BMO Low Volatility Equity Fund Class A (BLVAX) Research
This fund allocates a minimum of 80% of its assets to a diversified collection of common equities issued by prominent U.S. companies. At the time of acquisition, these firms are comparable in size to those included in the Russell 1000® Index. Columbia, the investment manager, employs a distinctive approach to select undervalued stocks with inherently low volatility. This method combines advanced proprietary analytical tools with the expert qualitative assessments of its investment professionals. The primary objective of this strategy is to offer the fund reduced exposure to market downturns while still capturing substantial gains when compared to the performance of the Russell 1000® Index.
Market snapshot
- Symbol
- BLVAX
- Price
- $11.40
- Day change
- -0.26%
- Market cap
- $123.5M
- 52-week range
- 11.4-17.69
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century Zero Coupon 2020 Fund Advisor Class (ACTEX)
- BlackRock Total Emerging Markets Fund Investor A (BEEAX)
- BNY Mellon Structured Midcap Fund Class C (DPSCX)
- BNY Mellon Structured MidCap Fund Class Y (DPSYX)
- Hotchkis & Wiley Diversified Value Fund Class C (HWCCX)
- Harbor High-Yield Bond Fund, Investor Class (HYFIX)
- BMO Low Volatility Equity Fund Class I (MLVEX)
- AlphaSimplex Tactical U.S. Market Fund Class A (USMAX)
Open BMO Low Volatility Equity Fund Class A (BLVAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.