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 Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
BMO STRATEGIC INCOME CLASS Y MRGIX USD 1,000 USD 1,000 Bond No Load INVESTOR CLASS Y Yes
BMO LARGE-CAP GROWTH FUND CLASS Y MASTX USD 1,000 USD 1,000 Stock No Load INVESTOR CLASS Y Yes
BMO INTERMEDIATE TAX-FREE FUND CLASS Y MITFX USD 1,000 USD 1,000 Bond No Load INVESTOR CLASS Y Yes
BMO STRATEGIC INCOME CLASS I MGIIX USD 1,000,000 USD 1,000,000 Bond No Load INSTITUTIONAL CL I Yes
BMO SHORT-TERM INCOME FUND CLASS I MSIFX USD 1,000,000 USD 1,000,000 Bond No Load INSTITUTIONAL CL I Yes
BMO LARGE-CAP GROWTH FUND CLASS I MLCIX USD 1,000,000 USD 1,000,000 Stock No Load INSTITUTIONAL CL I Yes
BMO LARGE-CAP VALUE FUND CLASS I MLVIX USD 1,000,000 USD 1,000,000 Stock No Load INSTITUTIONAL CL I Yes
BMO MID-CAP GROWTH FUND CLASS I MRMIX USD 1,000,000 USD 1,000,000 Stock No Load INSTITUTIONAL CL I Yes
BMO MID-CAP VALUE FUND CLASS I MRVIX USD 1,000,000 USD 1,000,000 Stock No Load INSTITUTIONAL CL I Yes
BMO SMALL-CAP GROWTH FUND CLASS I MSGIX USD 1,000,000 USD 1,000,000 Stock No Load INSTITUTIONAL CL I Yes
BMO ULTRA SHORT TAX-FREE FUND CLASS I MUISX USD 1,000,000 USD 1,000,000 Bond No Load INSTITUTIONAL CL I Yes
BMO CORPORATE INCOME FUND CLASS Y MCIYX USD 1,000 USD 1,000 Bond No Load INVESTOR CLASS Y Yes
BMO CORPORATE INCOME FUND CLASS I MCIIX USD 1,000,000 USD 1,000,000 Bond No Load INSTITUTIONAL CL I Yes
BMO CORE PLUS BOND FUND CLASS I MCBIX USD 1,000,000 USD 1,000,000 Bond No Load INSTITUTIONAL CL I Yes
BMO TCH CORE PLUS BOND FUND CLASS Y MCYBX USD 1,000 USD 1,000 Bond No Load INVESTOR CLASS Y Yes
BMO LGM EMERGING MARKETS CL I MIEMX USD 1,000,000 USD 1,000,000 Stock No Load INSTITUTIONAL CL I Yes
BMO DIVIDEND INCOME FUND CLASS I MDIVX USD 1,000,000 USD 1,000,000 Stock No Load INSTITUTIONAL CL I Yes
BMO PYRFORD INTERNATIONAL STOCK FUND I MISNX USD 1,000,000 USD 1,000,000 Stock No Load INSTITUTIONAL CL I Yes
BMO SMALL-CAP VALUE FUND CLASS I MRSNX USD 1,000,000 USD 1,000,000 Stock No Load INSTITUTIONAL CL I Yes
BMO INTERMEDIATE TAX-FREE FUND CLASS I MIITX USD 1,000,000 USD 1,000,000 Bond No Load INSTITUTIONAL CL I Yes
BMO LOW VOLATILITY EQUITY FUND CLASS I MLVEX USD 1,000,000 USD 1,000,000 Stock No Load INSTITUTIONAL CL I Yes
BMO SHORT TAX-FREE FUND CLASS I MTFIX USD 1,000,000 USD 1,000,000 Bond No Load INSTITUTIONAL CL I Yes
