BMO Global Asset Management
  • Login
  •  | Contact us
  •  | Change country
BMO Funds (U.S. investors)
Equity
International and Global
Fixed Income
Money Market
Asset Allocation
BMO In-Retirement Fund
BMO Target Retirement 2015 Fund
BMO Target Retirement 2020 Fund
BMO Target Retirement 2025 Fund
BMO Target Retirement 2030 Fund
BMO Target Retirement 2035 Fund
BMO Target Retirement 2040 Fund
BMO Target Retirement 2045 Fund
BMO Target Retirement 2050 Fund
BMO Target Retirement 2055 Fund
BMO Aggressive Allocation Fund
BMO Balanced Allocation Fund
BMO Conservative Allocation Fund
BMO Growth Allocation Fund
BMO Moderate Allocation Fund
Alternatives
Collective Funds (U.S. investors)
BMO Funds (Australian investors)

BMO Target Retirement 2020 Fund

  • Fact Sheet
  • Commentary
  • Portfolio Holdings
  • Summary Prospectus
  • Fund Overview Information

  • To achieve growth, income, and conservation of capital to varying degrees depending on its proximity to its target date. As the Fund approaches and passes its target date, the Fund will reduce its emphasis on growth and increase its emphasis on income and preservation of capital.

    Benchmark: S&P Target Date 2020 Index.

  • Portfolio Managers

  • Monthly Performance Analysis (%) as of
  • Quarterly Performance Analysis (%) as of
MTD YTD Annualized
1 yr. 3 yr. 5 yr. 10 yr. Since inception
QTD YTD Annualized
1 yr. 3 yr. 5 yr. 10 yr. Since inception
  • Disclosure

  • Performance data quoted represents past performance and past performance is not a guarantee of future results. Investment returns and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Mutual fund performance changes over time and current performance may be lower or higher than what is stated. To receive the most recent month-end performance, call 1-800-236-3863.

    The BMO Target Retirement 2020 Fund is the successor to the portfolio of a collective trust fund managed by the Adviser. The quoted performance data includes the performance of the collective trust fund for the periods before the BMO Target Retirement 2020 Fund commenced operations, not adjusted to reflect the BMO Target Retirement 2020 Fund's expenses. The collective trust fund was not registered under the Investment Company Act of 1940 ("1940 Act") and therefore was not subject to certain investment restrictions that are imposed by the 1940 Act. If the collective trust fund had been registered under the 1940 Act, the performance may have been adversely affected.

    Returns are pre-tax. An investor should consider his or her current and anticipated investment horizon and income tax bracket when making an investment decision as the illustration above does not reflect these factors. For more information about performance, please contact your investment professional. For more information about performance, please contact your investment professional. Total returns for periods of one year or less are cumulative.

    Net Expense Ratios reflect contractual fee waivers and/or expense reimbursements made by BMO Asset Management Corp., the investment adviser (Adviser). The Adviser may not terminate these fee waivers and/or expense reimbursements prior to December 31, 2018 without the consent of the Board of Directors, unless the investment advisory agreement is terminated. Without these contractual waivers, the Funds' returns would have been lower. Please see the prospectus for more information.

    The Morningstar Category Average represents the average composite performance of all mutual funds listed in the respective category as reported by Morningstar, Inc. Investments cannot be made in an index.

Follow
Subscribe

Quick Links

  • Daily and historical performance
  • Distributions
  • Monthly performance
  • Lipper Rankings
    • Lipper Rankings (Class Y)
    • Lipper Rankings (Class I)
  • Morningstar Ratings™
    • Morningstar Ratings™ (Class Y)
    • Morningstar Ratings™ (Class I)
  • Applications and forms
  • Prospectus and fund documents
  • Tax information

Multi-asset insights

  • From “synchronized global growth” to “we were overdue for a healthy correction”
  • The U.S. wage growth quandary
  • Global economic growth: Synchronized across markets
  • More: Multi-Asset
Meet the team
Part of BMO Financial Group Careers | Security | Privacy | Legal

Follow us on LinkedIn

BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management and trust and custody services. Certain of the products and services offered under the brand name BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions and may not be available to all investors. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO).

BMO Asset Management U.S. consists of BMO Asset Management Corp., BMO Asset Management (Canada)® includes BMO Asset Management Inc.

BMO Taft-Hartley Services and BMO Trust and Custody Services are a part of BMO Global Asset Management and a division of BMO Harris Bank N.A., offering products and services through various affiliated entities of BMO Financial Group.

BMO Asset Management Corp. is the investment adviser to the BMO Funds. BMO Fund platform services are offered by BMO Investment Distributors, LLC, the distributor for the BMO Funds. Member FINRA/SIPC.

All investments involve risk, including the loss of principal.

Foreign investing involves special risks due to factors such as increased volatility, currency fluctuation and political uncertainties.

Investors should carefully consider the investment objectives, risks, charges and expenses of the BMO Funds. This and other important information is contained in the prospectuses and/or summary prospectuses, which can be obtained by calling 1-800-236-3863. Please read carefully before investing.

Investment advisory services in the United States are provided by BMO Asset Management Corp., LGM Investments Limited, BMO Global Asset Management (Asia) Limited, Pyrford International Limited and Taplin, Canida & Habacht, LLC.

Investment advisory services in Canada are provided by BMO Asset Management Inc., BMO Asset Management Corp., LGM Investments Limited, BMO Global Asset Management (Asia) Limited and Pyrford International Limited.

Financial promotions in the United Kingdom are provided by LGM Investments Limited, Pyrford International Limited, and F&C Management Limited. LGM Investments Limited, Pyrford International Limited, and F&C Management Limited are authorized and regulated by the Financial Conduct Authority in the United Kingdom.

Asset management services in Hong Kong are provided by BMO Global Asset Management (Asia) Limited, licensed by the Securities and Futures Commission to conduct regulated activity Type 9 - asset management under the Securities and Futures Ordinance.

This website is for informational purposes only and is not intended to provide a complete description of BMO Global Asset Management's products or services. Past performance is not indicative of future results. It should not be construed as investment advice or relied upon in making an investment decision. Information on this website does not constitute an offer for products or services, or a solicitation of an offer in any jurisdiction in which such solicitation or offer would be unlawful. Products and services can only be offered by appropriate representatives of the respective manager. Notice to residents of the United Kingdom: For the avoidance of any doubt, the information on this website does not constitute an offer for products or services to persons in the United Kingdom.

Please read the Privacy Policy and Legal Disclosures reached through links above for important information.

Investment products are: Not FDIC Insured — No Bank Guarantee — May Lose Value

Copyright 2017. BMO Financial Corp. All Rights Reserved.

TM/® Trade-marks/registered trade-marks of Bank of Montreal, used under license.