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Bank of Montreal (BMO) mutual fund portfolios!

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For your convenience, we have provided instant access to comparison reports that break down performance, risk and cost differences between our portfolio4less.com portfolios and Bank of Montreal mutual fund portfolios. Select a mutual fund portfolio from the list below to generate the report.

Our reports are updated regularly and track performance figures for the past 5 years. In some cases, if there is not 5 years of performance history, a report for a shorter time period will be created. We select which one of our mutual fund portfolios to compare to our competition based on annual standard deviation figures. Very simply, we are trying to be as fair and consistent as possible when we create our comparison reports. We want to ensure that we compare a conservative portfolio to a conservative portfolio and aggressive portfolios to a aggressive portfolio.

You will require Adobe Acrobat to view these comparisons. If you do not have this on your computer, please click on the icon to download.


 

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