BMO Retirement Conservative Port A
Performance
Growth of 10,000
Returns
2015
|
2016
|
2017
|
2018
|
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
YTD
| |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment |
N/A
|
1.56
|
3.19
|
-1.13
|
8.37
|
7.60
|
3.90
|
-10.76
|
6.82
|
8.09
|
1.82
|
| Category |
3.83
|
4.18
|
4.20
|
-1.73
|
8.83
|
6.69
|
4.16
|
-10.54
|
7.65
|
9.46
|
2.29
|
| Index |
4.18
|
3.96
|
4.70
|
0.55
|
9.78
|
8.02
|
2.69
|
-10.65
|
8.56
|
8.09
|
2.37
|
| Quartile Rank |
—
|
Quartile Rank is
fourth
|
Quartile Rank is
fourth
|
Quartile Rank is
second
|
Quartile Rank is
third
|
Quartile Rank is
second
|
Quartile Rank is
third
|
Quartile Rank is
second
|
Quartile Rank is
third
|
Quartile Rank is
third
|
Quartile Rank is
third
|
| Percentile Rank | — |
90
|
78
|
28
|
68
|
37
|
51
|
44
|
73
|
69
|
71
|
| # of Invest. in Cat. |
365
|
432
|
509
|
603
|
722
|
763
|
720
|
803
|
851
|
886
|
737
|
| Category Name |
CA134
Canada Fund Global Fixed Income Balanced
|
CA134
Canada Fund Global Fixed Income Balanced
|
CA134
Canada Fund Global Fixed Income Balanced
|
CA134
Canada Fund Global Fixed Income Balanced
|
CA134
Canada Fund Global Fixed Income Balanced
|
CA134
Canada Fund Global Fixed Income Balanced
|
CA134
Canada Fund Global Fixed Income Balanced
|
CA134
Canada Fund Global Fixed Income Balanced
|
CA134
Canada Fund Global Fixed Income Balanced
|
CA134
Canada Fund Global Fixed Income Balanced
|
CA134
Canada Fund Global Fixed Income Balanced
|
Price
Cost Illustration
Selected Option
Sustainability
ESG Risk Rating
—
0/5
Corporate Sustainability Score
Sovereign Sustainability Score
Low Carbon Designation
No Designation
Carbon Risk Score
Strategy
Related Investments
Investment Name | Ticker | Inception | Net Assets | Front Load % | Deferred Load % | Expense Ratio % | Minimum Initial Purchase | 12b-1 Actual | Purchase Constraint | Shareclass Attributes |
|---|---|---|---|---|---|---|---|---|---|---|
BMO Retirement Conservative Port A
BMO Retirement Conservative Port A
|
BMO70224
|
Aug 25, 2015
|
1.18 Bil
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
BMO Retirement Conservative Port Advisor
BMO Retirement Conservative Port Advisor
|
BMO98224
|
Aug 25, 2015
|
23.79 Mil
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
BMO Retirement Conservative Port F
BMO Retirement Conservative Port F
|
BMO95224
|
Aug 25, 2015
|
311.72 Mil
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
BMO Retirement Conservative Port F4
BMO Retirement Conservative Port F4
|
BMO37224
|
Apr 28, 2016
|
11.11 Mil
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
BMO Retirement Conservative Port F6
BMO Retirement Conservative Port F6
|
BMO36224
|
Apr 28, 2016
|
11.69 Mil
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
BMO Retirement Conservative Port G
BMO Retirement Conservative Port G
|
BMO60285
|
Mar 11, 2019
|
3.74 Mil
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
BMO Retirement Conservative Port I
BMO Retirement Conservative Port I
|
BMO71224
|
Apr 26, 2016
|
150.00
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
BMO Retirement Conservative Port T4
BMO Retirement Conservative Port T4
|
BMO70234
|
Apr 28, 2016
|
15.68 Mil
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
BMO Retirement Conservative Port T6
BMO Retirement Conservative Port T6
|
BMO35228
|
Aug 25, 2015
|
25.68 Mil
|
—
|
—
|
—
|
500.00
|
—
|
—
|
—
|
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