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BDVIX BMO Conservative Allocation I

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Fund BDVIX BMO Conservative Allocation I
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Similarity
?
100%
Annual Fees
?
$65.59
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.48% annual return
$17,204.74
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 4.01%
3 YR 3.15%
5 YR 4.66%
10 YR 4.94%
Description
The investment seeks to provide total return primarily from income, secondarily from appreciation. The fund normally targets an allocation of approximately 80% of its total assets in funds that invest principally in fixed income securities and 20% of its total assets in funds that invest principally in equity securities. Under normal market conditions, it allocates its assets among the underlying funds based on asset allocation target ranges of 70-90% of its total assets in funds that invest principally in fixed income securities and 10-30% of its total assets in funds that invest principally in equity securities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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