BMO EQUITY FUND $33.80 (BMO Mutual Funds, 77 King Street West, Suite 4200, Royal Trust Tower, Toronto, Ont., M5K 1J5, 1-800-665-7700; Web site: www.bmo.com. No load — deal directly with the bank) (CWA Rating: Conservative) generally invests mostly in ‘blue-chip” Canadian companies. These stocks are selected based on the manager’s outlook for the industry they operate in, the earnings record of each company, the strength of management and the potential for growth.
BMO Equity Fund’s 10 largest holdings are Potash Corp., Manulife Financial, EnCana Corporation, Suncor Energy, Royal Bank of Canada, TD Bank, Canadian Natural Resources, Bank of Nova Scotia, Sun Life Financial and Research in Motion.
The $2.1 billion fund currently holds 43.6% of its portfolio in the Resources sector. Its next-largest holding is Financial services at 24.4%.
Over the last 10 years, BMO Equity posted an 8.7% annual rate of return. That’s better than the S&P/TSX’s return of 8.1%. The fund gained 6.9% over the past year, compared to a gain of 6.6% for the S&P/TSX. BMO Equity’s MER is 2.30%.
BMO Equity Fund is a buy.
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