Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
2.27% 562.73M 3.36% 6.06%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-28.73M 20.01%

Basic Info

Investment Strategy
This fund's objective is to achieve long-term capital growth consistent with the preservation of capital by investing primarily in equity securities of mid to large capitalization companies located outside of Canada and the United States that have long-term growth potential or that pay or are expected to pay above-average dividends. The fundamental investment objective may only be changed with the approval of a majority of the votes cast at a meeting of unitholders called for that purpose.
General
Security Type Mutual Fund
Equity Style Large Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global ex US
Peer Group International Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name BMO Global Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 40
-195.86M Peer Group Low
763.37M Peer Group High
1 Year
% Rank: 87
-28.73M
-2.040B Peer Group Low
5.207B Peer Group High
3 Months
% Rank: 81
-247.05M Peer Group Low
1.824B Peer Group High
3 Years
% Rank: 14
-3.439B Peer Group Low
7.915B Peer Group High
6 Months
% Rank: 85
-599.33M Peer Group Low
3.171B Peer Group High
5 Years
% Rank: 15
-3.050B Peer Group Low
9.457B Peer Group High
YTD
% Rank: 41
-195.86M Peer Group Low
763.37M Peer Group High
10 Years
% Rank: 20
-3.734B Peer Group Low
12.50B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
14.41%
-0.16%
4.83%
-2.33%
9.59%
9.98%
16.66%
7.45%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
3.28%
--
2.75%
10.75%
-10.32%
14.49%
12.85%
22.83%
7.78%
15.42%
0.33%
7.58%
-0.82%
13.43%
12.60%
19.76%
4.95%
--
--
--
-7.70%
14.84%
11.97%
24.92%
8.13%
15.07%
5.19%
9.90%
-8.95%
14.92%
11.48%
24.45%
7.64%
As of February 15, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (2-13-26) 2.98%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Stock
Weighted Average PE Ratio 23.98
Weighted Average Price to Sales Ratio 3.408
Weighted Average Price to Book Ratio 4.338
Weighted Median ROE 18.88%
Weighted Median ROA 7.03%
ROI (TTM) 11.40%
Return on Investment (TTM) 11.40%
Earning Yield 0.0504
LT Debt / Shareholders Equity 0.6128
Number of Equity Holdings 10
As of January 31, 2026

Growth Metrics

EPS Growth (1Y) 12.33%
EPS Growth (3Y) 2.16%
EPS Growth (5Y) 4.09%
Sales Growth (1Y) 3.56%
Sales Growth (3Y) 4.03%
Sales Growth (5Y) 3.89%
Sales per Share Growth (1Y) 4.40%
Sales per Share Growth (3Y) 4.41%
Operating Cash Flow - Growth Rate (3Y) 5.74%
As of January 31, 2026

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.15%
Stock 97.65%
Bond 0.00%
Convertible 0.00%
Preferred 1.21%
Other 0.00%
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Top 10 Holdings

Name % Weight Price % Change
Nestlé SA 2.63% 102.85 -1.02%
Roche Holding AG 2.51% 478.66 2.65%
United Overseas Bank Ltd. (Singapore) 2.49% 31.00 6.13%
Mitsubishi Electric Corp. 2.33% 37.55 -4.41%
Novartis AG 2.29% 161.50 2.22%
Japan Tobacco, Inc. 2.25% 39.75 0.00%
Unilever Plc 2.20% 73.08 0.00%
SAP SE 2.14% 205.40 0.58%
KDDI Corp. 2.10% 17.04 0.00%
Telenor ASA 2.09% 18.91 0.00%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP Yes
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 500.00 None
Minimum Subsequent Investment 50.00 None

Basic Info

Investment Strategy
This fund's objective is to achieve long-term capital growth consistent with the preservation of capital by investing primarily in equity securities of mid to large capitalization companies located outside of Canada and the United States that have long-term growth potential or that pay or are expected to pay above-average dividends. The fundamental investment objective may only be changed with the approval of a majority of the votes cast at a meeting of unitholders called for that purpose.
General
Security Type Mutual Fund
Equity Style Large Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global ex US
Peer Group International Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name BMO Global Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (2-13-26) 2.98%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Stock
Weighted Average PE Ratio 23.98
Weighted Average Price to Sales Ratio 3.408
Weighted Average Price to Book Ratio 4.338
Weighted Median ROE 18.88%
Weighted Median ROA 7.03%
ROI (TTM) 11.40%
Return on Investment (TTM) 11.40%
Earning Yield 0.0504
LT Debt / Shareholders Equity 0.6128
Number of Equity Holdings 10
As of January 31, 2026

Growth Metrics

EPS Growth (1Y) 12.33%
EPS Growth (3Y) 2.16%
EPS Growth (5Y) 4.09%
Sales Growth (1Y) 3.56%
Sales Growth (3Y) 4.03%
Sales Growth (5Y) 3.89%
Sales per Share Growth (1Y) 4.40%
Sales per Share Growth (3Y) 4.41%
Operating Cash Flow - Growth Rate (3Y) 5.74%
As of January 31, 2026

Fund Details

Key Dates
Launch Date 4/7/2014
Share Classes
BMO95732 Fee-based Advice
BMO99732 Commission-based Advice
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:BMO70732.TO", "name")
Broad Asset Class: =YCI("M:BMO70732.TO", "broad_asset_class")
Broad Category: =YCI("M:BMO70732.TO", "broad_category_group")
Prospectus Objective: =YCI("M:BMO70732.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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