BMO Funds announced portfolio management changes

By Toni Weeks

San Diego, Feb. 16 - BMO Funds, formerly the Marshall Funds, announced in a 497 filing with the Securities and Exchange Commission that it has made portfolio management changes to several of its funds.

Effective Feb. 17,

• Daniel L. Sido, Jason Hans and Ernesto Ramos co-manage the BMO Large-Cap Value Fund, with Sido as the lead manager;

• Hans, Sido and Ramos co-manage the BMO Large-Cap Growth Fund, with Hans as the lead manager;

• Peter J. Arts, Vincent S. Russo and Boyd R. Eager co-manage the BMO Short-Term Income Fund, with Arts as the lead portfolio manager;

• Jason D. Weiner, Russo and Andrew Reed co-manage the BMO Short-Intermediate Bond Fund, with Weiner as the lead manager;

• Tere Alvarez Canida, Alan M. Habacht, William J. Canida and Scott M. Kimball co-manage the BMO TCH Corporate Income Fund;

• Weiner, Russo and Daniel Byrne co-manage the BMO Aggregate Bond Fund, with Weiner as the lead manager;

• Alvarez Canida, Habacht, William Canida and Kimball co-manage the BMO TCH Core Plus Bond Fund;

• Arts, Eager and Genevieve C. Lynkiewicz co-manage the BMO Government Money Market Fund, with Arts as lead manager; and

• Arts, Eager and Lynkiewicz co-manage the BMO Prime Money Market Fund, with Arts as the lead portfolio manager.

BMO has also eliminated the 2% redemption fee for its BMO Ultra Short Tax-Free Fund. The fee applied to shares held less than 30 days.

Milwaukee-based M&I Investment Management Corp. is the investment adviser to the funds.

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