U.S. Equities

The US is the world’s largest economy and home to many of its most successful companies. The BMO Disciplined U.S. Equities approach to portfolio construction balances return and risk, while removing emotion from the decision-making process.

At BMO Global Asset Management, we believe in an integration of fundamental and quantitative analysis. The BMO Disciplined U.S. Equities approach adds value through active stock selection, thoughtful risk management and an adaptive and proactive response to market conditions.

BMO Disciplined US Equities


BMO Large-Cap Growth Fund

BMO Large-Cap Value Fund

BMO Mid-Cap Growth Fund

BMO Mid-Cap Value Fund

BMO Small-Cap Core Fund

BMO Small-Cap Growth Fund

BMO Small-Cap Value Fund

BMO Dividend Income Fund

BMO U.S. Dividend Fund

BMO Low Volatility Equity Fund


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  • July 2020

    Is value dead?

    Value investing has consistently trailed the broader market in recent years, prompting some institutional investors to question its role in the portfolio.

  • July 2020

    Did someone say conviction?

    Conviction is one word that’s hard to come by during these uncertain times.

  • Low volatility equities: Why now, why active?

    Against the backdrop of rising volatility and expensive valuations for risk reduction, an active low volatility strategy that empowers investors to reduce risk at reasonable cost while maintaining equity upside for the long-term is imperative now more than ever.

  • 11/12/2019

    One Investing Style to Thrive in the Late Cycle

    Amid slowing economic growth and depressed market sentiment, cracks are emerging in how institutional asset managers have evaluated risk versus value during the recent 10-year bull market.

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