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Fund Profile
| Net Assets ($MM) (Aug 31, 2010) |
$317.2 |
| Price (Sep 07, 2010) |
$29.9369 |
| YTD Return (Jul 31, 2010) |
2.19% |
| 12 Month Low/High |
$22.1540 / $30.3566 |
| Management Expense Ratio (MER) |
Sep 30, 2009 2.38% |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
August 3, 1993 |
| Baycom# |
BMO136 |
| Fundata# |
BOM*SPE |
| 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
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Who Should Buy This Fund?
Consider this fund if
- you're looking for a fund that invests in smaller
Canadian companies with high growth potential
- you're comfortable with medium-to-high
investment risk.
Investment Objectives and Strategies
This fund's objective is to provide above-average growth in the value of
your investment over the long term by investing in small and mid-sized Canadian
companies.
The portfolio manager uses a bottom-up
fundamental investment process to identify attractively priced securities from
small and mid-sized Canadian companies. This process includes analyzing company
financial statements, management and valuations.
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