|P.O. Box 55931 , Boston, MA 02205|
|Fund Manager||Jon Adams|
|Manager Tenure||6 Years 1 Months|
To provide total return primarily from income, secondarily from appreciation. The Adviser constructs an overall portfolio for the Fund consistent with its investment objective by investing substantially, but without limitation, in other BMO mutual funds from a variety of asset classes and supplementing those with unaffiliated funds as considered desirable. The Adviser intends to accomplish the Funds investment objective with the predominant use of the BMO Funds because of the greater familiarity with 1) the capabilities of those investment teams, 2) the consistency of the underlying investment strategy with the Funds overall investment objective, 3) how those BMO Funds will react to aide range of market conditions, and 4) how those strategies will interact with the unaffiliated funds selected or under consideration. Despite the predominant use of BMO Funds for reasons mentioned above, the Adviser has the sole discretion to select unaffiliated funds, including exchange-traded funds, in any asset class as an underlying fund at any time even if a BMO Fund exists in a similar asset class. The Adviser considers numerous factors when selecting the unaffiliated underlying funds, but focuses on how those unaffiliated funds can supplement the BMO Funds already selected.
|Asset Type||% Of Allocation|
|Total Net Assets||9.34 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
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