Sector Allocation - MUTUAL:BMO410
as of 03/31/2013
| Basic Materials | -- | |
|---|---|---|
| Consumer Cyclical | -- | |
| Financial Services | -- | |
| Real Estate | -- | |
| Consumer Defensive | -- | |
| Healthcare | -- | |
| Utilities | -- | |
| Communication Services | -- | |
| Energy | -- | |
| Industrials | -- | |
| Technology | -- |
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MUTUAL:BMO410:TSX
BMO LifeStage Plus 2015 Fund – MUTUAL:BMO410 Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 9.32 CAD | 0.04 (+0.42%) | -- - -- | -- |
Market data as of 12:00AM 07/30/10. Quotes are delayed by at least 15 min.
Overview - MUTUAL:BMO410
This fund’s objective is to provide the opportunity for capital appreciation during the term of the fund by investing in mutual funds, fixed income securities and cash equivalents. The percentage allocated to each of these asset classes from time to time will be determined by the fund’s asset allocation strategy.
Growth of $10,000 (10 Years)
| Total Return | 0.15% |
|---|---|
| Yield (Trailing 12 Mo.) | 0.00% |
| Expense Ratio | -- |
| Front Load | None |
| Deferred Load | None |
| Minimum Investment | $500.00 |
| Management Tenure | 2 Years |
| Fund Inception | 06/18/2007 |
Trailing Total Returns - MUTUAL:BMO410
as of 03/31/2013
| Timeframe | MUTUAL:BMO410 | S&P 500 | 2015 Target Date Portfolio |
|---|---|---|---|
| 1 Month | 0.01% | 1.93% | 0.70% |
| 3 Month | 0.44% | 7.18% | 2.19% |
| Year-to-Date | 0.44% | 12.74% | 3.02% |
| 1 Year | 2.12% | 16.89% | 5.85% |
| 3 Year | 3.50% | 12.80% | 4.87% |
| 5 Year | 1.54% | 5.21% | 2.39% |
| 10 Year | -- | 7.88% | -- |
| Since Inception | 0.15% | 10.38% | -- |
Asset Allocation - MUTUAL:BMO410
as of 03/31/2013
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | -- | 0.00 | 0.00 | ||
| Bond | -- | 0.00 | 0.00 | ||
| Other | -- | 0.26 | 0.26 | ||
| Foreign Stock | -- | 0.00 | 0.00 | ||
| Foreign Bond | -- | 98.52 | 98.52 | ||
| Total | -- | 98.78 | 98.78 | ||
| Cash | -- | 1.22 | 1.22 | ||
| Total Net Assets | $269.96M |
|---|---|
| Total Stock Holdings | 0 |
| Total Bond Holdings | 15 |
Top Ten Holdings - MUTUAL:BMO410
as of 03/31/2013
| Company | YTD Return | % of Assets |
|---|---|---|
| Ontario Prov Cda Cds- | -- | 13.51% |
| Ontario Prov Ctf Dep Bk-Entry | -- | 11.16% |
| Ontario Prov Ctf Dep Bk-Entry | -- | 9.81% |
| #CA:?CA7YT.RR | -- | 9.40% |
| Sun Life Finl FRN | -- | 7.74% |
| Manulife Finl 5.161% | -- | 7.55% |
| Quebec Prov Cda 5.5% | -- | 6.83% |
| Quebec Prov Cda Ctf Dep Be Cds | -- | 6.64% |
| Quebec Prov Cda Ctf Dep Be Cds | -- | 4.50% |
| Union Gas 11.5% | -- | 4.44% |
Valuation & Growth - MUTUAL:BMO410
as of 03/31/2013
| Valuation | MUTUAL:BMO410 | Category Range |
|---|---|---|
| Price/Earnings | -- | |
| Price/Book | -- | |
| Price/Sales | -- | |
| Price/Cash Flow | -- | |
| Dividend Yield | ||
| LT Earnings | ||
| Historical Earnings | ||
| Sales Growth | ||
| Cash-Flow Growth | ||
| Book-Value Growth |
Key: Lo Hi
Morningstar Summary - MUTUAL:BMO410, 3 Year
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Avg | |
| Return | Below Avg |
Key: Lo Hi
Tax Analysis - MUTUAL:BMO410, 3 Year Avg
| Pretax Return | 3.50% |
|---|---|
| Tax-adjusted Return | 3.50% |
| Tax Cost Ratio | 0.00% |
| Potential Cap Gains | -- |
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