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Fund Profile
| Net Assets ($MM) (Jul 31, 2010) |
- |
| Price (NAV) (Sep 03, 2010) |
$10.2119 |
| YTD Return (Jul 31, 2010) |
-1.12 % |
| 12 Month Low/High |
-
/
-
|
| Management Expense Ratio (MER) |
- |
| Eligibility |
RRSP/RESP/RIF |
| Date Started |
Nov 11, 2009 |
| ISC |
GGF79602 |
| DSC |
GGF77602 |
| Low Load |
GGF78602 |
| F Class |
|
| Minimum Initial Investment |
$500 |
| Minimum Additional Investments |
$50 |
| Continuous Savings Plan (CSP) Amount |
$50 |
| Note |
A series of BMO U.S. Equity Class |
Related Links / Downloads
On November 20, 2009, BMO Guardian American Equity Ltd. was merged into BMO Guardian American Equity Class, with unitholders of BMO Guardian American Equity Ltd. receiving units of equivalent value of BMO American Equity Class . The advisor series is the BMO Guardian American Equity Class Advisor Series.
Financial Reports and Other Important Information
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Investment Objectives
The fund’s objective is to provide long-term growth through capital appreciation. It seeks a similar return to BMO Guardian American Equity Fund Ltd. by investing primarily in shares of that fund. The fund may invest directly in securities in which BMO Guardian American Equity Fund Ltd. may invest, as well as in fixed income securities and cash or cash equivalents.
How This Fund Works
This fund's objective is to increase the value of your investment over the long term by investing in equities of well-established U.S. companies that may be undervalued by the marketplace.
Fund mergers effective Nov 2009. Refer to Fund's web profile for details.
Why Buy This Fund
- Performance: Harris Investment Management’s strategies have historically resulted in strong returns versus their benchmarks and competitors
- Disciplined Process: Repeatable investment process which relies on internally generated quantitative and fundamental research
- Experience: Proven long-term approach in managing portfolios and guiding strategy through uncertain and volatile markets
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