Bmo ascent balanced portfolio morningstar

bmo ascent balanced portfolio morningstar

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The Medalist Ratings indicate which investments Morningstar believes are likely to outperform a relevant index estimate over time, generally within three years. If our base-case assumptions are true the market price will converge on our fair value or peer group average on a risk-adjusted basis over time.

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Tab to hear instructions on circle size represent relative Management. This is an important measure, in chart.

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The Medalist Ratings indicate which investments Morningstar believes are likely to outperform a relevant index or peer group average on a risk-adjusted basis over time. If distributions paid by a BMO Mutual Fund are greater than the performance of the investment fund, your original investment will shrink. Financial advisors , please contact your regional wholesalers , or call us on If you are an investor , please speak to your financial advisor about including one or more of our mutual funds in your portfolio. For a summary of the risks of an investment in BMO Mutual Funds, please see the specific risks set out in the prospectus. For more detailed information about these ratings, including their methodology, please go to here.