BMO LifeStage Plus 2020 Advisor

 (MUTF_CA:GGF97411)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.02%  
1 week   +0.08%
   
4 week   +0.06%
   
3 month
   
-0.03%  
YTD   +0.10%
   
1 year
   
-0.62%  
3 years*   +2.35%
   
5 years*   +2.13%
   
*annualized
Best 3 month return+6.22%  
Worst 3 month return-3.64%  

Morningstar statistics

Morningstar category: Short-term Target Date Portfolio
  Return Risk Rating
3 years Average Below Average
5 years Average Below Average
10 years     -     - -
Overall Average Below Average

Key statistics

Total assets38.66M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee-  
Fund familyBMO Investments Inc. 

Asset allocation

Cash0.00%  
Stocks0.00%  
Bonds99.35%  
Other0.65%  

Purchase information

InitialCA$500  
AdditionalCA$50  
IRA InitialCA$500  
AIP InitialCA$50  
AIP AdditionalCA$50  
10.190.00(-0.02%)
Feb 20, 7:00PM EST Overall Morningstar RatingTM

Description

This fund's objective is to provide the opportunity for capital appreciation during the term of the fund by investing in mutual funds, fixed income securities and cash equivalents. Initially, the fund will invest primarily in a portfolio of mutual funds. Over time, the fund will gradually increase the percentage of its assets allocated to fixed income securities and cash equivalents. Prior to the Target End Date, the portfolio of the fund will be invested only in fixed income securities and cash equivalents. Subject to the approval of the independent review committee of the fund, it is expected that on the Target End Date the fund will be combined with a money market mutual fund managed by us or one of our affiliates.
Asset managers:
Paul Taylor (Started: Sep 1, 2014)
Steve Shepherd (Started: May 1, 2014)
Advisor Company:
BMO Asset Management Inc
77 King Street West, Suite 4200
416 867 6203 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -2.58 -0.78 -1.60     -
Beta* 0.41 0.64 0.72     -
Mean annual return -0.03 0.20 0.16     -
R-squared* 34.06 49.00 37.35     -
Standard deviation 1.57 2.76 3.16     -
Sharpe ratio -0.56 0.64 0.37     -
* Against standard index

Top 10 holdings