BMO Low Volatility Equity Fund Class I (MLVEX) Research
The BMO Low Volatility Equity Fund Class I aims to generate long-term capital growth for its investors. To achieve this objective, the fund commits at least 80% of its total assets to a widely diversified portfolio of common stocks issued by major U.S. companies. These selected corporations are generally similar in market capitalization to the constituents of the Russell 1000® Index when purchased. The fund's adviser utilizes a unique, dual-faceted approach to stock selection, blending advanced proprietary analytical models with the seasoned qualitative judgment of its investment team to pinpoint undervalued securities that demonstrate lower volatility. This strategic methodology is designed to offer investors a defense against significant market declines while still allowing for robust participation in market upswings, all relative to the performance of the Russell 1000® Index.
Market snapshot
- Symbol
- MLVEX
- Price
- $11.47
- Day change
- -0.26%
- Market cap
- $167.7M
- 52-week range
- 11.47-17.76
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Aberdeen Total Return Bond Fund Class A (BJBGX)
- BMO Low Volatility Equity Fund Class A (BLVAX)
- Calvert Mid-Cap Fund Class A (CCAFX)
- Calvert Mid-Cap Fund Class I (CCPIX)
- First Trust New Opportunities MLP & Energy Fund (FPL)
- Fidelity Total Emerging Markets Fd (FTEMX)
- Nuveen Large Cap Growth Fund Class C (NLCGX)
- Nuveen Large Cap Growth Fund Class I (NLIGX)
Open BMO Low Volatility Equity Fund Class I (MLVEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.