BMO Funds, Inc: BMO Large-Cap Value Fund; Class R6 Shares (BLCRX)

15.75 0.00%
12:28 pm EDT; Powered by Koyfin
Pros
10-year return above the benchmark
No sales load or distribution fees
Cons
Low net assets
3-year return below the benchmark
5-year return below the benchmark

Pros

  1. BLCRX 10-year return is 9.85%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.44%.
  2. Good news: this fund does not have 12b1, front-end or back-end sales fees.

Cons

  1. BLCRX net assets are $58.80 million. This fund is not a popular choice with retail investors.
  2. BLCRX 3-year return is 2.6%, which is lower than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 4.23%.
  3. BLCRX 5-year return is 6.27%, which is lower than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 8.09%.