BMO InvestorLine provides a broad range of mutual fund research and tools for the self-directed investor.

Research

• Need help understanding mutual fund investing? Learn the basics in our Mutual Fund Reference Guide.
  
  
• We have teamed up with Canada's leading provider of mutual fund investment information, Morningstar.ca, to provide you with expert opinions, insightful analysis, and more. Check out our Morningstar Mutual Fund Research.
  
  
• We’ve made it easier for you to research, select, trade and monitor your Model Portfolios. We’ve partnered with industry expert Lipper to bring you exclusive third party research content, monthly podcasts covering U.S. and Canadian market performance highlights, and quarterly commentaries on Lipper Model.

Tools

• Mutual Fund Charting - allows you to chart and compare the historical performance of your mutual fund(s) to other mutual funds, stocks, indices, industries and sectors.
  
  
• Asset Allocator - helps you determine an asset allocation mix to meet your financial objectives so you can determine the mutual fund mix that is best for you.
  
  
• Retirement Planner - helps you identify your investment goals based on your risk tolerance and the length of time you have to invest.