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| 10.20 Net Asset Value | -0.10% 1 Day | +1.69% 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 | +3.03% | 3 years | -- | |
| 3 months | -- | 5 years | -- | |
| 1 year | -- | Since inception | +2.00% |
| BRTQX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +15.37% |
| Expense ratio | 1.00% | 1.03% |
| Risk 5 year sharpe ratio | -- | 1.31 |
| Net assets | $15.0K | $791.2M |
| Average market cap | $22.6B | $32.8B |
| Average P/E | 18.0 | 17.6 |
| 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 | 63.64% |
| International stock | 30.31% |
| Fixed income | 9.94% |
| Other | 0.16% |
| Cash | 0.00% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| VINIX Vanguard Institutional Index I | 15.24% |
| HAINX Harbor International Institutional | 7.70% |
| DODFX Dodge & Cox International Stock | 7.29% |
| MIEMX BMO Lloyd George Emerg Mkts Eq I | 6.14% |
| MISNX BMO Pyrford International Stock I | 5.90% |
| PRGFX T. Rowe Price Growth Stock | 5.71% |
| HACAX Harbor Capital Appreciation Instl | 5.38% |
| MLVIX BMO Large-Cap Value I | 5.38% |
| VMCIX Vanguard Mid Cap Index I | 4.73% |
| MRMIX BMO Mid-Cap Growth I | 4.63% |
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