BMO Funds, Inc: BMO Low Volatility Equity Fund; Class I Shares (MLVEX)

11.47 0.00%
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Pros
3-year return above the benchmark
5-year return above the benchmark
No sales load or distribution fees
Cons
Low net assets

Pros

  1. MLVEX 3-year return is 11.65%, which is in line with the 3-year return of the benchmark index (Russell 1000 TR USD), 11.93%.
  2. MLVEX 5-year return is 11.43%, which is in line with the 5-year return of the benchmark index (Russell 1000 TR USD), 12.07%.
  3. Good news: this fund does not have 12b1, front-end or back-end sales fees.

Cons

  1. MLVEX net assets are $0.00 million. This fund is not a popular choice with retail investors.