BMO TCH Core Plus Bond Fund Class I Shares (MCBIX) Research

The BMO TCH Core Plus Bond Fund primarily aims to achieve the highest possible overall return while simultaneously generating a steady stream of income. The fund commits at least 80% of its total assets to fixed-income securities. Its diverse bond holdings include corporate debt, asset-backed securities (ABS), mortgage-backed securities (MBS), and obligations issued by the U.S. government. While the investment strategy largely concentrates on acquiring bonds that possess at least the lowest investment-grade rating when purchased, the fund maintains the flexibility to allocate up to 20% of its capital to debt instruments with sub-investment grade ratings, commonly known as high-yield or "junk" bonds.

Market snapshot

Symbol
MCBIX
Price
$11.62
Day change
0.00%
Market cap
$1.2B
52-week range
11.62-12.47
Sector
Financial Services
Industry
Asset Management - Bonds

Peer companies

  • Delaware SMID Cap Growth Fund Class A (DFCIX)
  • BNY Mellon New York Tax Exempt Bond Fund, Inc. (DRNYX)
  • Fidelity Large Cap Growth Idx Prm (FSUPX)
  • IVA Worldwide Fund Class A (IVWAX)
  • MainStay MacKay Convertible Fund Class B (MCSVX)
  • BMO TCH Core Plus Bond Fund Class Y Shares (MCYBX)
  • MainStay Income Builder Fund Class R3 (MTXVX)
  • Carillon Reams Core Plus Bond Fund Class Y (SCPYX)

Open BMO TCH Core Plus Bond Fund Class I Shares (MCBIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.