BMO TCH Core Plus Bond Fund Class I Shares
MCBIX
NASDAQ- -
USD
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- -
Capital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Bonds
- Address
- 790 N. Water Street Milwaukee WI 53202
- IPO Date
- Dec 23, 2008
- CIK
- 0000889366
- Similar Companies
- Business
- BMO TCH Core Plus Bond Fund Class I Shares (MCBIX) is a mutual fund that seeks total return consistent with current income by investing primarily in a diversified portfolio of fixed income securities, including at least 80% of its assets in bonds such as U.S. government obligations, corporate bonds, asset-backed securities, mortgage-backed securities, high yield securities, and emerging markets debt. The fund employs a "Core Plus" investment strategy managed by Taplin, Canida & Habacht, LLC (TCH), an affiliate sub-adviser to BMO Funds, Inc., focusing on investment grade fixed income with opportunistic allocations to enhance returns within a duration band of 75% to 125% of the Barclays U.S. Aggregate Bond Index; key portfolio elements include U.S. Treasuries, agencies, credit sectors, MBS/ABS/CMBS, floating rate notes, and TIPS. Class I shares target institutional investors with a minimum investment of $2 million, an expense ratio of 0.31%, and are traded on U.S. exchanges. The fund was incepted in December 2008 under Marshall Funds, Inc., which rebranded to BMO Funds, with headquarters associated with BMO Global Asset Management in Milwaukee, Wisconsin, at 111 East Kilbourn Avenue; TCH, the sub-adviser since inception, manages the strategy from its base as part of BMO's institutional fixed income boutique overseeing over $10 billion in assets. Geographically, the fund focuses on U.S. and global fixed income markets, serving institutional and high-net-worth investors seeking intermediate core-plus bond exposure with moderate risk. In recent years, Taplin, Canida & Habacht, LLC ceased acting as sub-adviser for several related BMO funds including the BMO Crossover Bond Fund and BMO Floating Rate Income Fund effective November 2021, reflecting portfolio management transitions within BMO Investments Inc., though TCH continues its role for MCBIX; the fund remains active as of late 2025 with a NAV around $11.62 and YTD return of approximately -1.13%, amid ongoing market volatility in fixed income sectors. No major acquisitions, funding rounds, or name changes specific to MCBIX have been reported in the last 1-2 years, with strategic emphasis on sector overweighting in credit, MBS, and high yield opportunities.