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BMO Target Retirement Fund 2040

BTRMX:US
NASDAQ GM
12.24
USD
0.06
0.49%
As of 12/15/2017
Fund Type
Fund of Funds
52Wk Range
10.23 - 12.24
1 Yr Return
19.21%
YTD Return
19.65%
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Previous Close
12.18
52Wk Range
10.23 - 12.24
1 Yr Return
19.21%
YTD Return
19.65%
Fund Type
Fund of Funds
Objective
Target 2036-2040
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 12/15/2017)
12.24
Total Assets (m USD) (on 12/15/2017)
55.312
Inception Date
08/30/2013
Last Dividend (on 12/21/2016)
0.133
Dividend Indicated Gross Yield
1.09%
Fund Managers
LOWELL YURA / JON ADAMS
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.00%
Expense Ratio
1.08%
Profile
BMO Target Retirement Fund 2040 is an open-end fund incorporated in the USA. The Fund's objective is growth, income, and conservation of capital to varying degrees depending on its proximity to its target date. The Fund will invest in a mix of funds in different combinations and weightings, becoming more conservative as the fund nears and passes its target date.
Address
BMO Financial Corp
111 West Monroe Street
Chicago, IL 60603
Phone
1-800-236-3863
Website
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