BMO Target Education 2040 Portfolio Series A

NAVPS

NAVPS:

$9.71

Change

$0.05 (0.54%)

As at 10-29-2020
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BMO Target Education 2040 Portfolio Series A

Compare to:

Inception Return
(08-17-2020)

-1.59%

YTD Return

-

NAVPS
(10-29-2020)

$9.71
$0.05 (0.54%)

MER

-

Assets ($mil)

$0

1 Yr Return

-

Registered Plan Eligible

Yes

Load

No Load

CIFSC Category

2035+ Target Date

Share Class

Commission Based Advice

Fund Codes

BMO100(NL)

Fund Details

Classification

Mutual

Legal Status

Trust

Sales Status

-

Currency

CAD

Start Date

August 17, 2020

Distribution Frequency

Annual

Investment Objectives

This fund's objective is to provide the opportunity for capital appreciation by investing primarily in a diversified mix of mutual funds and/or exchange traded funds until its target date of June 30, 2040 approaches.

Investment Minimums

RSP Eligible

Yes

PAC Allowed

No

PAC Initial Investment

-

PAC Subsequent

-

SWP Allowed

No

SWP Min Balance

-

SWP Min Withdrawal

-

Fees

MER

-

Management Fee

-

FE Max

-

DSC Max

-

LL Max

-

Trailer Fee Max (FEE)

-

Trailer Fee Max (DSC)

-

Trailer Fee Max (NL)

-

Trailer Fee Max (LL)

-

Management and Organization

Fund Manager

BMO Investments Inc.

Advisor

-

Custodian

-

Registrar

-

Distributor

-

Auditor

-

As at September 30, 2020

Inception Return
(08-17-2020)

-1.59%

YTD Return

-

NAVPS (10-29-2020)

$9.71
$0.05 / 0.54%

Best Month

-0.51%

Worst Month

-1.09%

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