BMO Target Retirement 2030 Fund

U.S. News evaluated 51 Target Date 2026-2030 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 19.77 percent over the past year, 11.34 percent over the past three years, and 15.44 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 5.8%
1 Year 19.8%
3 Years (Annualized) 11.3%
5 Years (Annualized) 15.4%
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve growth, income, and conservation of capital to varying degrees depending on its proximity to its target date. The fund will attempt to achieve its investment objectives by investing in a mix of BMO Funds and unaffiliated funds (the underlying funds) in different combinations and weightings. It is designed for an investor who expects to retire in or around the year 2030 at age 65 and who plans to withdraw the value of the investor's account in the fund gradually after retirement. The fund may invest no more than 90% of its total assets in funds that invest principally in equity securities.