BMO Aggressive Allocation Fund- Class R6 (BDSQX) Research
The fund's primary objective is to achieve a comprehensive total investment return, with capital appreciation being the main contributor and income generation playing a secondary role. Its strategy involves a significant allocation, generally around 100%, to underlying funds primarily invested in equities. Specifically, at least 80% of its assets are channeled into funds focused on common or preferred stocks. Under typical market circumstances, this translates to a portfolio distribution ranging from 0-10% in money market funds and 90-100% in equity-based funds.
Market snapshot
- Symbol
- BDSQX
- Price
- $3.38
- Day change
- -1.17%
- Market cap
- $189.6M
- 52-week range
- 3.38-10.49
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- BMO Aggressive Allocation Fund- Class Y (BDSYX)
- BMO Balanced Allocation Fund - Y (BGRYX)
- Allspring C&B Mid Cap Value Fund Class A (CBMAX)
- Allspring C&B Mid Cap Value Fund Admin Cl (CBMIX)
- Calvert Mid-Cap Fund Class I (CCPIX)
- First Trust New Opportunities MLP & Energy Fund (FPL)
- The New America High Income Fund Inc. (HYB)
- Nuveen Large Cap Growth Fund Class C (NLCGX)
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