BMO TCH Core Plus Bond Y (MCYBX)
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BMO TCH Core Plus Bond Y
Marshall Funds Inc
111 East Kilbourn Avenue
Milwaukee, WI 53202
800-236-3863
Management information
Frank J. Reda,Lead manager since 28 December 2015
Frank is responsible for the firm’s investment policy and strategy and manages client portfolios. As head of trading, he oversees trading and broker relationship management. He joined the team in 2001. Frank holds an M.S. in finance from Florida International University and a B.S. in economics and finance from Barry University. He was awarded the Chartered Market Technician (CMT) designation in 2011.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryIntermediate Core-Plus Bond
Fund familyBMO Funds
Net assets914.93M
YTD return-1.35%
Yield2.15%
Morningstar rating★★★★
Inception date21 Dec 2008
Fund operations
Last dividend0.02
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
ExpenseMCYBXCategory average
Annual report expense ratio (net)0.56%0.75%
Prospectus net expense ratio0.56%N/A
Prospectus gross expense ratio0.56%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.74%
Max deferred sales loadN/A1.41%
3-yr expense projection179N/A
5-yr expense projection313N/A
10-yr expense projection701N/A
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