BMO Balanced Allocation Fund - Y
BMO Balanced Allocation Fund - Y
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Overview
What the company does, where it operates, and who runs it.
About BMO Balanced Allocation Fund - Y
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 790 N. Water Street, Milwaukee, WI, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 790 N. Water Street, Milwaukee, WI, US
The BMO Balanced Allocation Fund - Y aims to deliver a comprehensive investment return, generated through both capital appreciation and income. It typically achieves this by investing in a diversified portfolio of other funds, generally allocating approximately 60% of its total holdings to those focused on equity securities and around 40% to those concentrated in fixed income investments. However, under normal market conditions, the fund maintains the flexibility to adjust these allocations within specific ranges: 50% to 70% in equity-focused funds and 30% to 50% in fixed income-focused funds.
Media
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Stock Data
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Fair Value
What FRC thinks the stock is worth vs. the current price.
FRC's fair value estimate for BMO Balanced Allocation Fund - Y, and the rating behind it. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for BMO Balanced Allocation Fund - Y. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for BMO Balanced Allocation Fund - Y. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for BMO Balanced Allocation Fund - Y. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for BMO Balanced Allocation Fund - Y. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
BMO Balanced Allocation Fund - Y valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold BMO Balanced Allocation Fund - Y, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by BMO Balanced Allocation Fund - Y executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming BMO Balanced Allocation Fund - Y. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming BMO Balanced Allocation Fund - Y. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for BMO Balanced Allocation Fund - Y. Press releases and market coverage, newest first.