BMO GLOBAL LOW VOLATILITY EQUITY CLASS I BGLBX USD 1,000,000 USD 1,000,000 Stock No Load INSTITUTIONAL CL I Yes
BMO TARGET RETIREMENT 2030 FUND CLASS Y BTRHX USD 1,000 USD 1,000 Balanced No Load INVESTOR CLASS Y Yes
BMO IN-RETIREMENT FUND CLASS Y BTRYX USD 1,000 USD 1,000 Balanced No Load INVESTOR CLASS Y Yes
BMO TARGET RETIREMENT 2020 FUND CLASS Y BTRDX USD 1,000 USD 1,000 Balanced No Load INVESTOR CLASS Y Yes
BMO TARGET RETIREMENT 2040 FUND CLASS Y BTRMX USD 1,000 USD 1,000 Balanced No Load INVESTOR CLASS Y Yes
BMO TARGET RETIREMENT 2050 FUND CLASS Y BTRUX USD 1,000 USD 1,000 Balanced No Load INVESTOR CLASS Y Yes
BMO TARGET RETIREMENT 2015 FUND CLASS Y BRTAX USD 1,000 USD 1,000 Balanced No Load INVESTOR CLASS Y Yes
BMO TARGET RETIREMENT 2025 FUND CLASS Y BRTEX USD 1,000 USD 1,000 Balanced No Load INVESTOR CLASS Y Yes
BMO TARGET RETIREMENT 2035 FUND CLASS Y BRTIX USD 1,000 USD 1,000 Balanced No Load INVESTOR CLASS Y Yes
BMO TARGET RETIREMENT 2045 FUND CLASS Y BRTMX USD 1,000 USD 1,000 Balanced No Load INVESTOR CLASS Y Yes
BMO TARGET RETIREMENT 2055 FUND CLASS Y BRTRX USD 1,000 USD 1,000 Balanced No Load INVESTOR CLASS Y Yes
BMO SMALL-CAP CORE FUND CLASS A BCCAX USD 1,000 USD 0 Stock N/A A Yes
BMO SMALL-CAP VALUE FUND CLASS A BACVX USD 1,000 USD 0 Stock N/A A Yes
BMO SMALL-CAP VALUE FUND CLASS R6 BSVGX USD 0 USD 0 Stock N/A R6 Yes
BMO CORE PLUS BOND FUND CL A BATCX USD 1,000 USD 0 Bond N/A A Yes
BMO CORPORATE INCOME CL A BATIX USD 1,000 USD 0 Bond N/A A Yes
BMO ULTRA SHORT TAX-FREE FUND CL A BAUSX USD 1,000 USD 0 Bond N/A A Yes
BMO GROWTH ALLOCATION FUND CLASS I BABHX USD 1,000,000 USD 2,000,000 Balanced No Load INSTITUTIONAL CL I Yes
BMO GROWTH ALLOCATION FUND CLASS R-6 BABQX USD 0 USD 0 Balanced No Load R-6 Yes
BMO GROWTH ALLOCATION FUND CLASS Y BABYX USD 1,000 USD 1,000 Balanced No Load INVESTOR CLASS Y Yes
BMO CONSERVATIVE ALLOCATION FUND CLASS I BDVIX USD 1,000,000 USD 2,000,000 Balanced No Load INSTITUTIONAL CL I Yes
BMO CONSERVATIVE ALLOCATION FD CLASS R-6 BDVSX USD 0 USD 0 Balanced No Load R-6 Yes
BMO CONSERVATIVE ALLOCATION CLASS Y BDVYX USD 1,000 USD 1,000 Balanced No Load INVESTOR CLASS Y Yes
BMO AGGRESSIVE ALLOCATION FUND CLASS I BDSHX USD 1,000,000 USD 2,000,000 Stock No Load INSTITUTIONAL CL I Yes
