BMO Ultra Short Tax-Free is guided by an experienced team that follows a straightforward, research-based process to build this portfolio. The strategy earns a Morningstar Analyst Rating of Neutral on all share classes.
Will MUISX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MUISX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MUISX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MUISX’s parent organization’s priorities and whether they’re in line with investors’ interests.