funds).

BMO Equity Growth ETF Portfolio Class F Overall Rating of 4 stars out of 1,918 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,633 funds), and 4 stars over 5 years (1,323 funds) and 3 stars over 10 years (1,640 funds).

BMO European Fund F Overall Rating of 4 stars out of 161 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (157 funds), and 53stars over 5 years (145 funds), and 4 stars over 10 years (82 funds).

BMO Global Dividend Fund F Overall Rating of 4 stars out of 1,918 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,633 funds), and 4 stars over 5 years (1,323 funds), and 3 stars over 10 years (640 funds).

BMO Global Energy Class F Overall Rating of 4 stars out of 52 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (42 funds), and 4 stars over 5 years (39 funds).

BMO Global Equity Fund F Overall Rating of 4 stars out of 1,918 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,633 funds), and 4 stars over 5 years (1,323 funds).

BMO Global Infrastructure Fund F Overall Rating of 4 stars out of 107 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (89 funds), and 4 stars over 5 years (69 funds).

BMO Greater China Class F Overall Rating of 5 stars out of 65 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (58 funds), and 5 stars over 5 years (51 funds).

BMO Growth ETF Portfolio F Overall Rating of 4 stars out of 1,261 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,062 funds), and 5 stars over 5 years (885 funds).

BMO International Equity ETF Fund F Overall Rating of 4 stars out of 659 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (598 funds), and 5 stars over 5 years (481 funds).

BMO International Value Fund F Overall Rating of 5 stars out of 659 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (598 funds), and 5 stars over 5 years (481 funds).

BMO Low Volatility Canadian Equity ETF Fund F Overall Rating of 4 stars out of 608 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (522 funds).

BMO Monthly Income Fund F Overall Rating of 4 stars out of 347 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (317 funds), and 4 stars over 5 years (298 funds), and 4 star over 10 years (211 funds).

BMO Multi-Factor Equity Fund F Overall Rating of 4 stars out of 1,400 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,225 funds).

BMO North American Dividend Fund F Overall Rating of 4 stars out of 137 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (105 funds), and 5 stars over 5 years (61 funds).

BMO Resource Fund F Overall Rating of 4 stars out of 105 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (103 funds), and 3 stars over 5 years (101 funds), and 4 stars over 10 years (66 funds).

BMO Retirement Balanced Portfolio F Overall Rating of 4 stars out of 1,612 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,369 funds), and 4 stars over 5 years (1,149 funds).

BMO Retirement Conservative Portfolio F Overall Rating of 4 stars out of 803 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (704 funds), and 4 stars over 5 years (553 funds).

BMO Retirement Income Portfolio F Overall Rating of 4 stars out of 803 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (704 funds), and 4 stars over 5 years (553 funds).

BMO SelectTrust Balanced Portfolio F Overall Rating of 5 stars out of 1,612 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (1,369 funds), and 3 stars over 5 years (1,149 funds).

BMO SIA Focused North American Equity Fund F Overall Rating of 5 stars out of 1,612 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (1,369 funds), and 3 stars over 5 years (1,149 funds), and 4 stars over 10 years (526 funds).

BMO Sustainable Opportunities Global Equity Fund F Overall Rating of 4 stars out of 1,918 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (105 funds), and 0 stars over 5 years (61 funds).

BMO Tactical Global Asset Allocation ETF Fund F Overall Rating of 4 stars out of 1,459 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (1,633 funds), and 4 stars over 5 years (1,323 funds).

BMO U.S. Small Cap Fund F Overall Rating of 5 stars out of 254 funds. The Fund received a Morningstar Rating of 5 stars over 3 years (203 funds).

BMO US Dollar Balanced Fund F Overall Rating of 5 stars out of 1,613 funds. The Fund received a Morningstar Rating of 5 stars over 3 years (1,612 funds), and 5 stars over 5 years (1,149 funds).

BMO US Dollar Monthly Income Fund F Overall Rating of 5 stars out of 1,612 funds. The Fund received a Morningstar Rating of 4 stars over 3 years (1,369 funds), and 5 stars over 5 years (1,149 funds), and 5 stars over 10 years (526 funds).

BMO US Equity Fund F Overall Rating of 4 stars out of 1,400 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (1,225 funds), and 3 stars over 5 years (1,017 funds), and 4 stars over 10 years (470 funds).­

BMO World Bond Fund F Overall Rating of 4 stars out of 575 funds. The Fund received a Morningstar Rating of 3 stars over 3 years (428 funds), and 4 stars over 5 years (331 funds), and 5 stars over 10 years (106 funds).

