BAMCX : BMO Mid-Cap Value Fund Class A

BAMCX is a US Stocks Market Mid-Cap Value with HIGH fees.

BAMCX

BMO Mid-Cap Value Fund Class A

FI Score

24 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

24% FI Score
  • bamcx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

BMO Mid-Cap Value Fund Class A

Expenses: 1.24% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Fund Summary

The investment seeks capital appreciation. The fund invests at least 80% of its assets in value-oriented common stocks of medium-sized U.S. companies similar in size, at the time of purchase, to those within the Russell Midcap® Value Index. The Adviser selects stocks using a unique, value-oriented approach focusing on high quality companies with long-term capital appreciation potential that are available at reasonable prices, which combines the use of proprietary analytical tools and the qualitative judgments of the investment team.

Largest Holdings

Amount Holding
2.06% Hologic Inc
1.80% Entergy Corp
1.80% Camden Property Trust
1.79% Zimmer Biomet Holdings Inc
1.73% ON Semiconductor Corp
1.73% AvalonBay Communities Inc
1.73% Ingredion Inc
1.72% Valmont Industries Inc
1.69% Idacorp Inc
1.68% Encompass Health Corp
1.63% National Instruments Corp
1.62% Steris PLC
1.61% Ameriprise Financial Inc
1.60% Steel Dynamics Inc
1.59% Essex Property Trust Inc
1.55% Hubbell Inc
1.54% Jabil Inc
1.54% MDU Resources Group Inc
1.51% NRG Energy Inc
1.44% The Hershey Co
1.44% The Hartford Financial Services Group Inc
1.43% Regal Beloit Corp
1.42% Jazz Pharmaceuticals PLC
1.41% Exelixis Inc
1.40% Dolby Laboratories Inc

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