BMO Moderate Allocation Fund - Y (BMBYX) Research
This fund's primary objective is to generate a comprehensive investment return, derived from both current income and capital appreciation. It typically aims to allocate approximately 60% of its portfolio to underlying funds primarily focused on fixed income securities, with the remaining 40% directed towards funds investing predominantly in equity securities. However, under typical market circumstances, the fund maintains flexibility, adjusting its asset allocation within ranges of 50-70% for fixed income-focused funds and 30-50% for equity-focused funds.
Market snapshot
- Symbol
- BMBYX
- Price
- $6.37
- Day change
- -0.78%
- Market cap
- $83.3M
- 52-week range
- 6.37-9.86
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AMG GW&K Small Cap Value Fund II - Class I (ACRTX)
- AMG GW&K Small Cap Value Fund II - Class N (ASCTX)
- Aberdeen International Sustainable Leaders Fund Class A (BJBIX)
- CLS Flexible Income Fund Class N (CLFLX)
- Eaton Vance New York Municipal Income Trust (EVY)
- Wells Fargo Intrinsic World Equity Fund - Class Inst (EWENX)
- Manning & Napier Target 2025 Series Class I (MTOAX)
- Parnassus Fixed Income Fund - Institutional Shares (PFPLX)
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