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| 10.30 Net Asset Value | +0.19% 1 Day | +2.69% Year-to-Date | Overall Morningstar Rating |
| Target date 2041-2045 Style or Category | No Load Sales Expenses | 1.00% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +1.38% | 3 years | -- | |
| 3 months | +2.79% | 5 years | -- | |
| 1 year | -- | Since inception | +2.30% |
| BRTQX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +18.08% |
| Expense ratio | 1.00% | 1.03% |
| Risk 5 year sharpe ratio | -- | 1.22 |
| Net assets | $38.2K | $810.1M |
| Average market cap | $23.0B | $33.6B |
| Average P/E | 18.0 | 17.7 |
| Portfolio turnover | -- | -- |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | BMO Funds |
| Fund manager & tenure | John Boritzke / 0 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| U.S. stock | 60.52% |
| International stock | 29.66% |
| Fixed income | 13.42% |
| Other | 0.13% |
| Cash | 0.00% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| VINIX Vanguard Institutional Index I | 14.61% |
| HAINX Harbor International Institutional | 7.64% |
| DODFX Dodge & Cox International Stock | 7.19% |
| MISNX BMO Pyrford International Stock I | 5.75% |
| MIEMX BMO Lloyd George Emerging Mkts Eq I | 5.41% |
| PRGFX T. Rowe Price Growth Stock | 5.22% |
| MLVIX BMO Large-Cap Value I | 5.17% |
| HACAX Harbor Capital Appreciation Instl | 4.89% |
| VMCIX Vanguard Mid Cap Index I | 4.49% |
| MRVIX BMO Mid-Cap Value I | 4.46% |
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