Bmo Servative Allocation Fund Quote

BDVIX Fund  USD 9.99  0.01  0.10%   

Performance

OK

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Bmo Servative is trading at 9.99 as of the 20th of July 2025; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 9.98. Bmo Servative has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of the value of its net assets, plus the amount of any borrowings for investment purposes, in fixed income instruments. The fund seeks to invest a substantial portion of its assets in U.S. More on Bmo Servative Allocation

Moving together with Bmo Mutual Fund

  0.72BALGX Bmo Large CapPairCorr
  0.65BATIX Bmo Tch PoratePairCorr
  0.85BISBX Bmo Pyrford IntlPairCorr
  0.72BLGRX Bmo Large CapPairCorr
  0.65MWTNX Metropolitan West TotalPairCorr

Bmo Mutual Fund Highlights

Fund ConcentrationBMO Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, BMO Funds (View all Sectors)
Update Date30th of June 2025
Bmo Servative Allocation [BDVIX] is traded in USA and was established 20th of July 2025. Bmo Servative is listed under BMO Funds category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of BMO Funds family. Bmo Servative Allocation currently has accumulated 37.3 M in assets under management (AUM) with minimum initial investment of 1000 K. with the current yeild of 0.05%, while the total return for the last 3 years was 6.55%.
Check Bmo Servative Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Bmo Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Bmo Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Bmo Servative Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Bmo Servative Allocation Mutual Fund Constituents

VLGSXVanguard Long Term GovernmentMutual FundLong Government
DODFXDodge International StockMutual FundForeign Large Value
VOOVanguard SP 500EtfLarge Blend
VINIXVanguard Institutional IndexMutual FundLarge Blend
VGLTVanguard Long Term TreasuryEtfLong Government
VBTIXVanguard Total BondMutual FundIntermediate Core Bond
TGEIXTcw Emerging MarketsMutual FundEmerging Markets Bond
MWTSXMetropolitan West TotalMutual FundIntermediate Core-Plus Bond
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Bmo Servative Allocation Risk Profiles

Bmo Servative Against Markets

Other Information on Investing in Bmo Mutual Fund

Bmo Servative financial ratios help investors to determine whether Bmo Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Bmo with respect to the benefits of owning Bmo Servative security.
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