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Mutual Funds

BMO Funds

Exchange Hours Website
9:30 - 15:59 ET www.bmo.com/gam/us/mutual-funds#


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum1
Load
Type
Share
Class
Transaction
Fee
BMO STRATEGIC INCOME CLASS Y MRGIX Bond USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO LARGE-CAP GROWTH FUND CLASS Y MASTX Stock USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO INTERMEDIATE TAX-FREE FUND CLASS Y MITFX Bond USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO STRATEGIC INCOME CLASS I MGIIX Bond USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO SHORT-TERM INCOME FUND CLASS I MSIFX Bond USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO LARGE-CAP GROWTH FUND CLASS I MLCIX Stock USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO LARGE-CAP VALUE FUND CLASS I MLVIX Stock USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO MID-CAP GROWTH FUND CLASS I MRMIX Stock USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO MID-CAP VALUE FUND CLASS I MRVIX Stock USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO SMALL-CAP GROWTH FUND CLASS I MSGIX Stock USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO ULTRA SHORT TAX-FREE FUND CLASS I MUISX Bond USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO CORPORATE INCOME FUND CLASS Y MCIYX Bond USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO CORPORATE INCOME FUND CLASS I MCIIX Bond USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO CORE PLUS BOND FUND CLASS I MCBIX Bond USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO TCH CORE PLUS BOND FUND CLASS Y MCYBX Bond USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO LGM EMERGING MARKETS CL I MIEMX Stock USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO DIVIDEND INCOME FUND CLASS I MDIVX Stock USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO PYRFORD INTERNATIONAL STOCK FUND I MISNX Stock USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO SMALL-CAP VALUE FUND CLASS I MRSNX Stock USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO INTERMEDIATE TAX-FREE FUND CLASS I MIITX Bond USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO LOW VOLATILITY EQUITY FUND CLASS I MLVEX Stock USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO SHORT TAX-FREE FUND CLASS I MTFIX Bond USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO GLOBAL LOW VOLATILITY EQUITY CLASS I BGLBX Stock USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO TARGET RETIREMENT 2030 FUND CLASS Y BTRHX Balanced USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO IN-RETIREMENT FUND CLASS Y BTRYX Balanced USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO TARGET RETIREMENT 2020 FUND CLASS Y BTRDX Balanced USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO TARGET RETIREMENT 2040 FUND CLASS Y BTRMX Balanced USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO TARGET RETIREMENT 2050 FUND CLASS Y BTRUX Balanced USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO TARGET RETIREMENT 2015 FUND CLASS Y BRTAX Balanced USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO TARGET RETIREMENT 2025 FUND CLASS Y BRTEX Balanced USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO TARGET RETIREMENT 2035 FUND CLASS Y BRTIX Balanced USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO TARGET RETIREMENT 2045 FUND CLASS Y BRTMX Balanced USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO TARGET RETIREMENT 2055 FUND CLASS Y BRTRX Balanced USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO SMALL-CAP CORE FUND CLASS A BCCAX Stock USD 1,000,000 USD 1,000 N/A A Yes