BMO AGGRESSIVE LLOCATION FUND CLASS R-6 BDSQX USD 0 USD 0 Stock No Load R-6 Yes
BMO AGGRESSIVE ALLOCATION FUND CLASS Y BDSYX USD 1,000 USD 1,000 Stock No Load INVESTOR CLASS Y Yes
BMO BALANCED ALLOCATION FUND CLASS I BGRHX USD 1,000,000 USD 2,000,000 Balanced No Load INSTITUTIONAL CL I Yes
BMO BALANCED ALLOCATION FUND CLASS R-6 BGRQX USD 0 USD 0 Balanced No Load R-6 Yes
BMO BALANCED ALLOCATION FUND CLASS Y BGRYX USD 1,000 USD 1,000 Balanced No Load INVESTOR CLASS Y Yes
BMO MODERATE ALLOCATION FUND CLASS I BMBHX USD 1,000,000 USD 2,000,000 Balanced No Load INSTITUTIONAL CL I Yes
BMO MODERATE ALLOCATION FUND CLASS Y BMBTX USD 0 USD 0 Balanced No Load R-6 Yes
BMO MODERATE ALLOCATION FUND CLASS Y BMBYX USD 1,000 USD 1,000 Balanced No Load INVESTOR CLASS Y Yes
BMO GLOBAL LOW VOLATILITY EQUITY FUND A BAEGX USD 1,000 USD 0 Stock N/A A Yes
BMO INTERMEDIATE TAX-FREE CL A BITAX USD 1,000 USD 0 Bond N/A A Yes
BMO LARGE-CAP GROWTH FUND CL A BALGX USD 1,000 USD 0 Stock N/A A Yes
BMO LARGE-CAP VALUE FUND CL A BALVX USD 1,000 USD 0 Stock N/A A Yes
BMO LGM EMERGING MARKETS EQUITY FUND A BAEMX USD 1,000 USD 0 Stock N/A A Yes
BMO LOW VOLATILITY EQUITY FUND CLASS A BLVAX USD 1,000 USD 0 Stock N/A A Yes
BMO MID-CAP GROWTH FUND CL A BGMAX USD 1,000 USD 0 Stock N/A A Yes
BMO MID-CAP GROWTH FUND CLASS R6 BMGGX USD 0 USD 0 Stock N/A R-6 Yes
BMO MID-CAP VALUE FUND CL A BAMCX USD 1,000 USD 0 Stock N/A A Yes
BMO MID-CAP VALUE FUND CLASS R-6 BMVGX USD 0 USD 0 Stock N/A R-6 Yes
BMO HIGH YIELD BOND FUND CLASS A BMHAX USD 1,000 USD 0 Bond N/A A Yes
BMO STRATEGIC INCOME FUND CL A BMTAX USD 1,000 USD 0 Bond N/A A Yes
BMO PYRFORD INTERNATIONAL STOCK FUND A BPIAX USD 1,000 USD 0 Stock N/A A Yes
BMO PYRFORD INTERNATIONAL STOCK R6 BISGX USD 0 USD 0 Stock N/A R6 Yes
BMO SHORT TAX-FREE FUND CL A BASFX USD 1,000 USD 0 Bond N/A A Yes
BMO SHORT-TERM INCOME FUND CLASS A BTMAX USD 1,000 USD 0 Bond N/A A Yes
BMO DIVIDEND INCOME FUND CLASS A BADIX USD 1,000 USD 0 Stock N/A A Yes
BMO ALTERNATIVE STRATEGIES FUND CLASS A BMATX USD 1,000 USD 0 N/A N/A A Yes
BMO DISCIPLINED INTERNATIONAL EQUITY I BDIQX USD 1,000,000 USD 1,000,000 N/A N/A INSTITUTIONAL Yes
BMO DISCIPLINED INTERNATIONAL EQUITY A BDAQX USD 1,000 USD 0 N/A N/A A Yes
BMO SMALL-CAP GROWTH FUND CLASS A BSLAX USD 1,000 USD 0 N/A N/A A Yes

Notes:

  1. Advisor minimums may be lower.