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BMO Equity Index Fund How to buy
Fund Profile
Net Assets ($MM) (Aug 31, 2010) $422.2
Price (Sep 03, 2010) $36.6219
YTD Return (Jul 31, 2010) 0.78%
12 Month Low/High $32.7509 / $36.8190
Management Expense Ratio (MER) Sep 30, 2009 1%
Eligibility RRSP / RESP / RIF / TFSA / RDSP
Date Started May 2, 1988
Baycom# BMO144
Fundata# BOM*EQU
Minimum Initial Investment $500
Minimum Additional Investments $50
Continuous Savings Plan (CSP) Amount $50 min / month


Related Links / Downloads
Prospectuses, Financial Reports & Other Important Information
Who Should Buy This Fund?

Consider this fund if
  • you prefer a fund that seeks to track the performance of the S&P/TSX Composite Total Return Index
  • you're looking for a core Canadian equity fund that focuses on established companies
  • you're comfortable with medium investment risk.


Investment Objectives and Strategies

This fund's objective is to track the performance of the S&P/TSX Composite Total Return Index.

The portfolio manager invests directly in equity securities and may also use derivatives to track the performance of the S&P/TSX Composite Total Return Index. Individual security weightings are maintained as closely as possible to the index and transaction costs are minimized by rebalancing only when necessary.
 
 
How to buy