BMO SMALL-CAP VALUE FUND CLASS A BACVX Stock USD 1,000,000 USD 1,000 N/A A Yes
BMO SMALL-CAP VALUE FUND CLASS R6 BSVGX Stock USD 1,000,000 USD 0 N/A R6 Yes
BMO CORE PLUS BOND FUND CL A BATCX Bond USD 1,000,000 USD 1,000 N/A A Yes
BMO CORPORATE INCOME CL A BATIX Bond USD 1,000,000 USD 1,000 N/A A Yes
BMO ULTRA SHORT TAX-FREE FUND CL A BAUSX Bond USD 1,000,000 USD 1,000 N/A A Yes
BMO GROWTH ALLOCATION FUND CLASS I BABHX Balanced USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO GROWTH ALLOCATION FUND CLASS R-6 BABQX Balanced USD 1,000,000 USD 0 No Load R-6 Yes
BMO GROWTH ALLOCATION FUND CLASS Y BABYX Balanced USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO CONSERVATIVE ALLOCATION FUND CLASS I BDVIX Balanced USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO CONSERVATIVE ALLOCATION FD CLASS R-6 BDVSX Balanced USD 1,000,000 USD 0 No Load R-6 Yes
BMO CONSERVATIVE ALLOCATION CLASS Y BDVYX Balanced USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO AGGRESSIVE ALLOCATION FUND CLASS I BDSHX Stock USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO AGGRESSIVE LLOCATION FUND CLASS R-6 BDSQX Stock USD 1,000,000 USD 0 No Load R-6 Yes
BMO AGGRESSIVE ALLOCATION FUND CLASS Y BDSYX Stock USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO BALANCED ALLOCATION FUND CLASS I BGRHX Balanced USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO BALANCED ALLOCATION FUND CLASS R-6 BGRQX Balanced USD 1,000,000 USD 0 No Load R-6 Yes
BMO BALANCED ALLOCATION FUND CLASS Y BGRYX Balanced USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO MODERATE ALLOCATION FUND CLASS I BMBHX Balanced USD 1,000,000 USD 1,000,000 No Load INSTITUTIONAL CL I Yes
BMO MODERATE ALLOCATION FUND CLASS Y BMBTX Balanced USD 1,000,000 USD 0 No Load R-6 Yes
BMO MODERATE ALLOCATION FUND CLASS Y BMBYX Balanced USD 1,000,000 USD 1,000 No Load INVESTOR CLASS Y Yes
BMO GLOBAL LOW VOLATILITY EQUITY FUND A BAEGX Stock USD 1,000,000 USD 1,000 N/A A Yes
BMO INTERMEDIATE TAX-FREE CL A BITAX Bond USD 1,000,000 USD 1,000 N/A A Yes
BMO LARGE-CAP GROWTH FUND CL A BALGX Stock USD 1,000,000 USD 1,000 N/A A Yes
BMO LARGE-CAP VALUE FUND CL A BALVX Stock USD 1,000,000 USD 1,000 N/A A Yes
BMO LGM EMERGING MARKETS EQUITY FUND A BAEMX Stock USD 1,000,000 USD 1,000 N/A A Yes
BMO LOW VOLATILITY EQUITY FUND CLASS A BLVAX Stock USD 1,000,000 USD 1,000 N/A A Yes
BMO MID-CAP GROWTH FUND CL A BGMAX Stock USD 1,000,000 USD 1,000 N/A A Yes
BMO MID-CAP GROWTH FUND CLASS R6 BMGGX Stock USD 1,000,000 USD 0 N/A R-6 Yes
BMO MID-CAP VALUE FUND CL A BAMCX Stock USD 1,000,000 USD 1,000 N/A A Yes
BMO MID-CAP VALUE FUND CLASS R-6 BMVGX Stock USD 1,000,000 USD 0 N/A R-6 Yes
BMO HIGH YIELD BOND FUND CLASS A BMHAX Bond USD 1,000,000 USD 1,000 N/A A Yes
BMO STRATEGIC INCOME FUND CL A BMTAX Bond USD 1,000,000 USD 1,000 N/A A Yes
BMO PYRFORD INTERNATIONAL STOCK FUND A BPIAX Stock USD 1,000,000 USD 1,000 N/A A Yes
BMO PYRFORD INTERNATIONAL STOCK R6 BISGX Stock USD 1,000,000 USD 0 N/A R6 Yes
BMO SHORT TAX-FREE FUND CL A BASFX Bond USD 1,000,000 USD 1,000 N/A A Yes
BMO SHORT-TERM INCOME FUND CLASS A BTMAX Bond USD 1,000,000 USD 1,000 N/A A Yes
BMO DIVIDEND INCOME FUND CLASS A BADIX Stock USD 1,000,000 USD 1,000 N/A A Yes
BMO ALTERNATIVE STRATEGIES FUND CLASS A BMATX Alternatives USD 1,000,000 USD 1,000 N/A A Yes
BMO DISCIPLINED INTERNATIONAL EQUITY I BDIQX Equity USD 5,000,000 USD 1,000,000 N/A INSTITUTIONAL Yes
BMO DISCIPLINED INTERNATIONAL EQUITY A BDAQX N/A USD 1,000,000 USD 1,000 N/A A Yes
BMO SMALL-CAP GROWTH FUND CLASS A BSLAX N/A USD 1,000,000 USD 1,000 N/A A Yes

Notes:

  1. Advisor minimums may be lower.