BMO Large-Cap Growth Fund Class Y

Frequently Asked Questions About MASTX

What does MASTX invest in?

The primary objective of this fund is to achieve capital appreciation for its investors. It allocates a minimum of 80% of its holdings to common stocks of large-capitalization U.S. corporations. These companies are identified as being similar in scale, at the point of investment, to those found within the Russell 1000® Growth Index. Columbia's approach to stock selection is uniquely growth-oriented, concentrating on high-quality businesses that demonstrate sustainable earnings expansion and are attainable at fair prices. This methodology integrates both proprietary analytical tools and the seasoned qualitative judgments of the investment team.

What is the expense ratio of MASTX?

An expense ratio for BMO Large-Cap Growth Fund Class Y (MASTX) 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 MASTX?

BMO Large-Cap Growth Fund Class Y (MASTX) manages $553.2M 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 MASTX actively managed or an index fund?

MASTX 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 MASTX launched?

BMO Large-Cap Growth Fund Class Y (MASTX) launched in November 1992 and is managed by the fund issuer.

How has MASTX performed?

MASTX'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.