| Title
|
Document type
|
Plans
|
Action |
|---|---|---|---|
| 2020 Capital Gains Estimate | Regulatory Documents | - | Download |
| BMO Global Asset Management - IBOR Transition | Announcements | - | Download |
| BMO Funds IRA Beneficiary Transfer or Distribution Form | Forms | - | Download |
| BMO Asset Management Corp. – Form CRS | Regulatory Documents | - | Download |
| BMO Asset Management Corp. Form ADV 2A – 2020 Brochure | Regulatory Documents | - | Download |
| BMO Funds New Account Application Class I or Premier for BMO Employees | Forms | - | Download |
| BMO Funds IRA Application for New BMO Employees | Forms | - | Download |
| BMO Funds Employee Conversion Form | Forms | - | Download |
| 2019 Capital Gain Distribution Estimates | Tax Information | - | Download |
| BMO Ultra Short Tax-Free Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Corporate Income Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Core Plus Bond Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Tax-Free Money Market Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Strategic Income Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Small-Cap Value Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Small-Cap Growth Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Short-Term Income Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Short Tax-Free Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Pyrford International Stock Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Prime Money Market Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Moderate Allocation Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Mid-Cap Value Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Mid-Cap Growth Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Low Volatility Equity Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO LGM Frontier Markets Equity Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO LGM Emerging Markets Equity Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Large-Cap Value Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Large-Cap Growth Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Intermediate Tax-Free Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Growth Allocation Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Government Money Market Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Global Low Volatility Equity Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Global Long/Short Equity Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Dividend Income Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Disciplined International Equity Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Conservative Allocation Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Balanced Allocation Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Aggressive Allocation Fund - Semi-Annual Report | Semi-Annual Report | - | Download |
| BMO Ultra Short Tax-Free Fund - Annual Report | Annual Report | - | Download |
| BMO Corporate Income Fund - Annual Report | Annual Report | - | Download |
| BMO Core Plus Bond Fund - Annual Report | Annual Report | - | Download |
| BMO Tax-Free Money Market Fund - Annual Report | Annual Report | - | Download |
| BMO Strategic Income Fund - Annual Report | Annual Report | - | Download |
| BMO Small-Cap Value Fund - Annual Report | Annual Report | - | Download |
| BMO Small-Cap Growth Fund - Annual Report | Annual Report | - | Download |
| BMO Short-Term Income Fund - Annual Report | Annual Report | - | Download |
| BMO Short Tax-Free Fund - Annual Report | Annual Report | - | Download |
| BMO Pyrford International Stock Fund - Annual Report | Annual Report | - | Download |
| BMO Prime Money Market Fund - Annual Report | Annual Report | - | Download |
| BMO Moderate Allocation Fund - Annual Report | Annual Report | - | Download |
| BMO Mid-Cap Value Fund - Annual Report | Annual Report | - | Download |
| BMO Mid-Cap Growth Fund - Annual Report | Annual Report | - | Download |
| BMO Low Volatility Equity Fund - Annual Report | Annual Report | - | Download |
| BMO LGM Frontier Markets Equity Fund - Annual Report | Annual Report | - | Download |
| BMO LGM Emerging Markets Equity Fund - Annual Report | Annual Report | - | Download |
| BMO Large-Cap Value Fund - Annual Report | Annual Report | - | Download |
| BMO Large-Cap Growth Fund - Annual Report | Annual Report | - | Download |
| BMO Intermediate Tax-Free Fund - Annual Report | Annual Report | - | Download |
| BMO Growth Allocation Fund - Annual Report | Annual Report | - | Download |
| BMO Government Money Market Fund - Annual Report | Annual Report | - | Download |
| BMO Global Low Volatility Equity Fund - Annual Report | Annual Report | - | Download |
| BMO Global Long/Short Equity Fund - Annual Report | Annual Report | - | Download |
| BMO Dividend Income Fund - Annual Report | Annual Report | - | Download |
| BMO Disciplined International Equity Fund - Annual Report | Annual Report | - | Download |
| BMO Conservative Allocation Fund - Annual Report | Annual Report | - | Download |
| BMO Balanced Allocation Fund - Annual Report | Annual Report | - | Download |
| BMO Aggressive Allocation Fund - Annual Report | Annual Report | - | Download |
| BMO Ultra Short Tax-Free Fund - SAI | SAI | - | Download |
| BMO Corporate Income Fund - SAI | SAI | - | Download |
| BMO Core Plus Bond Fund - SAI | SAI | - | Download |
| BMO Tax-Free Money Market Fund - SAI | SAI | - | Download |
| BMO Strategic Income Fund - SAI | SAI | - | Download |
| BMO Small-Cap Value Fund - SAI | SAI | - | Download |
| BMO Small-Cap Growth Fund - SAI | SAI | - | Download |
| BMO Short-Term Income Fund - SAI | SAI | - | Download |
| BMO Short Tax-Free Fund - SAI | SAI | - | Download |
| BMO Pyrford International Stock Fund - SAI | SAI | - | Download |
| BMO Prime Money Market Fund - SAI | SAI | - | Download |
| BMO Moderate Allocation Fund - SAI | SAI | - | Download |
| BMO Mid-Cap Value Fund - SAI | SAI | - | Download |
| BMO Mid-Cap Growth Fund - SAI | SAI | - | Download |
| BMO Low Volatility Equity Fund - SAI | SAI | - | Download |
| BMO LGM Frontier Markets Equity Fund - SAI | SAI | - | Download |
| BMO LGM Emerging Markets Equity Fund - SAI | SAI | - | Download |
| BMO Large-Cap Value Fund - SAI | SAI | - | Download |
| BMO Large-Cap Growth Fund - SAI | SAI | - | Download |
| BMO Intermediate Tax-Free Fund - SAI | SAI | - | Download |
| BMO Growth Allocation Fund - SAI | SAI | - | Download |
| BMO Government Money Market Fund - SAI | SAI | - | Download |
| BMO Global Low Volatility Equity Fund - SAI | SAI | - | Download |
| BMO Global Long/Short Equity Fund - SAI | SAI | - | Download |
| BMO Dividend Income Fund - SAI | SAI | - | Download |
| BMO Disciplined International Equity Fund - SAI | SAI | - | Download |
| BMO Conservative Allocation Fund - SAI | SAI | - | Download |
| BMO Balanced Allocation Fund - SAI | SAI | - | Download |
| BMO Aggressive Allocation Fund - SAI | SAI | - | Download |
| BMO Ultra Short Tax-Free Fund - Prospectus | Prospectus | - | Download |
| BMO Corporate Income Fund - Prospectus | Prospectus | - | Download |
| BMO Core Plus Bond Fund - Prospectus | Prospectus | - | Download |
| BMO Tax-Free Money Market Fund - Prospectus | Prospectus | - | Download |
| BMO Strategic Income Fund - Prospectus | Prospectus | - | Download |
| BMO Small-Cap Value Fund - Prospectus | Prospectus | - | Download |
| BMO Small-Cap Growth Fund - Prospectus | Prospectus | - | Download |
| BMO Short-Term Income Fund - Prospectus | Prospectus | - | Download |
| BMO Short Tax-Free Fund - Prospectus | Prospectus | - | Download |
| BMO Pyrford International Stock Fund - Prospectus | Prospectus | - | Download |
| BMO Prime Money Market Fund - Prospectus | Prospectus | - | Download |
| BMO Moderate Allocation Fund - Prospectus | Prospectus | - | Download |
| BMO Mid-Cap Value Fund - Prospectus | Prospectus | - | Download |
| BMO Mid-Cap Growth Fund - Prospectus | Prospectus | - | Download |
| BMO Low Volatility Equity Fund - Prospectus | Prospectus | - | Download |
| BMO LGM Frontier Markets Equity Fund - Prospectus | Prospectus | - | Download |
| BMO LGM Emerging Markets Equity Fund - Prospectus | Prospectus | - | Download |
| BMO Large-Cap Value Fund - Prospectus | Prospectus | - | Download |
| BMO Large-Cap Growth Fund - Prospectus | Prospectus | - | Download |
| BMO Intermediate Tax-Free Fund - Prospectus | Prospectus | - | Download |
| BMO Growth Allocation Fund - Prospectus | Prospectus | - | Download |
| BMO Government Money Market Fund - Prospectus | Prospectus | - | Download |
| BMO Global Low Volatility Equity Fund - Prospectus | Prospectus | - | Download |
| BMO Global Long/Short Equity Fund - Prospectus | Prospectus | - | Download |
| BMO Dividend Income Fund - Prospectus | Prospectus | - | Download |
| BMO Disciplined International Equity Fund - Prospectus | Prospectus | - | Download |
| BMO Conservative Allocation Fund - Prospectus | Prospectus | - | Download |
| BMO Balanced Allocation Fund - Prospectus | Prospectus | - | Download |
| BMO Aggressive Allocation Fund - Prospectus | Prospectus | - | Download |
| BMO Ultra Short Tax-Free Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Corporate Income Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Core Plus Bond Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Tax-Free Money Market Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Strategic Income Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Small-Cap Value Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Small-Cap Growth Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Short-Term Income Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Short Tax-Free Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Pyrford International Stock Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Prime Money Market Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Moderate Allocation Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Mid-Cap Value Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Mid-Cap Growth Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Low Volatility Equity Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO LGM Frontier Markets Equity Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO LGM Emerging Markets Equity Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Large-Cap Value Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Large-Cap Growth Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Intermediate Tax-Free Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Institutional Prime Money Market Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO High Yield Bond Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Growth Allocation Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Government Money Market Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Global Low Volatility Equity Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Global Long/Short Equity Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Dividend Income Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Disciplined International Equity Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Conservative Allocation Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Balanced Allocation Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Aggressive Allocation Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Ultra Short Tax-Free Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Corporate Income Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Core Plus Bond Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Tax-Free Money Market Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Strategic Income Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Small-Cap Value Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Small-Cap Growth Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Short-Term Income Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Short Tax-Free Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Pyrford International Stock Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Prime Money Market Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Moderate Allocation Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Mid-Cap Value Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Mid-Cap Growth Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Low Volatility Equity Fund - Portfolio Holdings | Holdings | - | Download |
| BMO LGM Frontier Markets Equity Fund - Portfolio Holdings | Holdings | - | Download |
| BMO LGM Emerging Markets Equity Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Large-Cap Value Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Large-Cap Growth Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Intermediate Tax-Free Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Growth Allocation Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Government Money Market Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Global Low Volatility Equity Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Global Long/Short Equity Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Dividend Income Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Disciplined International Equity Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Conservative Allocation Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Balanced Allocation Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Aggressive Allocation Fund - Portfolio Holdings | Holdings | - | Download |
| BMO Ultra Short Tax-Free Fund - Commentary | Commentary | - | Download |
| BMO Corporate Income Fund - Commentary | Commentary | - | Download |
| BMO Core Plus Bond Fund - Commentary | Commentary | - | Download |
| BMO Tax-Free Money Market Fund - Commentary | Commentary | - | Download |
| BMO Strategic Income Fund - Commentary | Commentary | - | Download |
| BMO Small-Cap Value Fund - Commentary | Commentary | - | Download |
| BMO Small-Cap Growth Fund - Commentary | Commentary | - | Download |
| BMO Short-Term Income Fund - Commentary | Commentary | - | Download |
| BMO Short Tax-Free Fund - Commentary | Commentary | - | Download |
| BMO Pyrford International Stock Fund - Commentary | Commentary | - | Download |
| BMO Prime Money Market Fund - Commentary | Commentary | - | Download |
| BMO Moderate Allocation Fund - Commentary | Commentary | - | Download |
