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.

Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.


Know Your Advisor: View the CIRO AdvisorReport