Trailing Returns to December 31, 2022 (%)

Inception Date

3M

1Y

3Y

5Y

10Y

YTD

Since Inception

BMO Asian Growth & Income Fund F

2004-07-07

8.80

-12.91

-0.37

1.32

4.73

-12.91

6.39

BMO Asset Allocation Fund F

2009-11-11

3.50

-10.44

2.93

3.86

5.94

-10.44

5.39

BMO Balanced ETF Portfolio F

2013-08-12

5.25

-10.54

1.93

3.52

-10.54

5.76

BMO Canadian Small Cap Equity Fund F

2008-11-03

9.55

-19.68

7.72

6.17

9.23

-19.68

11.89

BMO Canadian Stock Selection Fund F

2013-12-23

3.89

-8.36

5.97

6.79

-8.36

8.01

BMO Concentrated Global Balanced Fund F

2006-02-27

7.26

-12.51

2.28

3.60

6.22

-12.51

5.46

BMO Concentrated Global Equity Fund F

2018-05-14

12.18

-12.35

6.37

-12.35

8.87

BMO Conservative ETF Portfolio F

2013-08-12

3.74

-11.02

0.40

2.25

-11.02

4.37

BMO Covered Call Europe High Dividend ETF Fund F

2016-04-28

13.23

0.05

2.94

3.88

0.05

6.27

BMO Diversified Income Portfolio F

2016-08-29

4.35

-9.09

2.33

3.97

-9.09

4.43

BMO Dividend Fund F

2008-11-03

3.02

-8.00

5.05

6.39

8.86

-8.00

8.23

BMO Enterprise Fund F

2002-08-27

7.30

-18.69

4.85

6.01

11.25

-18.69

10.84

BMO Equity Growth ETF Portfolio Class F

2010-04-26

7.89

-9.24

5.54

6.13

8.71

-9.24

6.97

BMO European Fund F

2008-11-03

18.33

-13.05

2.03

2.29

6.96

-13.05

8.28

BMO Global Dividend Fund F

2013-08-12

8.80

-8.92

6.79

7.03

-8.92

9.40

BMO Global Energy Class F

2013-06-24

12.95

41.69

7.86

3.35

41.69

4.21

BMO Global Equity Fund F

2015-04-17

6.98

-9.37

5.79

6.36

-9.37

7.43

BMO Global Infrastructure Fund F

2014-04-07

10.42

6.65

4.80

6.25

6.65

7.42

BMO Greater China Class F

2013-06-24

13.36

-13.91

0.02

2.96

-13.91

10.28

BMO Growth ETF Portfolio F

2013-08-12

6.63

-10.02

3.59

4.76

-10.02

7.05

BMO International Equity ETF Fund F

2017-05-05

9.87

-5.76

3.73

4.30

-5.76

4.92

BMO International Value Fund F

2013-12-23

13.61

-1.05

2.05

3.57

-1.05

5.65

BMO Low Volatility Canadian Equity ETF Fund F

2019-05-16

5.96

-0.35

7.59

-0.35

8.02

BMO Monthly Income Fund F

2008-11-03

3.62

-8.40

2.79

4.33

5.99

-8.40

6.51

BMO Multi-Factor Equity Fund F

2018-05-14

3.72

-11.75

8.66

-11.75

10.01

BMO North American Dividend Fund F

2013-06-24

7.69

-1.94

7.07

6.77

-1.94

10.93

BMO Resource Fund F

2008-11-03

10.37

14.40

8.32

6.50

4.91

14.40

6.10

BMO Retirement Balanced Portfolio F

2015-08-25

3.68

-9.54

2.11

3.61

-9.54

4.22

BMO Retirement Conservative Portfolio F

2015-08-25

2.27

-9.76

1.04

2.47

-9.76

2.95

BMO Retirement Income Portfolio F

2015-08-25

1.34

-9.91

0.22

1.64

-9.91

2.01

BMO SelectTrust Balanced Portfolio F

2006-07-17

4.97

-12.10

1.11

2.35

5.69

-12.10

4.88

BMO SIA Focused North American Equity Fund F

2018-12-05

-2.49

-3.46

6.36

-3.46

7.06

BMO Sustainable Opportunities Global Equity Fund F

2016-04-28

9.53

-18.57

4.73

7.64

-18.57

9.78

BMO Tactical Global Asset Alloc ETF Fund F

2016-04-28

-1.84

-8.97

0.03

3.09

-8.97

4.20

BMO U.S. Small Cap Fund F

2018-05-14

9.68

-6.58

10.49

-6.58

8.12

BMO US Dollar Balanced Fund F

2013-08-12

3.47

-16.97

1.93

3.17

-16.97

5.68

BMO US Dollar Monthly Income Fund F

2009-11-11

5.61

-12.38

0.91

3.09

5.29

-12.38

6.22

BMO US Equity Fund F

2008-11-03

3.90

-13.44

7.23

7.39

13.82

-13.44

11.46

BMO World Bond Fund F

2008-11-03

1.10

-9.57

-2.11

0.65

2.77

-9.57

3.33



Source: Morningstar Direct. F Series performance as of December 31, 2022.

* As compared to an investment that generates an equivalent amount of interest income.

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BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. Certain of the products and services offered under the brand name, BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions and may not be available to all investors. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO).

BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing.

Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.

BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.

Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read the ETF facts, fund facts or prospectus of the relevant mutual fund before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

For a summary of the risks of an investment in the BMO Mutual Funds, please see the specific risks set out in the prospectus. ETF Series of the BMO Mutual Funds trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.

BMO Life Assurance Company is the issuer of the BMO Segregated Funds individual variable insurance contract referred to in the Information Folder and the guarantor of any guarantee provisions therein. The BMO GIF Information Folder and Policy Provisions provide full details and govern in all cases. BMO GIF products are offered through BMO Life Assurance, a separate legal entity than BMO Global Asset Management and wholly owned by BMO Financial Group. Segregated funds are only available for sale by individuals with appropriate insurance licences and are not considered a mutual fund. Segregated fund fees are higher than mutual funds as they include insurance fees to provide for the guarantees on deposits at maturity or on death.

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