BMO Target Retirement 2025 I
The investment seeks to achieve growth, income, and conservation of capital to varying degrees depending on its proximity to its target date.
The fund will attempt to achieve its investment objectives by investing in a mix of BMO Funds and unaffiliated funds (the underlying funds) in different combinations and weightings. It is designed for an investor who expects to retire in or around the year 2025 at age 67 and who plans to withdraw the value of the investor's account in the fund gradually after retirement. The fund may invest no more than 80% of its total assets in funds that invest principally in equity securities.