BMO Low Volatility Equity Fund Class I (MLVEX)
BMO Low Volatility Equity Fund Class I operates in the Asset Management industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $11.47, down 0.26% on the session, giving a market capitalisation of $167.7M. Its beta of 0.69 implies it has historically moved less than the broad market.
The BMO Low Volatility Equity Fund Class I aims to generate long-term capital growth for its investors. To achieve this objective, the fund commits at least 80% of its total assets to a widely diversified portfolio of common stocks issued by major U.S. companies. These selected corporations are generally similar in market capitalization to the constituents of the Russell 1000® Index when purchased. The fund's adviser utilizes a unique, dual-faceted approach to stock selection, blending advanced proprietary analytical models with the seasoned qualitative judgment of its investment team to pinpoint undervalued securities that demonstrate lower volatility. This strategic methodology is designed to offer investors a defense against significant market declines while still allowing for robust participation in market upswings, all relative to the performance of the Russell 1000® Index.
BMO Low Volatility Equity Fund Class I is most often compared with the following Financial Services names: