BMO Moderate Allocation Fund - Y (BMBYX)
BMO Moderate Allocation Fund - Y operates in the Asset Management industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $6.37, down 0.78% on the session, giving a market capitalisation of $83.3M. Its beta of 0.79 implies it has historically moved less than the broad market.
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.
BMO Moderate Allocation Fund - Y is most often compared with the following Financial Services names: