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Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. The BMO Ascent Portfolios returned positive performance over the quarter. Gains toward the end of the quarter were attributed to positions in Real Estate and. This fund's objective is to preserve the value of your investment and provide moderate potential for growth by investing primarily, directly or indirectly.

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Distribution rates may change without notice up or down depending on market conditions and net asset value NAV fluctuations. About Us. For more detailed information about these ratings, including their methodology, please go to here. For detail information about the Morningstar Star Rating for Stocks, please visit here. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations.