BMO Aggressive Allocation Fund- Class Y (BDSYX) Research

The fund aims to generate overall investment returns, primarily through capital appreciation and secondarily through income. It typically intends to allocate nearly 100% of its total assets to underlying funds predominantly invested in equity securities. A minimum of 80% of its assets will be held in funds focusing on common or preferred stocks. In ordinary market environments, its asset distribution among the underlying funds adheres to specific target ranges: 0-10% of its total assets in money market funds, and 90-100% in equity-oriented funds.

Market snapshot

Symbol
BDSYX
Price
$3.33
Day change
-1.19%
Market cap
$189.6M
52-week range
3.33-10.43
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BMO Aggressive Allocation Fund- Class R6 (BDSQX)
  • 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)

Open BMO Aggressive Allocation Fund- Class Y (BDSYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.