BC

BMO Canadian Small Cap Equity Fund

Mutual Fund
The Bank of Montreal
Last update 2025-06-02 43 Stocks (4 new)
Value $166.00 Mil Turnover 17 %
Countries:
Top Holdings: TSX:NOA(5.74%)TSX:TSU(5.55%)TSX:PET(4.12%)TSX:PIF(3.82%)TSXV:ZDC(3.82%)

BMO Canadian Small Cap Equity Fund Profile

This fund’s objective is to provide above-average growth in the value of your investment over the long term by investing in small and mid-sized Canadian companies. The fund may invest up to 30% of the fund’s assets in foreign securities.

BMO Canadian Small Cap Equity Fund Investing Philosophy

In order to look for a fund that invests in smaller Canadian companies with high growth potential with medium investment risk
Summary Stock Picks Current Portfolio
BMO Canadian Small Cap Equity ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TSX:NOA
North American Construction Group Ltd
North American Construction Group Ltd
419,400
9,516.0
-5.37%
5.740
-0.32%
1.430
+0.92%
-30.09%
631.0
Oil & Gas
TSX:TSU
Trisura Group Ltd
275,300
9,203.0
+5.36%
5.550
+0.28%
0.580
+25.50%
+14.91%
2,129.2
Insurance
TSX:PET
Pet Valu Holdings Ltd
258,033
6,835.0
-19.09%
4.120
-0.85%
0.380
+29.02%
+36.55%
2,331.2
Retail - Cyclical
TSXV:ZDC
Zedcor Inc
2,148,500
6,338.0
-3.91%
3.820
-0.11%
2.070
+34.19%
+18.86%
432.1
Business Services
TSX:PIF
Polaris Renewable Energy Inc
541,700
6,338.0
-8.88%
3.820
-0.35%
2.570
+5.26%
-6.57%
253.1
Utilities - Independent Power Producers
Utilities - Independent Power Producers
TSX:FOM
Foran Mining Corp
1,651,000
6,010.0
-8.50%
3.630
-0.35%
0.320
-20.23%
-29.77%
1,486.1
Metals & Mining
TSX:KNT
K92 Mining Inc
459,550
5,703.0
-43.43%
3.440
-1.49%
0.190
+17.82%
+72.93%
3,617.1
Metals & Mining
TSX:GSY
goeasy Ltd
37,300
5,630.0
+65.78%
3.400
+1.35%
0.230
+18.14%
+9.77%
2,886.7
Credit Services
TSX:GDI
GDI Integrated Facility Services Inc
GDI Integrated Facility Services Inc
156,583
5,084.0
+13.32%
3.070
+0.36%
0.660
+4.33%
-17.20%
766.0
Business Services
TSX:EQB
EQB Inc
49,900
4,867.0
+1.01%
2.940
+0.03%
0.130
+12.97%
+6.01%
3,972.8
Banks

BMO Canadian Small Cap Equity Fund's Historical Top Holdings Breakdowns

BMO Canadian Small Cap Equity Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSXV:GASX
NG Energy International Corp
2025-03-31
Add
Add
+2.56%
●
0.83 (C$1) 1.17
C$0.95
-5.00%
Add 963.73%
4,930,400
4,466,900
TSX:SXGC
Southern Cross Gold Consolidated Ltd
Southern Cross Gold Consolidated Ltd
2025-03-31
New Buy
New Buy
+2.49%
●
3.07 (C$3.55) 4.63
C$5.10
43.66%
New holding
927,330
927,330
TSX:GMIN
G Mining Ventures Corp
2025-03-31
New Buy
New Buy
+1.85%
●
11.56 (C$15.07) 18.95
C$17.97
19.24%
New holding
163,000
163,000
TSX:AND
Andlauer Healthcare Group Inc
2025-03-31
Reduce
Reduce
-1.67%
●
37.83 (C$42.4) 46.8
C$53.23
25.54%
Reduce -43.2%
104,675
-79,600
TSX:KNT
K92 Mining Inc
2025-03-31
Reduce
Reduce
-1.49%
●
7.85 (C$9.59) 12.41
C$15.01
56.52%
Reduce -43.43%
459,550
-352,800
TSX:DLCG
Dominion Lending Centres Inc
2025-03-31
New Buy
New Buy
+1.47%
●
7.3 (C$7.99) 8.78
C$8.95
12.02%
New holding
325,300
325,300
TSX:SIS
Savaria Corp
2025-03-31
Sold Out
Sold Out
-1.44%
●
16.04 (C$18.2) 20.35
C$19.99
9.84%
Sold Out
0
-123,200
TSX:OR
OR Royalties Inc
2025-03-31
Sold Out
Sold Out
-1.41%
●
25.9 (C$27.57) 30.37
C$38.60
40.01%
Sold Out
0
-105,000
TSX:DFY
Definity Financial Corp
2025-03-31
Sold Out
Sold Out
-1.37%
●
53.67 (C$59.22) 63.94
C$77.12
30.23%
Sold Out
0
-46,900
TSX:GSY
goeasy Ltd
2025-03-31
Add
Add
+1.35%
●
140.96 (C$170) 192.9
C$179.65
5.68%
Add 65.78%
37,300
14,800

BMO Canadian Small Cap Equity Fund Total Holding History ($B)

To

BMO Canadian Small Cap Equity Fund's Asset Allocation

To

BMO Canadian Small Cap Equity Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BMO Canadian Small Cap Equity Fund's Hypothetical Growth since 2025-03-31

BMO Canadian Small Cap Equity Fund's Yearly Returns

Year Portfolio % % Excess Gain %

BMO Canadian Small Cap Equity Fund's Holdings Heat Map

Size field:

BMO Canadian Small Cap Equity Fund's Holdings Bubble Chart

BMO Canadian Small Cap Equity Fund News

  • 1

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