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Two BMO funds make Mutual Fund OneSource Select List


Two BMO Global Asset Management funds have been included in the Charles Schwab Mutual Fund OneSource Select List for the first quarter of 2017: the BMO Low Volatility Equity Fund (BLVAX) and the BMO TCH Corporate Income Fund (MCIYX).

Qualifying funds must be no load, no transaction fee mutual funds with a track record of three-plus years.
Charles Schwab Investment Advisory (CSIA) analyses funds across a series of quantitative and qualitative metrics that consider performance, risk and expenses.
The Mutual Fund OneSource Select List is widely used by Schwab's portfolio consultants and has become an important tool for helping investors sort through the thousands of available mutual funds for those that have distinguished themselves. The Schwab Mutual Fund Select List Advisor Edition is a list of funds available to independent registered investment advisers.
"We are honoured to be among the funds named to the Charles Schwab Mutual Fund Select List," says Ben Jones, managing director of intermediary distribution for BMO Global Asset Management. "This achievement underscores our belief in specialised investment teams that are empowered to focus on what they do best.
"We are pleased to see our dedication to process, risk management and innovation with experienced teams recognised through this prestigious selection.”

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