Bmo Large Cap Growth Fund Quote
| BALGX Fund | USD 22.50 0.17 0.76% |
PerformanceStrong
| Odds Of DistressLow
|
Bmo Large-cap is trading at 22.50 as of the 20th of July 2025; that is 0.76% up since the beginning of the trading day. The fund's open price was 22.33. Bmo Large-cap has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The investment seeks to provide capital appreciation. The fund invests at least 80 percent 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.. More on Bmo Large Cap Growth
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Bmo Mutual Fund Highlights
| Thematic Idea | Large Value Funds (View all Themes) |
| Fund Concentration | BMO Funds, Large Growth Funds, Large Value Funds, Large Growth, BMO Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
Bmo Large Cap Growth [BALGX] is traded in USA and was established 20th of July 2025. Bmo Large-cap is listed under BMO Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of BMO Funds family. The entity is thematically classified as Large Value Funds. This fund currently has accumulated 422.93 M in assets under management (AUM) with minimum initial investment of 1 K. Bmo Large Cap is currently producing year-to-date (YTD) return of 5.19% with the current yeild of 0.0%, while the total return for the last 3 years was 23.78%.
Check Bmo Large-cap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Bmo Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Bmo Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Bmo Large Cap Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Bmo Large Cap Growth Mutual Fund Constituents
| BA | The Boeing | Stock | Industrials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| AZO | AutoZone | Stock | Consumer Discretionary | |
| AMGN | Amgen Inc | Stock | Health Care | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| LLY | Eli Lilly and | Stock | Health Care | |
| PYPL | PayPal Holdings | Stock | Financials |
Bmo Large Cap Risk Profiles
| Mean Deviation | 0.8342 | |||
| Semi Deviation | 0.6657 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.37 |
Bmo Large-cap Against Markets
Other Information on Investing in Bmo Mutual Fund
Bmo Large-cap financial ratios help investors to determine whether Bmo Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Bmo with respect to the benefits of owning Bmo Large-cap security.
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