BGLBX : BMO Global Low Volatility Equity Fund Class I

BGLBX is a Allocation Market Total World with MODERATE fees.

BGLBX

BMO Global Low Volatility Equity Fund Class I

FI Score

32 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

32% FI Score
  • bglbx
  • Mutual Fund
  • Allocation
  • Total World

BMO Global Low Volatility Equity Fund Class I

Expenses: 0.85% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund invests at least 80% of its assets in equity securities of companies located in the countries included, at the time of purchase, in the MSCI All Country World Index, which includes 23 developed and 26 emerging market countries. It normally invests at least 40% of its net assets in securities located outside the United States and is diversified among at least three countries. The fund may invest in companies across all market capitalizations and may at times focus its investments in one or more sectors.

Largest Holdings

Amount Holding
2.34% Merck & Co Inc
2.30% Allstate Corp
2.26% KDDI Corp
2.25% CLP Holdings Ltd
2.24% HKT Trust and HKT Ltd
2.23% Enel SpA
2.06% Nippon Telegraph & Telephone Corp
1.98% China Mobile Ltd
1.94% Verizon Communications Inc
1.94% Equity Lifestyle Properties Inc
1.94% Nestle SA
1.92% Walmart Inc
1.91% NetLink NBN Trust Registered Units Reg S
1.83% Pfizer Inc
1.81% PepsiCo Inc
1.77% HK Electric Investments and HK Electric Investments Ltd
1.61% Quebecor, Inc.
1.58% Flow Traders NV
1.56% Far EasTone Telecommunications Co Ltd
1.51% Chubu Electric Power Co Inc
1.44% Sysco Corp
1.43% Roche Holding AG Dividend Right Cert.
1.39% Essex Property Trust Inc
1.29% Fisher & Paykel Healthcare Corp Ltd
1.19% Portland General Electric Co

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