MCYBX : BMO Core Plus Bond Fund Class Y

MCYBX is a Bond Market Total US Bond Market with MODERATE fees.

MCYBX

BMO Core Plus Bond Fund Class Y

FI Score

62 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

6 /10

Category Score

10 /10

Market Size

6 /10

62% FI Score
  • mcybx
  • Mutual Fund
  • Bond
  • Total US Bond Market

BMO Core Plus Bond Fund Class Y

Expenses: 0.58% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks to maximize total return consistent with current income. The fund invests at least 80% of its assets in bonds. The investments include corporate, asset-backed, mortgage-backed and U.S. government securities. Although the fund will invest primarily in securities with a minimum rating in the lowest investment grade category at the time of purchase, it may invest up to 20% of its assets in debt securities that are below investment grade, also known as high yield securities or "junk bonds."

Largest Holdings

Amount Holding
3.95% United States Treasury Notes 2.75%
3.71% United States Treasury Notes 1.5%
2.47% United States Treasury Bonds 2.88%
2.39% United States Treasury Notes 2%
2.38% United States Treasury Notes 2%
2.21% United States Treasury Notes 0.38%
2.11% Federal Home Loan Banks 3%
2.10% Federal National Mortgage Association 3%
2.08% Federal National Mortgage Association 3%
1.91% Federal National Mortgage Association 2.5%
1.80% Federal National Mortgage Association 3.5%
1.80% Federal Home Loan Mortgage Corporation 3.31%
1.73% Federal National Mortgage Association 3.5%
1.25% Federal National Mortgage Association 3%
1.24% United States Treasury Bonds 3%
1.09% United States Treasury Bonds 2.25%
1.08% Discover Card Execution Note Trust 3.32%
1.06% Federal National Mortgage Association 3%
1.02% United States Treasury Bonds 2%
1.02% Federal National Mortgage Association 3.5%
1.02% Fnma Pass-Thru I 3.5%
0.97% Bank 2017 - Bnk7 3.44%
0.95% Federal National Mortgage Association 3%
0.89% Federal National Mortgage Association 3%
0.89% UBS-Barclays Commercial Mortgage Trust 2012-C4 2.85%

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