Nasdaq - Delayed Quote USD
BMO Target Risk Funds - BMO Aggressive Allocation Fund (BDSQX)
3.3800
-0.0400
(-1.17%)
At close: May 16 at 8:01:10 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- JPMorgan
- LPL SAM Eligible
- Raymond James
- Raymond James WRAP Eligible
- Mid Atlantic Capital Group
- JP MORGAN NO-LOAD TRANSACTION FEE
- LPL SWM - 6.18.2020
- Pershing Retirement Plan Network
Fund Summary
The investment seeks to provide total investment return primarily from appreciation, secondarily from income. The fund normally targets an allocation of approximately 100% of its total assets in funds that invest principally in equity securities, and will invest at least 80% of its assets in funds that invest principally in common or preferred stocks. Under normal market conditions it allocates its assets among the underlying funds based on asset allocation target ranges of 0-10% of its total assets in funds that invest principally in money market funds and 90-100% of its total assets in funds that invest principally in equity securities.
Fund Overview
| Category | Allocation--85%+ Equity |
| Fund Family | BMO Funds |
| Net Assets | 189.64M |
| YTD Return | -4.54% |
| Yield | 1.46% |
| Morningstar Rating | |
| Inception Date | May 30, 2014 |
Performance & Risk
| YTD Return | 8.78% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.60 |
| Morningstar Risk Rating |
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