| Fund Name | Category Name |
| BMO Principle Balanced Portfolio Series A | Global Neutral Balanced |
| BMO Principle Conservative Portfolio Series A | Global Fixed Income Balanced |
| BMO Principle Growth Portfolio Series A | Global Equity Balanced |
| BMO Principle Income Portfolio Series A | Global Fixed Income Balanced |
| BMO Private Canadian Bond Portfolio | Canadian Fixed Income |
| BMO Private Canadian Core Equity Portfolio | Canadian Equity |
| BMO Private Canadian Enhanced Equity Portfolio | Canadian Equity |
| BMO Private Canadian Income Equity Pf | Canadian Dividend & Income Equity |
| BMO Private Canadian Money Market Portfolio | Canadian Money Market |
| BMO Private Canadian Special Equity Portfolio | Canadian Small/Mid Cap Equity |
| BMO Private Diversified Yield Portfolio | Canadian Equity Balanced |
| BMO Private Emerging Markets Equity Portfolio | Emerging Markets Equity |
| BMO Private Global Absolute Return Bond Fund O | Alternative Credit Focused |
| BMO Private International Equity Portfolio | International Equity |
| BMO Private Market Neutral Global Equity Fund | Alternative Market Neutral |
| BMO Private Premium Yield Portfolio | Miscellaneous - Income and Real Property |
| BMO Private U.S. Equity Portfolio | U.S. Equity |
| BMO Private U.S. Growth Equity Portfolio | U.S. Equity |
| BMO Private U.S. Special Equity Portfolio | U.S. Small/Mid Cap Equity |
| BMO Private US Premium Yield Portfolio Ser A (C$) | U.S. Equity |
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