BMO EQUITY FUND $33.88 (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 Manulife Financial, Suncor Energy, Royal Bank, TD Bank, Sun Life Financial, EnCana Corporation, Alcan, Potash Corporation, CIBC and Bank of Nova Scotia.
The $2.3 billion fund currently holds 33% of its portfolio in the Financial services industry. Its next-largest holding is Energy at 22%.
Over the last 10 years, BMO Equity posted a 10.6% annual rate of return. That’s better than the S&P/TSX’s return of 10.1%. The fund gained 18.9% over the past year, compared to a gain of 22.7% for the S&P/TSX. BMO Equity’s MER is 2.29%.
BMO Equity Fund is a buy.
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