# 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](https://search.stillhousedata.com/fund/S000038425) | Class Y | — | Yes |
| [BMO Low Volatility Equity Fund](https://search.stillhousedata.com/fund/S000038425) | Class I | — | Yes |
| [BMO Short Tax-Free Fund](https://search.stillhousedata.com/fund/S000038426) | Class Y | — | Yes |
| [BMO Short Tax-Free Fund](https://search.stillhousedata.com/fund/S000038426) | Class I | — | Yes |
| [BMO TCH Emerging Markets Bond Fund](https://search.stillhousedata.com/fund/S000038427) | Class Y | — | Yes |
| [BMO TCH Emerging Markets Bond Fund](https://search.stillhousedata.com/fund/S000038427) | 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)](https://search.stillhousedata.com/firm/106466)

## Other filings by this registrant (15)

- [485APOS — 2019-03-28](https://search.stillhousedata.com/launch/0001193125-19-090012)
- [485APOS — 2019-02-26](https://search.stillhousedata.com/launch/0001193125-19-051537)
- [485APOS — 2018-08-24](https://search.stillhousedata.com/launch/0001193125-18-257342)
- [485APOS — 2017-03-08](https://search.stillhousedata.com/launch/0001193125-17-074577)
- [485APOS — 2017-03-07](https://search.stillhousedata.com/launch/0001193125-17-072760)
- [485APOS — 2016-03-18 (2 new series)](https://search.stillhousedata.com/launch/0001193125-16-510300)
- [485APOS — 2015-06-12 (8 new series)](https://search.stillhousedata.com/launch/0001193125-15-221717)
- [485APOS — 2015-02-27](https://search.stillhousedata.com/launch/0001193125-15-069786)
- [485APOS — 2014-06-18 (2 new series)](https://search.stillhousedata.com/launch/0001193125-14-241109)
- [485APOS — 2014-03-28](https://search.stillhousedata.com/launch/0001193125-14-121724)
- [485APOS — 2013-10-11 (28 new series)](https://search.stillhousedata.com/launch/0001193125-13-397980)
- [485APOS — 2013-07-12 (4 new series)](https://search.stillhousedata.com/launch/0001193125-13-289436)

## More

- [Registrant profile: MARSHALL FUNDS INC d/b/a BMO FUNDS](https://search.stillhousedata.com/registrant/889366)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001193125-12-302209.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
