Nasdaq - Delayed Quote USD

BMO Target Risk Funds - BMO Aggressive Allocation Fund (BDSRX)

3.3100
-0.0300
(-0.90%)
As of May 16 at 8:01:10 PM EDT. Market Open.

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
  • LPL SAM Eligible
  • Raymond James
  • Mid Atlantic Capital Group
  • LPL SWM
  • Pershing Retirement Plan Network

Fund Summary

The adviser 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, the adviser 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 98.79M
YTD Return -4.31%
Yield 1.15%
Morningstar Rating
Inception Date May 30, 2014

Performance & Risk

YTD Return 8.78%
5y Average Return 0.00%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.59
Morningstar Risk Rating

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