MASTX : BMO Large-Cap Growth Fund Class Y

MASTX is a US Stocks Market Large Growth with MODERATE fees.

MASTX

BMO Large-Cap Growth Fund Class Y

FI Score

49 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

49% FI Score
  • mastx
  • Mutual Fund
  • US Stocks
  • Large Growth

BMO Large-Cap Growth Fund Class Y

Expenses: 0.79% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why »

Fund Summary

The investment seeks capital appreciation. The fund invests at least 80% of its assets in common stocks of large-sized U.S. companies similar in size, at the time of purchase, to those within the Russell 1000® Growth Index. The Adviser selects stocks using a unique, growth-oriented approach, focusing on high quality companies with sustainable earnings growth 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
8.24% Microsoft Corp
6.55% Apple Inc
5.57% Amazon.com Inc
4.60% Facebook Inc A
4.27% Alphabet Inc Class C
3.28% Mastercard Inc A
2.97% Merck & Co Inc
2.72% Visa Inc Class A
2.17% Oracle Corp
2.14% Adobe Inc
1.97% Fortinet Inc
1.84% Salesforce.com Inc
1.82% Take-Two Interactive Software Inc
1.76% Allstate Corp
1.67% Vertex Pharmaceuticals Inc
1.63% American Express Co
1.57% F5 Networks Inc
1.52% Akamai Technologies Inc
1.49% The Hershey Co
1.45% Masimo Corp
1.40% Amgen Inc
1.35% Electronic Arts Inc
1.33% Lam Research Corp
1.27% Kansas City Southern
1.26% W.W. Grainger Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo