Bmo Servative Allocation Fund Quote
BDVIX Fund | USD 9.99 0.01 0.10% |
PerformanceOK
| Odds Of DistressLow
|
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
Bmo Mutual Fund Highlights
Fund Concentration | BMO Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, BMO Funds (View all Sectors) |
Update Date | 30th 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
VLGSX | Vanguard Long Term Government | Mutual Fund | Long Government | |
DODFX | Dodge International Stock | Mutual Fund | Foreign Large Value | |
VOO | Vanguard SP 500 | Etf | Large Blend | |
VINIX | Vanguard Institutional Index | Mutual Fund | Large Blend | |
VGLT | Vanguard Long Term Treasury | Etf | Long Government | |
VBTIX | Vanguard Total Bond | Mutual Fund | Intermediate Core Bond | |
TGEIX | Tcw Emerging Markets | Mutual Fund | Emerging Markets Bond | |
MWTSX | Metropolitan West Total | Mutual Fund | Intermediate Core-Plus Bond |
Bmo Servative Allocation Risk Profiles
Mean Deviation | 0.2605 | |||
Semi Deviation | 0.1993 | |||
Standard Deviation | 0.3216 | |||
Variance | 0.1034 |
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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