| Title
|
Document type
|
Plans
|
Action |
|---|---|---|---|
| BMO Ultra Short Tax-Free Fund - Q3 Holdings | Holdings | - | Download |
| BMO Ultra Short Tax-Free Fund - Q1 Holdings | Holdings | - | Download |
| BMO Tax-Free Money Market Fund - Q3 Holdings | Holdings | - | Download |
| BMO Tax-Free Money Market Fund - Q1 Holdings | Holdings | - | Download |
| BMO Strategic Income Fund - Q3 Holdings | Holdings | - | Download |
| BMO Strategic Income Fund - Q1 Holdings | Holdings | - | Download |
| BMO Small-Cap Value Fund - Q3 Holdings | Holdings | - | Download |
| BMO Small-Cap Value Fund - Q1 Holdings | Holdings | - | Download |
| BMO Small-Cap Growth Fund - Q3 Holdings | Holdings | - | Download |
| BMO Small-Cap Growth Fund - Q1 Holdings | Holdings | - | Download |
| BMO Small-Cap Core Fund - Q3 Holdings | Holdings | - | Download |
| BMO Small-Cap Core Fund - Q1 Holdings | Holdings | - | Download |
| BMO Short-Term Income Fund - Q3 Holdings | Holdings | - | Download |
| BMO Short-Term Income Fund - Q1 Holdings | Holdings | - | Download |
| BMO Short Tax-Free Fund - Q3 Holdings | Holdings | - | Download |
| BMO Short Tax-Free Fund - Q1 Holdings | Holdings | - | Download |
| BMO Pyrford International Stock Fund - Q3 Holdings | Holdings | - | Download |
| BMO Pyrford International Stock Fund - Q1 Holdings | Holdings | - | Download |
| BMO Prime Money Market Fund - Q3 Holdings | Holdings | - | Download |
| BMO Prime Money Market Fund - Q1 Holdings | Holdings | - | Download |
| BMO Moderate Allocation Fund - Q3 Holdings | Holdings | - | Download |
| BMO Moderate Allocation Fund - Q1 Holdings | Holdings | - | Download |
| BMO Mid-Cap Value Fund - Q3 Holdings | Holdings | - | Download |
| BMO Mid-Cap Value Fund - Q1 Holdings | Holdings | - | Download |
| BMO Mid-Cap Growth Fund - Q3 Holdings | Holdings | - | Download |
| BMO Mid-Cap Growth Fund - Q1 Holdings | Holdings | - | Download |
| BMO Low Volatility Equity Fund - Q3 Holdings | Holdings | - | Download |
| BMO Low Volatility Equity Fund - Q1 Holdings | Holdings | - | Download |
| BMO LGM Emerging Markets Equity Fund - Q3 Holdings | Holdings | - | Download |
| BMO LGM Emerging Markets Equity Fund - Q1 Holdings | Holdings | - | Download |
| BMO Large-Cap Value Fund - Q3 Holdings | Holdings | - | Download |
| BMO Large-Cap Value Fund - Q1 Holdings | Holdings | - | Download |
| BMO Large-Cap Growth Fund - Q3 Holdings | Holdings | - | Download |
| BMO Large-Cap Growth Fund - Q1 Holdings | Holdings | - | Download |
| BMO Intermediate Tax-Free Fund - Q3 Holdings | Holdings | - | Download |
| BMO High Yield Bond Fund - Q3 Holdings | Holdings | - | Download |
| BMO High Yield Bond Fund - Q1 Holdings | Holdings | - | Download |
| BMO Growth Allocation Fund - Q3 Holdings | Holdings | - | Download |
| BMO Growth Allocation Fund - Q1 Holdings | Holdings | - | Download |
| BMO Government Money Market Fund - Q3 Holdings | Holdings | - | Download |
| BMO Government Money Market Fund - Q1 Holdings | Holdings | - | Download |
| BMO Global Low Volatility Equity Fund - Q3 Holdings | Holdings | - | Download |
| BMO Global Low Volatility Equity Fund - Q1 Holdings | Holdings | - | Download |
| BMO Dividend Income Fund - Q3 Holdings | Holdings | - | Download |
| BMO Dividend Income Fund - Q1 Holdings | Holdings | - | Download |
| BMO Disciplined International Equity Fund - Q3 Holdings | Holdings | - | Download |
| BMO Disciplined International Equity Fund - Q1 Holdings | Holdings | - | Download |
| BMO Corporate Income Fund - Q3 Holdings | Holdings | - | Download |
| BMO Corporate Income Fund - Q1 Holdings | Holdings | - | Download |
| BMO Core Plus Bond Fund - Q3 Holdings | Holdings | - | Download |
| BMO Core Plus Bond Fund - Q1 Holdings | Holdings | - | Download |
| BMO Conservative Allocation Fund - Q3 Holdings | Holdings | - | Download |
| BMO Conservative Allocation Fund - Q1 Holdings | Holdings | - | Download |
| BMO Balanced Allocation Fund - Q3 Holdings | Holdings | - | Download |
| BMO Balanced Allocation Fund - Q1 Holdings | Holdings | - | Download |
| BMO Alternative Strategies Fund - Q3 Holdings | Holdings | - | Download |
| BMO Alternative Strategies Fund - Q1 Holdings | Holdings | - | Download |
| BMO Aggressive Allocation Fund - Q3 Holdings | Holdings | - | Download |
| BMO Aggressive Allocation Fund - Q1 Holdings | Holdings | - | 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 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 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 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 - 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 Mid-Cap Value Fund - Summary Prospectus | Summary Prospectus | - | Download |
| BMO Global Long/Short Equity Fund - Fact Sheet | Fact Sheet | - | Download |
| LIBOR Termination Update | Announcements | - | Download |
| IRS Form 8937 - BMO Strategic Income Fund | Tax Information | - | Download |
| IRS Form 8937 - BMO Core Plus Bond Fund | Tax Information | - | Download |
| 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 |
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.
