BMO Balanced Allocation Fund - Y (BGRYX) Research
The BMO Balanced Allocation Fund - Y aims to deliver a comprehensive investment return, generated through both capital appreciation and income. It typically achieves this by investing in a diversified portfolio of other funds, generally allocating approximately 60% of its total holdings to those focused on equity securities and around 40% to those concentrated in fixed income investments. However, under normal market conditions, the fund maintains the flexibility to adjust these allocations within specific ranges: 50% to 70% in equity-focused funds and 30% to 50% in fixed income-focused funds.
Market snapshot
- Symbol
- BGRYX
- Price
- $4.38
- Day change
- -1.13%
- Market cap
- $253.4M
- 52-week range
- 4.38-9.03
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- BMO Aggressive Allocation Fund- Class R6 (BDSQX)
- BMO Aggressive Allocation Fund- Class Y (BDSYX)
- Crawford Small Cap Dividend Fund Class C (CDOCX)
- ClearBridge MLP and Midstream Total Return Fund Inc. (CTR)
- Fidelity Freedom Index 2005 Fund - Investor Class (FJIFX)
- Fidelity Select Energy Service Portfolio (FSESX)
- JPMorgan Equity Focus Fund Class A (JPFAX)
- Manning & Napier Real Estate Series (MNREX)
Open BMO Balanced Allocation Fund - Y (BGRYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.