BMO Target Retirement 2010 Fund — new fund registration

MARSHALL FUNDS INC d/b/a BMO FUNDS registered 11 new fund series on Form 485APOS, filed 2013-04-16. Featured series: BMO Target Retirement 2010 Fund.

Registration

• Registrant / trust: MARSHALL FUNDS INC d/b/a BMO FUNDS
• CIK: 0000889366
• Form: 485APOS
• Filed: 2013-04-16
• State of incorporation: WI
• Accession: 0001193125-13-156990

Series & classes (44)

Showing 25 of 44 series/class rows.

Fees (from the effective prospectus)

• 12b-1 fee: 0.50%
• Gross expense ratio: 2.32%
• Management fee: 0.00%
• Net expense ratio: 1.23%
• Other expenses: 1.17%

Investment objective

To achieve growth, income, and conservation of capital to varying degrees depending on its proximity to its target date. As the Fund has passed its target date of 2010, the Fund has reduced its emphasis on growth and increased its emphasis on income and preservation of capital.

Advisers

• BMO Asset Management Corp. (Advisor)

Other filings by this registrant (15)

• 485APOS — 2019-03-28
• 485APOS — 2019-02-26
• 485APOS — 2018-08-24
• 485APOS — 2017-03-08
• 485APOS — 2017-03-07
• 485APOS — 2016-03-18 (2 new series)
• 485APOS — 2015-06-12 (8 new series)
• 485APOS — 2015-02-27
• 485APOS — 2014-06-18 (2 new series)
• 485APOS — 2014-03-28
• 485APOS — 2013-10-11 (28 new series)
• 485APOS — 2013-07-12 (4 new series)

More

• Registrant profile: MARSHALL FUNDS INC d/b/a BMO FUNDS
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