MLVIX : BMO Large-Cap Value Fund Class I

MLVIX is a US Stocks Market Large Value with LOW fees.

MLVIX

BMO Large-Cap Value Fund Class I

FI Score

55 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

55% FI Score
  • mlvix
  • Mutual Fund
  • US Stocks
  • Large Value

BMO Large-Cap Value Fund Class I

Expenses: 0.54% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks to provide capital appreciation. The fund invests at least 80% of its assets in a broadly diversified portfolio of common stocks of large-sized U.S. companies similar in size, at the time of purchase, to those within the Russell 1000® Value Index. It maintains a portion of its assets in cash. The fund may increase its cash holdings in response to market conditions or in the event attractive investment opportunities are not available.

Largest Holdings

Amount Holding
2.78% Bank of America Corp
2.75% Walmart Inc
2.54% Pfizer Inc
2.45% Intel Corp
2.43% Allstate Corp
2.37% Citigroup Inc
2.34% Comcast Corp Class A
2.34% Johnson & Johnson
2.29% Morgan Stanley
2.26% Verizon Communications Inc
2.21% Procter & Gamble Co
2.19% Medtronic PLC
2.16% Baxter International Inc
1.93% Microsoft Corp
1.87% ConocoPhillips
1.84% Merck & Co Inc
1.82% The AES Corp
1.71% Target Corp
1.69% Oracle Corp
1.67% Entergy Corp
1.55% Discovery Inc Class A
1.52% The Travelers Companies Inc
1.49% Eli Lilly and Co
1.44% Everest Re Group Ltd
1.41% Cabot Oil & Gas Corp Class A

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