BMO Balanced Allocation Fund

BMO Balanced Allocation Fund is a registered fund series of BMO FUNDS, INC. (series S000041361). Net assets $244.5M as of 2021-11-30.

Profile

Advisers

Top holdings (32 reported)

Showing 15 of 32 holdings by value.

HoldingTickerValue% of fund
BMO Government Money Market Fund$62.3M2547.39%
Bmo Funds Inc - Bmo Core Plus Bond Fund$18.2M742.97%
Metropolitan West Total Return Bond Fund$18.0M735.78%
Vanguard S&P 500 ETF$14.8M606.70%
Vanguard Institutional Index Fund$9.8M400.76%
BMO Large Cap Value Fund$9.0M366.20%
BMO Large-Cap Growth Fund$7.9M324.73%
BMO Corporate Income Fund$7.4M303.85%
BNY Mellon Global Real Return Fund$7.3M300.51%
TCW Emerging Markets Income Fund$7.3M298.35%
Dodge & Cox Stock Fund$6.9M283.91%
BMO Low Volatility Equity Fund$6.9M281.69%
BMO LGM Emerging Markets Equity Fund$6.0M246.60%
MFS International Intrinsic Value Fund$5.6M230.72%
BMO Pyrford International Stock Fund$5.6M228.64%

Net asset history

Report dateNet assets
2021-11-30$244.5M
2021-08-31$253.4M
2021-05-31$251.9M
2021-02-28$243.0M
2020-11-30$241.0M
2020-08-31$247.1M
2020-05-31$230.1M
2020-02-29$254.8M

More