BMO Target Retirement 2045 Fund

U.S. News evaluated 48 Target Date 2041-2045 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

Trailing Returns Updated 02.28.2014
Year to date 1.7%
1 Year N/A
3 Years (Annualized) N/A
5 Years (Annualized) N/A
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 2045 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 up to 100% of its total assets in funds that invest principally in equity securities.