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Bmo Growth Allocation Fund Class R6 (BABQX)
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21/01 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 33.18M
BMO Growth Allocation R6
3.43
-0.03
-0.87%
- Overview
- Profile
- Historical Data
- Holdings
BABQX Overview
On this page you'll find an in-depth profile of Bmo Growth Allocation Fund Class R6. Learn about the key management, total assets, investment strategy and contact information of BABQX among other information.
Investment Strategy
The investment seeks to provide total investment return from income and appreciation. The adviser normally targets an allocation of approximately 20% of its total assets in funds that invest principally in fixed income securities and 80% of its total assets in funds that invest principally in equity securities. Under normal market conditions, the adviser allocates its assets among the underlying funds based on asset allocation target ranges of 10-30% of its total assets in funds that invest principally in fixed income securities and 70-90% of its total assets in funds that invest principally in equity securities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jon D. Adams | Portfolio Manager | 2015 | 2022 |
| Biography | Jon joined BMO Global Asset Management in 2015; his responsibilities include conducting top-down macro research with a focus on portfolio construction and working with clients to develop holistic investment solutions. In addition, Jon serves as co-manager of the BMO Target Risk Funds, BMO Target Date Retirement Funds and Managed Asset Allocation Portfolios (MAAPs). Additionally, Jon is a frequent media contributor, having appeared in publications such as the Wall Street Journal, Financial Times, Bloomberg and CNBC. Jon began his investment industry career in 2003 at UBS Asset Management, where he was a portfolio manager from 2003 to 2015. At UBS Asset Management, Jon was a voting member of the asset allocation committee and deputy head of currency. In addition to currency portfolios, he managed global tactical asset allocation and multi-asset strategies. Jon holds an M.B.A. in analytic finance and economics from the University of Chicago Booth School of Business and a B.S. in finance from Valparaiso University. In addition, he is a CFA® charterholder. | ||
| Michael Dowdall | Portfolio Manager | 2017 | 2021 |
| Biography | Michael Dowdall, CFA, Chief Investment Officer and Principal of the Investment Manager. In addition to his responsibilities as member of the Investment Policy Committee, Mr. Dowdall is responsible for risk management and liquidity management for the Fund and for monitoring the performance of the Underlying Funds. Prior to joining the Investment Manager in 2020, Mr. Dowdall was a Director and Portfolio Manager at BMO Global Asset Management, where he managed the US multi-asset and multi-alternative portfolios. Mr. Dowdall was a member of the firm’s Global Asset Allocation Committee where he led credit research and tactical positioning for the firm’s global multi-asset portfolios. Prior to BMO, Mr. Dowdallwas an investment analyst at Lighthouse Partners. Mr. Dowdall is a member of the CFA Society of Chicago. He received an MBA from the University of Chicago Booth School of Business and a Bachelor of Business Administration from Notre Dame. | ||
| Lowell Yura | Co-Portfolio Manager | 2014 | 2017 |
| Biography | Mr. Yura, Head of Multi-Asset Solutions at BMO Asset Management, joined BMO Asset Management in 2014 and is a CFA Charterholder. Prior to 2014, Mr. Yura was Head Strategist, Americas and U.K. and a Managing Director at UBS Global Asset Management and held various positions there since 2003. | ||
| Alan W, Schwartz | Director | 2014 | 2016 |
| Biography | Mr. Schwartzl joined BMO Asset Management Corp. in 1981 and currently serves as Director of Asset Allocation Strategies. He is also co-manager of the BMO Target Retirement Funds. He holds a BS in Finance and Economics from the University of Wisconsin – La Crosse. In addition, Al holds the Chartered Financial Analyst® (CFA) designation, is a member of the CFA Institute and is also an active member of the CFA Society of Milwaukee. | ||
| Sandy Lincoln | - | 2014 | 2015 |
| Biography | Sandy joined the firm in 2008 and currently serves as the Chief Market Strategist for BMO Asset Management U.S. In that capacity, he is also a member of the Investment Strategy Committee which provides direction regarding asset allocation for clients spanning institutional to retail investors with assets that total over $130 billion*. Sandy is also one of three portfolio managers on BMO Asset Management’s Managed Asset Allocation Portfolios with $4 billion* in assets. Sandy brings more than 35 years of investment management and consulting experience, including: President of W.M. Mercer's Global Asset Consulting subsidiary; Chief Investment Officer of Kemper Corporation, where he oversaw their $50 billion portfolio of mutual funds; and Chief Operating Officer at Lincoln Capital Management ($60 billion in managed assets). Sandy holds a BA from Valparaiso University, as well as an MBA in Finance from Loyola University. Additionally, he has made regular appearances on CNBC, CNN, WGN and Bloomberg, and has been quoted in such publications as Wall Street Journal, Investor’s Business Daily and Chicago Tribune. | ||
| Brent Schutte | CIO (Chief Investment Officer) | 2015 | 2015 |
| Biography | Mr. Schutte, Chief Investment Officer for Northwestern Mutual Wealth Management Company. He was the Senior Portfolio Manager of the BMO Asset Management Corp., joined BMO in 2012. He is a CFA Charterholder. | ||
| John D. Boritzke | Lead Portfolio Manager | 2014 | 2015 |
| Biography | John is Head of Fixed Income for BMO Asset Management U.S., where he provides guidance and leadership to the fixed income team. He is Co-Manager of the BMO Intermediate Tax-Free Strategy which includes responsibility for the BMO Intermediate Tax-Free Fund and separate accounts. He joined M&I Investment Management Corp., now a part of BMO Asset Management U.S. in 1983. | ||
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