BMO Low Volatility Equity Fund — new fund registration

MARSHALL FUNDS INC d/b/a BMO FUNDS registered 3 new fund series on Form 485APOS, filed 2012-07-13. Featured series: BMO Low Volatility Equity Fund.

Registration

Registrant / trust: MARSHALL FUNDS INC d/b/a BMO FUNDS
CIK: 0000889366
Form: 485APOS
Filed: 2012-07-13
State of incorporation: WI
Accession: 0001193125-12-302209
Reported net assets: $120.1M

Series & classes (6)

Series	Class	Ticker	New
BMO Low Volatility Equity Fund	Class Y	—	Yes
BMO Low Volatility Equity Fund	Class I	—	Yes
BMO Short Tax-Free Fund	Class Y	—	Yes
BMO Short Tax-Free Fund	Class I	—	Yes
BMO TCH Emerging Markets Bond Fund	Class Y	—	Yes
BMO TCH Emerging Markets Bond Fund	Class I	—	Yes

Fees (from the effective prospectus)

12b-1 fee: 0.00%
Gross expense ratio: 1.14%
Management fee: 0.50%
Net expense ratio: 0.90%
Other expenses: 0.64%

Investment objective

To provide capital appreciation.

Advisers

BMO Asset Management Corp. (Advisor)

Other filings by this registrant (15)

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