BMO Large-Cap Growth Fund Class A
BALGX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 790 N. Water Street Milwaukee WI United States of America 53202
- IPO Date
- Jan 2, 2019
- CIK
- 0000889366
- Similar Companies
- Business
- BMO Large-Cap Growth Fund Class A (BALGX) is an open-end mutual fund that seeks capital appreciation by investing primarily in common stocks of large-sized U.S. companies similar in size, at the time of purchase, to those within the Russell 1000 Growth Index; it employs a growth-oriented approach focusing on high-quality companies with sustainable earnings growth available at reasonable prices, utilizing proprietary analytical tools and qualitative judgments by the investment team. The fund offers multiple share classes, including Class A (BALGX, CUSIP 09658W402, inception May 27, 2014), Advisor Class (MASTX, inception November 20, 1992), Institutional Class (MLCIX), and others, with a net expense ratio of 0.79% for Class A shares; it targets institutional and retail investors seeking exposure to U.S. large-cap growth equities through active stock selection and risk management. Managed by BMO Asset Management Corp., a subsidiary of BMO Funds, Inc., the fund operates within the asset management segment of BMO Financial Group, with principal executive offices in Milwaukee, Wisconsin (790 N. Water Street, Suite 1100), and additional oversight from Chicago, Illinois (115 South LaSalle Street). The fund's portfolio is co-managed by a team including lead portfolio manager Jason C. Hans, alongside Daniel Sido and Ernesto Ramos, Ph.D., emphasizing disciplined growth strategies without fixed income or non-U.S. allocations beyond potential minor exposures. Geographically, it focuses exclusively on U.S. large-cap equities, serving investors across North America through BMO's distribution network tied to the broader BMO Funds family, which oversees billions in assets under management. In recent developments, BMO Funds announced portfolio manager and sub-advisor changes across certain mutual funds effective October 28, 2025, though BALGX was not specifically listed among those affected, maintaining continuity in its core management structure; broader BMO mutual fund reorganizations, including mergers of target-date and allocation funds, were proposed in April-July 2025, reflecting ongoing portfolio streamlining without direct impact on BALGX. No specific acquisitions, new product launches, funding rounds, or strategic shifts unique to BALGX were reported in the last 1-2 years, underscoring the fund's stable operational focus amid BMO's active management of its U.S. equity offerings.