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Fund Profile
| Net Assets ($MM) (Jan 29, 2010) |
$126.7 |
| Price (Feb 08, 2010) |
$8.6722 |
| YTD Return (Jan 31, 2010) |
-1.35% |
| 12 Month Low/High |
$7.2898 / $8.9236 |
| Management Expense Ratio (MER) |
Sep 30, 2009 2.41% |
| Eligibility |
RRSP / RESP / RIF / TFSA / RDSP |
| Date Started |
June 18, 2007 |
| Baycom# |
BMO476 |
| Fundata# |
BOM*FSB |
| Minimum Initial Investment |
$1,000 |
| Minimum Additional Investments |
$100 |
| Continuous Savings Plan (CSP) Amount |
$100 min / month |
Related Links / Downloads
Prospectuses,
Financial Reports & Other Important
Information
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Who Should Buy This Fund?
Consider this fund if:
- you want a balanced investment with investment in
fixed income and equity mutual funds that provide the potential for some
capital appreciation
- you’re comfortable with low to medium
investment risk.
Investment Objectives and Strategies
The fund's investment objective is to provide a balance of income and growth by investing primarily in a mix of
mutual funds invested in fixed income and equity securities.
The manager employs a strategic asset allocation strategy designed to maintain focus on long-term performance. As part of this strategy, the manager will invest in a wide range of BMO Mutual Funds, as well as mutual funds from industry-leading mutual fund companies.
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