Advertisement
BMO sets investment minimums at $500 and MER at 0.85%.
Fund/Portfolios |
Series D Target MER
|
Series A MER savings
|
| BMO Fixed Income ETF Portfolio Series D | 0.85 |
New Fund |
| BMO Security ETF Portfolio Series D | 0.85 |
New Fund |
| BMO Conservative ETF Portfolio Series D | 0.85 |
New Fund |
| BMO Balanced ETF Portfolio Series D | 0.90 |
New Fund |
| BMO Growth ETF Portfolio Series D | 0.90 |
New Fund |
| BMO Equity Growth ETF Portfolio Series D | 0.95 |
New Fund |
| ETF Based Solutions | ||
| BMO Tactical Dividend ETF Fund Series D | 1.20 |
New fund |
| BMO Target Enhanced Yield ETF Portfolio Series D | 1.05 |
1.71 |
| BMO Target Yield ETF Portfolio Series D | 0.85 |
1.58 |
| Index Funds | ||
| BMO Canadian Equity ETF Fund Series D | 0.80 |
1.05 |
| BMO U.S. Equity ETF Fund Series D | 0.85 |
1.16 |
| BMO International Equity ETF Fund Series D | 1.00 |
1.16 |
| Income Funds | ||
| BMO Bond Fund Series D | 0.75 |
1.60 |
| BMO Global Strategic Bond Fund Series D | 1.35 |
2.23 |
| BMO Emerging Markets Bond Fund Series D | 1.30 |
New fund |
| BMO U.S. High Yield Bond Fund Series D | 1.15 |
2.21 |
| BMO Preferred Share Fund Series D | 1.15 |
New fund |
| BMO Floating Rate Income Fund Series D | 1.15 |
1.85 |
| Balanced Funds | ||
| BMO Monthly Income Fund Series D | 1.05 |
1.57 |
| BMO Asset Allocation Fund Series D | 1.05 |
2.12 |
| Equity Funds | ||
| BMO Canadian Small Cap Fund Series D | 1.40 |
2.51 |
| BMO Canadian Stock Selection Fund Series D | 1.20 |
New fund |
| BMO Canadian Equity Fund Series D | 1.20 |
2.39 |
| BMO Monthly High Income Fund II Series D | 1.30 |
2.37 |
| BMO Enhanced Equity Income Fund Series D | 1.20 |
2.09 |
| BMO Dividend Fund Series D | 1.20 |
1.80 |
| BMO Asian Growth & Income Fund Series D | 1.80 |
2.87 |
| BMO Emerging Markets Fund Series D | 1.55 |
2.65 |
| BMO European Fund Series D | 1.55 |
2.52 |
| BMO International Value Fund Series D | 1.55 |
2.52 |
| BMO Global Infrastructure Fund Series D | 1.80 |
2.63 |
| BMO U.S. Equity Fund Series D | 1.25 |
2.49 |
| BMO Global Dividend Fund Series D | 1.30 |
2.58 |
Share this article Share on Facebook Share on Twitter Share on Linkedin Share on Reddit Share on Email
While ethical investors are hanging on, the number of advisors offering the methodology has pulled back, according to a...
A MoneySense reader asks what tax and probate implications she might face if she inherits a rental property held...
Both mutual funds and ETFs have their place, and the right one for you comes down to your financial...
A MoneySense reader wants to give money to his spouse to invest. Can he avoid Canada’s income attribution rules?
A MoneySense reader wants input on the tax implications of her investment withdrawals, but she can’t get a straight...
Here’s why mutual funds don’t travel well across international borders—and what Canadian investors can do instead.
Should you hold equities? Fixed income? An annuity? Or all three? Financial advisors debate the options in today’s “tariffied”...
An RESP’s investment mix should evolve over time. Here’s how to focus on growing and then preserving your savings...
Find out which Canadian robo-advisors offer the lowest fees, best support, top returns, and more, with MoneySense’s 2025 guide.
