BMO Pyrford Intl Stock Fd - Class A
BPIAX
NASDAQ- -
USD
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- -
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
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 790 N. Water Street Milwaukee WI 53202
- IPO Date
- May 27, 2014
- CIK
- 0000889366
- Similar Companies
- Business
- BMO Pyrford International Stock Fund Class A (BPIAX) is an open-end mutual fund that seeks long-term capital appreciation by investing at least 80% of its net assets in equity securities of companies located outside the United States, primarily those in developed markets included in the MSCI EAFE Index such as Europe, Australasia, and the Far East; the fund emphasizes low absolute volatility, downside protection, and real returns exceeding inflation through a diversified portfolio across at least six countries, 60 companies, and five sectors, with companies having a minimum market capitalization of $300 million at purchase; it may allocate up to 20% to emerging markets in these regions and employs derivatives for exposure, risk management, or achieving objectives. The fund targets institutional and retail investors, including pension funds, endowments, high-net-worth individuals, and financial advisors, with a focus on foreign large value equity strategies in the Morningstar Foreign Large Value category; Class A shares feature a net expense ratio around 0.90%-1.25%, daily pricing, and are available primarily in the United States. Pyrford International, the fund's subadvisor, was founded in 1987 in London, UK, by Bruce Campbell, initially in Melbourne, Australia, before relocating operations; BMO Financial Group acquired Pyrford in 2007, integrating it into BMO Asset Management while preserving its independent investment philosophy and team led by CEO/Chief Investment Officer Tony Cousins, Daniel McDonagh, and Paul Simons. In recent developments, Columbia Threadneedle Investments agreed to acquire BMO's EMEA asset management business, including Pyrford International, from BMO Financial Group, ensuring continuity of the investment team, process, and brand under a separate legal entity with Columbia handling non-investment support functions; the fund also approved a new investment subadvisory agreement with Pyrford and saw BMO reduce its total expense ratio cap to enhance competitiveness.