BDSYX : BMO Aggressive Allocation Fund Class Y

BDSYX is a Allocation Market All-In-One with LOW fees.

BDSYX

BMO Aggressive Allocation Fund Class Y

FI Score

55 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

55% FI Score
  • bdsyx
  • Mutual Fund
  • Allocation
  • All-In-One

BMO Aggressive Allocation Fund Class Y

Expenses: 0.33% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide total investment return primarily from appreciation, secondarily from income. The fund normally targets an allocation of approximately 100% of its total assets in funds that invest principally in equity securities, and will invest at least 80% of its assets in funds that invest principally in common or preferred stocks. Under normal market conditions it allocates its assets among the underlying funds based on asset allocation target ranges of 0-10% of its total assets in funds that invest principally in money market funds and 90-100% of its total assets in funds that invest principally in equity securities.

Largest Holdings

Amount Holding
15.37% Vanguard Institutional Index I
9.23% Vanguard S&P 500 ETF
7.76% BMO Large-Cap Value R6
6.66% BMO Large-Cap Growth R6
5.90% Dodge & Cox Stock
5.70% BMO Low Volatility Equity I
5.65% MFS International Intrinsic Value R6
4.49% Dodge & Cox International Stock
4.38% BMO Pyrford International Stock R6
3.66% Harbor Capital Appreciation Retirement
3.62% BMO Dividend Income I
3.42% BMO Disciplined International Equity I
3.25% T. Rowe Price Growth Stock I
2.78% T. Rowe Price International Discovery I
2.75% BMO LGM Emerging Markets Equity I
2.61% BMO Small-Cap Growth I
2.47% Vanguard Mid Cap Index Institutional
2.08% Vanguard Developed Markets Index Admiral
1.79% BMO Mid-Cap Growth R6
1.77% BMO Mid-Cap Value R6
1.50% BMO Small-Cap Value R6
1.26% Vanguard Emerging Mkts Stock Idx Adm
1.11% Goldman Sachs Small Cap Value Instl

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