Bmo In-retirement is trading at 9.39 as of the 14th of September 2025; that is 0.21 percent increase since the beginning of the trading day. The fund's open price was 9.37. Bmo In-retirement has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 16th of June 2025 and ending today, the 14th of September 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in fixed income securities and other debt instruments. Fixed income securities and other debt instruments include corporate bonds, including high yield bonds, commercial paper, debt securities issued or guaranteed by the U.S. More on Bmo In Retirement Fund
Bmo In Retirement Fund [BTRIX] is traded in USA and was established 14th of September 2025. Bmo In-retirement is listed under Perpetual Funds category by Fama And French industry classification. The fund is listed under Intermediate Core Bond category and is part of Perpetual Funds family. The entity is thematically classified as Moderate Funds. This fund currently has accumulated 175.45 M in assets under management (AUM) with minimum initial investment of 2 M. Bmo In Retirement is currently producing year-to-date (YTD) return of 4.26% with the current yeild of 0.06%, while the total return for the last 3 years was 2.4%.
Check Bmo In-retirement Probability Of Bankruptcy
Bmo In-retirement 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 In-retirement security.
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance