BMO Aggressive Allocation Fund- Class Y
BDSYX
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- BMO Aggressive Allocation Fund-Class Y (BDSYX) is a mutual fund within the BMO Target Risk Funds series that seeks total investment return primarily from capital appreciation and secondarily from income. The fund invests substantially all of its assets in other mutual funds and exchange-traded funds, targeting an aggressive asset allocation of 90-100% in equity securities including common and preferred stocks, with up to 10% in money market instruments; it emphasizes funds focused on U.S. and global equities across growth, value, and sector strategies to achieve diversified high-risk exposure. Offered through BMO Funds, Inc., managed under BMO Global Asset Management, Class Y shares feature a minimum investment of USD 1,000 and cater to institutional or high-net-worth investors seeking long-term growth in financial services and asset management segments. Launched on May 30, 2014, through the transfer of assets from a predecessor collective fund, the fund operates with net assets of approximately $190 million and trades under ticker BDSYX with CUSIP identifiers linked to BMO Funds, Inc. (CIK 0000889366). BMO Funds, Inc., part of BMO Financial Group headquartered at 111 East Kilbourn Avenue, Milwaukee, Wisconsin—with broader oversight from BMO Asset Management Corp. in Chicago, Illinois—manages the fund amid the group's operations across North America. The fund targets individual and institutional investors pursuing aggressive equity-heavy portfolios, with geographic focus on U.S., Canadian, and international markets via underlying funds. In recent developments, BMO Investments Inc. has pursued portfolio optimizations including terminations of select series and funds across its lineup, such as closures effective June 2025 for certain asset allocation products, alongside risk rating updates filed in January 2025 for BMOAM-managed funds under standardized Canadian Securities Administrators guidelines. No specific mergers, acquisitions, or terminations directly impact BDSYX as of late 2025, though BMO announced broader mutual fund changes like sub-advisor shifts away from BMO Capital Markets Corp. effective October 2025 and new launches in May 2025 for core plus bond and income strategies. The fund maintains its aggressive allocation strategy without announced strategic shifts, reflecting ongoing stability within BMO's $1.4 trillion asset management ecosystem.