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BMO Target Retirement 2040 Y (BTRMX)

10.25 Up 0.12(1.18%) Jun 30
Prev Close:10.13
YTD Return*:1.78%
Net Assets*:65.40M
Yield*:1.49%

* As of 31-May-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for BTRMX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Vanguard Institutional Index I13.18N/A
T. Rowe Price Growth Stock I7.00N/A
Harbor Capital Appreciation Instl6.99N/A
BMO Large-Cap Value I6.30N/A
Dodge & Cox International Stock5.89N/A

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:65.4M
Category:Target-Date 2040
Annual Report Expense Ratio (net):0.36%

Performance & Risk

YTD Return:1.78%
5y Avg Return:6.65%
Rank in Category (ytd):73
% Rank in Category (ytd):28.4%
Beta (3y):1.47
Morningstar Risk Rating:

Fund Summary

The investment seeks to achieve growth, income, and conservation of capital to varying degrees depending on its proximity to its target date. The managers will attempt to achieve its investment objectives by investing in a mix of affiliated and unaffiliated funds (the underlying funds) in different combinations and weightings without limit. The fund is designed for an investor who expects to retire in or around the year 2040 (the target date) at age 67 and who plans to withdraw the value of the investor's account in the fund gradually after retirement. The target date is the year that an investor likely would stop making new investments in the fund. View More
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