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Bmo Target Retirement 2025 Fund Class R6 (BRTHX)

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BMO Target Retirement 2025 Fund Class R6 historical data, for real-time data please try another search

11.940 -0.020 -0.17%

26/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 19.36M

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BRTHX Holdings

Comprehensive information about top holdings and Key Holding Information for the BMO Target Retirement 2025 Fund Class R6 (BRTHX) fund. Our BMO Target Retirement 2025 Fund Class R6 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	7.680	7.690	0.010
Shares	66.790	67.490	0.700
Bonds	25.370	25.370	0.000
Convertible	0.070	0.070	0.000
Preferred	0.050	0.050	0.000
Other	0.040	2.240	2.200

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.017	16.979
Price to Book	2.103	2.546
Price to Sales	1.407	1.871
Price to Cash Flow	6.916	10.620
Dividend Yield	2.461	2.221
5 Years Earnings Growth	10.498	10.686

Sector Allocation

Name	Net %	Category Average
Technology	18.820	21.291
Financial Services	16.240	16.412
Consumer Cyclical	12.090	10.356
Healthcare	11.770	11.599
Industrials	11.130	11.145
Consumer Defensive	10.740	6.208
Energy	4.430	4.460
Basic Materials	3.980	3.911
Utilities	3.830	2.902
Real Estate	3.800	4.630
Communication Services	3.170	7.088

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 28

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Metropolitan West Total Return Bd Plan	-	11.22	-	-
Vanguard Institutional Index I	-	9.74	-	-
BMO TCH Core Plus Bond I	-	8.76	-	-
BMO Pyrford International Stock R6	-	5.88	-	-
BMO Alternative Strategies I	-	5.60	-	-
Dodge & Cox International Stock	-	4.85	-	-
BMO Large-Cap Value R6	-	4.75	-	-
Harbor Capital Appreciation Retirement	-	4.08	-	-
T. Rowe Price Growth Stock I	-	4.07	-	-
MFS International Intrinsic Value R6	-	3.97	-	-

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