BMO US Smaller Companies Fund C Inc

BMO US Smaller Companies Fund C Inc
BMO Asset Management Limited
Open Ended Investment Company
North American Smaller Companies
0.83 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0 %
Russell 2000 NR GBP
The Fund aims to achieve long-term capital growth with some income.
Holding %
KB Home 1.19 %
Herman Miller Inc 1.16 %
Walker & Dunlop Inc 1.16 %
Atkore International Group Inc 1.13 %
UniFirst Corp 1.13 %
Tech Data Corp 1.12 %
Performance Food Group Co 1.11 %
American Assets Trust Inc 1.10 %
Portland General Electric Co 1.07 %
Deckers Outdoor Corp 1.05 %
Region %
United States 100.00 %
Sector %
Healthcare 18.37 %
Industrials 18.09 %
Financial Services 16.58 %
Technology 16.37 %
Consumer Cyclical 10.33 %
Real Estate 7.39 %
BMO Asset Management Limited
EC2A 2NY, London, United Kingdom
Legal Structure
Open Ended Investment Company


David Corris
Joined 11/30/2018

David heads the BMO Disciplined Equity Team and is responsible for equity portfolio management and research. He joined the company in 2008. David began his investment management career in 1999, and was a quantitative equity portfolio manager/researcher at Northern Trust Global Investments. He holds an M.B.A. from Harvard Business School and a B.S. in mathematics and quantitative economics from the University of Wisconsin. In addition, he is a CFA® charterholder.

Thomas Lettenberger
Joined 11/30/2018

Tom is responsible for equity portfolio management and research. He joined BMO Asset Management in 2005. Previously, he served as a vice president and portfolio manager at Columbia Management and as an equity research analyst at William Blair & Company, LLC. He entered the investment industry in 1994. He holds an M.A. in accounting and a B.B.A. in finance and accounting from the University of Michigan. In addition, Tom is a CFA® charterholder, a Certified Public Accountant (CPA) and a member of the CFA Institute and the CFA Society of Chicago.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.