Mutual funds: diversify your portfolio and effectively manage risk
Mutual funds are one of the most popular investment products in Canada - they are versatile, accessible and easy-to-use. They compliment most investment strategies, providing you with the benefits of diversification which helps manage risk over the long-term.
Mutual fund investing your way
BMO InvestorLine offers a universe of over 9,000 mutual funds, covering a variety of asset classes, geographical locations and investment styles. Benefit from:
Savings and choice –get the best of both worlds with our extensive choice of mutual funds and transaction fee savings. Our No Fee Fund Program allows you to buy and sell from over 9,000 no-load, front-load and back load funds without incurring a transaction fee.
Research –make informed investment decisions using our research and tools. Access insightful analysis, fund rankings and up-to-the-minute news with research from Morningstar.ca, a leading Canadian provider of mutual fund information. Review exclusive research, monthly podcasts and quarterly commentaries from industry expert Lipper.
Convenience –manage and build your portfolio of mutual funds hassle-free through our Automatic Purchase Plan and Automatic Withdrawal Plan, allowing you to contribute and withdrawal funds with ease from your mutual fund portfolio.
Explore your mutual fund options
BMO Mutual Funds - Series D
Created specifically for self-directed investors, this suite of low-fee mutual funds gives you:
- Low management fees and investment minimums of only $500
- Professional fund management
- No commission charges to buy or sell
- A way to diversify your portfolio with a comprehensive selection of mutual funds that cover a variety of asset classes and fund categories
BMO Mutual Funds - Series D is available exclusively to BMO InvestorLine clients.
View a full list of BMO Mutual Funds - Series D
View simplified prospectus
BMO & BMO Guardian Funds
BMO & BMO Guardian Mutual Funds are a comprehensive suite of wealth management solutions designed to address the evolving needs of Canadian investors. The BMO & BMO Guardian suite of funds preserve wealth, generate regular income, provide long-term growth potential and are managed with the knowledge and expertise of some of the world's leading fund managers.
- Consider BMO Portfolios
Accumulate capital in a tax efficient manner while benefitting from professional portfolio management. BMO offers two professionally managed portfolio programs:
Consider either of these portfolio programs if you're looking for:- Tax-deferred growth potential
- Tax-efficient monthly cash flow from Series T6
- Tax-free switching between other SelectClass Portfolios and classes of BMO Global Tax Advantage Fund Inc.
- Automatic portfolio rebalancing
- Professional money management
1 Each BMO SelectClass Portfolio is a class of BMO Global Tax Advantage Funds Inc. BMO Global Tax Advantage Funds Inc. is a separate entity managed by BMO Investments Inc. a financial services firm and separate entity from Bank of Montreal.
Mackenzie Financial
Mackenzie offers a large selection of bond and equity funds to US and Canadian investors. Mackenzie is dedicated to generating consistently superior long-term investment returns for its clients by investing wisely; and enhancing value for advisors and stakeholders.
CI Investments
CI manages one of the industry's most comprehensive mutual fund line-ups, including over 90 core funds and a broad selection of portfolio managers covering a variety of mandates.
Fidelity Investments
Fidelity is one of the world's largest mutual fund companies. In Canada, Fidelity provides investors a full range of domestic, international and income oriented mutual funds.
AGF Investments
AGF's expert investment management teams around the world provide excellence in portfolio management. Each team manages a diverse range of investment strategies with proven investment philosophies and unique, research-driven investment processes.
How to Buy
Not yet a client? Open an InvestorLine AccountOpen an account
For a full listing of mutual funds that may be available at BMO InvestorLine, please log into your account.
