BMO Aggressive Allocation Fund- Class R6 (BDSQX)
BMO Aggressive Allocation Fund- Class R6 operates in the Asset Management industry of the Financial Services sector, headquartered in Milwaukee, WI. The stock last traded at $3.38, down 1.17% on the session, giving a market capitalisation of $189.6M. Its beta of 1.60 implies it has historically moved more than the broad market.
The fund's primary objective is to achieve a comprehensive total investment return, with capital appreciation being the main contributor and income generation playing a secondary role. Its strategy involves a significant allocation, generally around 100%, to underlying funds primarily invested in equities. Specifically, at least 80% of its assets are channeled into funds focused on common or preferred stocks. Under typical market circumstances, this translates to a portfolio distribution ranging from 0-10% in money market funds and 90-100% in equity-based funds.
BMO Aggressive Allocation Fund- Class R6 is most often compared with the following Financial Services names: