BMO Aggressive Allocation Fund- Class R6
BDSQX
NASDAQ- -
USD
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Capital Structure
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 790 N. Water Street Milwaukee WI 53202
- IPO Date
- Jun 2, 2014
- CIK
- 0000889366
- Similar Companies
- Business
- BMO Aggressive Allocation Fund-Class R6 (BDSQX) is a mutual fund of funds that seeks total investment return primarily from capital appreciation and secondarily from income, normally targeting an asset allocation of approximately 100% of its total assets in underlying funds that invest principally in equity securities; it employs a strategic asset allocation strategy managed by BMO Global Asset Management, allocating assets among other BMO mutual funds and exchange-traded funds based on their investment objectives, strategies, and other factors such as top-down macro research focused on portfolio construction. The fund, which is part of the BMO Funds family under BMO Global Asset Management (a division of Bank of Montreal), was incepted on May 30, 2014, through the conversion of a corresponding collective investment trust, and maintains net assets of approximately $185-190 million with a portfolio turnover of 25%; it is headquartered in Chicago, Illinois, with operations serving U.S. investors through share classes designed for retirement plans such as 401(k)s. In recent developments, BMO Global Asset Management announced in June 2025 a definitive agreement to acquire Burgundy Asset Management Ltd., a leading independent wealth manager with $27 billion in assets under management focused on high-net-worth clients, endowments, and family offices, expected to close by year-end 2025 and expand BMO's wealth management capabilities; additionally, BMO has pursued fund-related changes including new launches like the BMO Inflation Opportunities Fund and BMO Strategic Fixed Income Yield Fund, series terminations, and distribution frequency adjustments in 2024-2025, alongside management fee reductions for select funds in early 2025.