Morningstar

BMO Global Innovators Fund Advisor Series

Morningstar Medalist Rating
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Medalist Rating as of See BMO Investment Hub
  • NAV / 1-Day Return CA$24.60  /  −2.13 %
  • Fund Size CA$1.6B
  • Adjusted Expense Ratio —
  • Net Expense Ratio —
  • Fee Level: Distribution Low
  • Share Class Type —
  • Morningstar Category Global Equity
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment CA$500
  • Investment Status Open
  • TTM Yield 0.14%
  • Turnover Ratio 114%
NAV and 1-Day Return as of

Morningstar’s Analysis

Will BMO Global Innovators Fund Advisor Series outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BMO Global Innovators Fund Advisor Series’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BMO Global Innovators Fund Advisor Series management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BMO Global Innovators Fund Advisor Series’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BMO Global Innovators Advisor holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings

More Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Advanced Micro Devices Inc

5.68 74M
Technology

SanDisk Corp Ordinary Shares

4.66 60M
Technology

MediaTek Inc

3.99 52M
Technology

Samsung Electronics Co Ltd

3.97 52M
Technology

Micron Technology Inc

3.66 48M
Technology

Alphabet Inc Class A

3.58 46M
Communication Services

Western Digital Corp

3.51 46M
Technology

SK hynix Inc

3.38 44M
Technology

Seagate Technology Holdings PLC

3.26 42M
Technology

Global X Cybersecurity ETF

3.18 41M
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