Fund Overview Information
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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 2035 Index.
Portfolio Managers
| 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
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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.
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 S&P Target Date 2035® Index is designed to measure the performance of an asset allocation strategy that meets the objectives of investors with an approximate 2035 retirement horizon.