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BMO Target Retirement 2040 I (BTRNX)

11.61 Down 0.04(0.34%) Sep 15
Prev Close:11.61
YTD Return*:7.10%
Net Assets*:72.75M

* As of 31-Aug-14

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


  • No Headlines available for BTRNX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Vanguard Institutional Index I14.29N/A
Dodge & Cox International Stock6.78N/A
Harbor International Institutional6.55N/A
BMO Pyrford International Stock I6.17N/A
BMO Large-Cap Value I6.12N/A

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:72.75M
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):NaN%

Performance & Risk

YTD Return:7.10%
5y Avg Return:14.04%
Rank in Category (ytd):27
% Rank in Category (ytd):11.59%
Beta (3y):1.52
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 fund will attempt to achieve its investment objectives by investing in a mix of BMO Funds and unaffiliated funds (the underlying funds) in different combinations and weightings. It is designed for an investor who expects to retire in or around the year 2040 at age 65 and who plans to withdraw the value of the investor's account in the fund gradually after retirement. The fund may invest up to 100% of its total assets in funds that invest principally in equity securities. View More
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