BMO Large-Cap Growth Fund Class R6

Frequently Asked Questions About BLGRX

What does BLGRX invest in?

Its core objective is to achieve capital appreciation. The portfolio primarily allocates at least 80% of its holdings to common equities of substantial U.S. corporations, generally aligned in market capitalization, at the time of investment, with companies found in the Russell 1000® Growth Index. Stock selection is guided by the Adviser's distinctive growth methodology, prioritizing well-established firms with robust, consistent earnings expansion, provided they can be acquired at attractive valuations. This analytical framework integrates proprietary quantitative instruments with the informed qualitative assessments of the investment professionals.

What is the expense ratio of BLGRX?

An expense ratio for BMO Large-Cap Growth Fund Class R6 (BLGRX) 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 BLGRX?

BMO Large-Cap Growth Fund Class R6 (BLGRX) 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 BLGRX actively managed or an index fund?

BLGRX 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 BLGRX launched?

BMO Large-Cap Growth Fund Class R6 (BLGRX) launched in January 2019 and is managed by the fund issuer.

How has BLGRX performed?

BLGRX'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.