| BMO Mid-Cap Value Fund - Commentary | Commentary | - | Download |
| BMO Mid-Cap Growth Fund - Commentary | Commentary | - | Download |
| BMO Low Volatility Equity Fund - Commentary | Commentary | - | Download |
| BMO LGM Emerging Markets Equity Fund - Commentary | Commentary | - | Download |
| BMO Large-Cap Value Fund - Commentary | Commentary | - | Download |
| BMO Large-Cap Growth Fund - Commentary | Commentary | - | Download |
| BMO Intermediate Tax-Free Fund - Commentary | Commentary | - | Download |
| BMO Growth Allocation Fund - Commentary | Commentary | - | Download |
| BMO Government Money Market Fund - Commentary | Commentary | - | Download |
| BMO Global Low Volatility Equity Fund - Commentary | Commentary | - | Download |
| BMO Global Long/Short Equity Fund - Commentary | Commentary | - | Download |
| BMO Dividend Income Fund - Commentary | Commentary | - | Download |
| BMO Disciplined International Equity Fund - Commentary | Commentary | - | Download |
| BMO Conservative Allocation Fund - Commentary | Commentary | - | Download |
| BMO Balanced Allocation Fund - Commentary | Commentary | - | Download |
| BMO Aggressive Allocation Fund - Commentary | Commentary | - | Download |
| BMO Ultra Short Tax-Free Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Corporate Income Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Core Plus Bond Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Tax-Free Money Market Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Strategic Income Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Small-Cap Value Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Small-Cap Growth Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Short-Term Income Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Short Tax-Free Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Pyrford International Stock Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Prime Money Market Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Moderate Allocation Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Mid-Cap Value Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Mid-Cap Growth Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Low Volatility Equity Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO LGM Emerging Markets Equity Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Large-Cap Value Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Large-Cap Growth Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Intermediate Tax-Free Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Growth Allocation Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Government Money Market Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Global Low Volatility Equity Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Global Long/Short Equity Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Dividend Income Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Disciplined International Equity Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Conservative Allocation Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Balanced Allocation Fund - Fact Sheet | Fact Sheet | - | Download |
| BMO Aggressive Allocation Fund - Fact Sheet | Fact Sheet | - | Download |
| Corporate Dividend Received Deduction - BMO LGM Frontier Markets Equity Fund | Tax Information | - | Download |
| Navigating Turbulent Times | Brochure | - | Download |
| BMO Tax Free Funds Brochure | Brochure | - | Download |
| BMO Stable Value Fund - Holdings | Holdings | - | Download |
| BMO Stable Value Fund - Fact Sheet - Class Z | Fact Sheet | - | Download |
| BMO Stable Value Fund - Fact Sheet - Class I | Fact Sheet | - | Download |
| BMO Stable Value Fund - Disclosure Statement | Fund Update | - | Download |
| BMO Stable Value Fund - Commentary | Commentary | - | Download |
| IRA Application (Class Y) | Forms | - | Download |
| IRA Application (Class A) | Forms | - | Download |
| New Account Application (Class I and Premier Class) | Forms | - | Download |
| New Account Application (Class Y) | Forms | - | Download |
| New Account Application (Class A) | Forms | - | Download |
| BMO Funds Monthly Performance | Fund Update | - | Download |
| Transfer and Direct Rollover (Class A) | Forms | - | Download |
| Roth IRA Conversion (Class A) | Forms | - | Download |
| Redemption and Transfer (Class A) | Forms | - | Download |
| Change of Information (Class A) | Forms | - | Download |
| Transfer and Direct Rollover (Class Y) | Forms | - | Download |
| Transfer and Direct Rollover (Class I and Premier Class) | Forms | - | Download |
| Transfer on Death | Forms | - | Download |
| Transfer of Account Request | Forms | - | Download |
| Roth IRA Conversion (Class Y) | Forms | - | Download |
| Roth IRA Conversion (Class I and Premier Class) | Forms | - | Download |
