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