MILWAUKEE, WI -- (Marketwire) -- 03/14/13 -- Duane A. McAllister, CFA, tax-exempt portfolio manager, BMO Intermediate Tax-Free Fund (MITFX), will speak at the annual SunStar Strategic Media Briefing on March 19, 2013. The event, to be held at the Hilton New York, is for journalists only and showcases undiscovered funds.
McAllister will discuss "2013 - The Year of Transition?" followed by a question and answer session. He will also share his muni market outlook for 2013. The fund selects bonds via both top-down and bottom-up analyses to examine credit quality, yield curve and market inefficiencies. The fund employs broad diversification and a credit scoring system to monitor risk. McAllister also co-manages the BMO Short Tax-Free Fund (MTFYX, MTFIX) and the BMO Ultra Short Tax-Free Fund (MUYSX, MUISX). While each of these funds is focused on different segments of the yield curve, they all use the same investment philosophy and process.
About BMO Family of Funds
The BMO Funds are a global family of actively managed mutual funds. The firm's 24 funds span the risk/reward spectrum and include: domestic and international equity funds, taxable and tax-free fixed income funds, emerging market equity and money market funds.
The family of funds is managed by a multi-disciplined team based in Chicago and Milwaukee, and by a network of world-class boutique managers, which are strategically located across the globe. This network includes Monegy, Inc. (Toronto), Pyrford International Ltd. (London), Lloyd George Management (Hong Kong) and Taplin, Canida & Habacht, LLC (U.S.).
Established in 1992, BMO Funds are advised by BMO Asset Management U.S. and offers Institutional (I) and Investor (Y) class shares. Along with its subsidiary boutiques and affiliates, the advisor oversees more than $50 billion in assets under management. BMO Funds is a part of BMO Financial Group, a fully diversified financial services organization with $542 billion total assets and more than 46,000 employees as of January 31, 2013.
BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management, retirement plan services, and trust and custody. Certain of the products and services offered under the brand name BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO).
Investors should carefully consider the investment objectives, risks, charges and expenses of the BMO Funds. This and other important information is contained in the prospectuses and/or summary prospectuses, which can be obtained by calling 1-800-580-3863 or by visiting our website at bmofundsus.com. Please read carefully before investing.
An investment in money market funds is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds.
Tax-Free Funds: Interest income from the Fund's investments may be subject to the federal alternative minimum tax (AMT) for individuals and corporations, and state and local taxes.
Keep in mind that as interest rates rise, bond prices fall. This may have an adverse effect on the Fund's portfolio.
Diversification does not ensure a profit or protect against a loss in a declining market.
BMO Asset Management Corp. is the investment adviser to the BMO Funds. M&I Distributors LLC is the distributor. BMO Funds are not marketed or sold outside the United States.
Investment products are: Not FDIC Insured | No Bank Guarantee | May Lose Value
BMO Global Asset Management
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