| Redemption and Transfer (Class Y) | Forms | - | Download |
| Redemption and Transfer (Class I and Premier Class) | Forms | - | Download |
| IRA Distribution | Forms | - | Download |
| Direct Deposit | Forms | - | Download |
| Cost Basis Election | Forms | - | Download |
| Corporate Dividend Received Deduction - BMO Funds | Tax Information | - | Download |
| Corporate Resolution | Forms | - | Download |
| Change of Beneficiary | Forms | - | Download |
| Change of Information (Class I and Premier Class) | Forms | - | Download |
| Change of Information (Class Y) | Forms | - | Download |
| BMO LGM Frontier Markets Equity Fund Tax Information | Tax Information | - | Download |
| BMO Funds Tax Information - Tax Exempt | Tax Information | - | Download |
| BMO Funds Tax Information | Tax Information | - | Download |
| Change of beneficial owner for a legal entity | Forms | - | Download |
| Capital Gains Estimate | Tax Information | - | Download |
| Traditional, Roth and SEP IRA Custodial Agreement and Disclosure Statement | Forms | - | Download |
| Additional Investment Form | Forms | - | Download |
| Upcoming changes to the BMO Money Market Funds - April 2016 | Fund Update | - | Download |
| Special Proxy Statement - Conversion of Y shares to A shares | Fund Update | - | Download |
Risk Disclaimer
Foreign investing involves special risks due to factors such as increased volatility, currency fluctuation and political uncertainties.
Funds that have a higher concentration of investments in a specific industry or sector may be subject to a higher degree of market risk than funds whose investments are more diversified.
Investing internationally, especially emerging markets, involves additional risks such as currency, political, accounting, economic, and market risk.
Keep in mind that as interest rates rise, bond prices fall. This may have an adverse effect on the Fund’s portfolio.
High yield bond funds may have higher yields and are subject to greater credit, market and interest rate risk than higher-rated fixed-income securities.
Interest income from Tax-Free Fund investments may still be subject to the federal alternative minimum tax (AMT) for individuals and corporations, and state or local taxes.
The principal value of the Target Retirement Funds is not guaranteed at any time, including at or after the target date.
The investment risks of each Target Date Retirement Fund changes over time as its asset allocation changes. They are subject to the volatility of the financial markets, including equity and fixed income investments in the U.S. and abroad and may be subject to risks associated with investing in high yield, small cap, commodity-linked and foreign securities.
Investing in alternative investments presents the opportunity for significant losses, including the possible loss of your total investment. Such strategies have the potential for heightened volatility and in general, are not suitable for all investors.
BMO Institutional Prime Money Market Fund
You could lose money by investing in the Fund. Because the share price of the Fund fluctuates, when you sell your shares they may be worth more or less than what you originally paid for them. The Fund may impose a fee upon sale of your shares or temporarily suspend your ability to sell shares if the Fund’s liquidity falls below required minimums because of market conditions or other factors. An investment in the Fund is not a deposit of BMO Harris Bank N.A., or any of its affiliates, and is not insured or guaranteed by the FDIC or any other government agency. The Adviser has no legal obligation to provide financial support to the Fund, and you should not expect that the Adviser will provide financial support to the Fund at any time.
BMO Government Money Market Fund
You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not a deposit of BMO Harris Bank N.A., or any of its affiliates, and is not insured or guaranteed by the FDIC or any other government agency. The Adviser has no legal obligation to provide financial support to the Fund, and you should not expect that the Adviser will provide financial support to the Fund at any time.
BMO Tax-Free Money Market Fund and BMO Prime Money Market Fund
You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The Fund may impose a fee upon sale of your shares or temporarily suspend your ability to sell shares if the Fund’s liquidity falls below required minimums because of market conditions or other factors. An investment in the Fund is not a deposit of BMO Harris Bank N.A., or any of its affiliates, and is not insured or guaranteed by the FDIC or any other government agency. The Adviser has no legal obligation to provide financial support to the Fund, and you should not expect that the Adviser will provide financial support to the Fund at any time.
