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MUTUAL:GGF70410:TSX

BMO LifeStage Plus 2015 Fund – MUTUAL:GGF70410 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.10 CAD0.00 (+0.04%)10.02 - 10.11--

Market data as of 12:00AM 04/17/14. Quotes are delayed by at least 15 min.

Overview - MUTUAL:GGF70410

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 Return0.15%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$500.00
Management Tenure3 Years
Fund Inception06/18/2007

Trailing Total Returns - MUTUAL:GGF70410

as of 03/31/2014
TimeframeMUTUAL:GGF70410S&P 5002015 Target Date Portfolio
1 Month-0.02%0.84%-0.02%
3 Month0.12%1.81%1.77%
Year-to-Date0.12%1.81%1.77%
1 Year0.16%21.86%5.88%
3 Year2.34%14.66%4.60%
5 Year2.90%21.16%5.81%
10 Year--7.42%--
Since Inception0.15%10.60%--

Sector Allocation - MUTUAL:GGF70410

as of 03/31/2014
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - MUTUAL:GGF70410

as of 03/31/2014
By PercentShort0%LongNet
Stock--
 
 
0.000.00
Bond--
 
 
0.000.00
Other--
 
 
0.260.26
Foreign Stock--
 
 
0.000.00
Foreign Bond--
 
 
72.2072.20
Total--72.4672.46
Cash--
 
 
27.5427.54
Total Net Assets$189.47M
Total Stock Holdings0
Total Bond Holdings12

Top Ten Holdings - MUTUAL:GGF70410

as of 03/31/2014
CompanyYTD Return% of Assets
Ontario Prov Ctf Dep Bk-Entry--13.19%
Ontario Prov Ctf Dep Bk-Entry--13.07%
Manulife Finl 5.161%--9.12%
Quebec Prov Cda Ctf Dep Be Cds--8.86%
Quebec Prov Cda Ctf Dep Be Cds--5.96%
Manitoba Prov Cda Ctf Dep Bk-Entry--5.53%
Ontario Hydro Bk Entry Global--4.98%
Union Gas 11.5%--4.32%
Sun Life Finl FRN--2.50%
#CA:?CA7YT.RR--2.46%

Valuation & Growth - MUTUAL:GGF70410

as of 03/31/2014
ValuationMUTUAL:GGF70410Category 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:GGF70410, 3 Year

Ratingvs Category
Overall
RiskAvg
ReturnBelow Avg
Key:  Lo 
 Hi

Tax Analysis - MUTUAL:GGF70410, 3 Year Avg

Pretax Return2.34%
Tax-adjusted Return2.34%
Tax Cost Ratio0.00%
Potential Cap Gains--

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