- What does BALGX invest in?
- The BMO Large-Cap Growth Fund Class A aims to achieve long-term growth in the value of its investments. To accomplish this, the fund dedicates a minimum of 80% of its portfolio to common stocks issued by substantial U.S. companies. These companies are chosen because their market capitalization is similar to firms found within the Russell 1000® Growth Index at the point of purchase. The fund's management team employs a unique, growth-oriented strategy, focusing on identifying financially sound businesses that demonstrate consistent and sustainable earnings expansion, all while ensuring they are acquired at sensible prices. This selection methodology blends the use of exclusive analytical tools with the seasoned qualitative judgments of the investment professionals.
- What is the expense ratio of BALGX?
- An expense ratio for BMO Large-Cap Growth Fund Class A (BALGX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is BALGX?
- BMO Large-Cap Growth Fund Class A (BALGX) manages $588.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BALGX actively managed or an index fund?
- BALGX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios because there's no security selection cost.
- When was BALGX launched?
- BMO Large-Cap Growth Fund Class A (BALGX) launched in January 2019 and is managed by the fund issuer.
- How has BALGX performed?
- BALGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
