Morningstar Funds Trust is registered with the Securities and Exchange Commission as an open-end management investment company under the Investment Company Act of 1940, as amended. A fund's environmental, social and governance (“ESG”) investment strategy limits the types and number of investment opportunities available to the fund and, as a result, the fund The “Growth of $10,000 invested” chart shows the final value of a hypothetical $10,000 investment in securities in this class/series of the fund as at the end of the investment period indicated and is not intended to reflect future values or returns on investment in such securities. Every effort has been made to ensure that the material contained herein is accurate at the time of publication. 2020-10-31, Management team Log in, How to Survive a Stock Market Crash or Bear Market, 4 Economic Bubbles Building in the U.S. Economy, 7 Top Stocks to Buy and Hold for the Next Decade and Beyond, Financial Freedom: How to Never Worry About Money Again, The Shiller PE (CAPE) Ratio: Current Market Valuations, Contrarian Investing: Smart Moves for 2021 and Beyond, 4 Economic Bubbles Growing In the United States, Safe High Dividend Stocks: 20+ Strong Picks For 2021, 5 Rock-Solid Blue Chip Dividend Stocks That I’m Bullish On Now, How to Build Wealth Fast- This Chart Shows What it Takes, How to Increase Your Credit Score to 800 and Above, The 5 Most Impactful Tactics to Save Money I’ve Ever Found, 12 In-Depth Tactics to Seriously Boost your Energy, How to Invest Money Intelligently: The Starter’s Guide, How to Invest in Stocks and the Stock Market, Federal Thrift Savings Plan (TSP): The Ultimate Guide for 2019, Covered Calls: A Step-by-Step Guide with Examples, Selling Put Options: How to Get Paid for Being Patient, Equal Weighted Index Funds: The Pros and Cons and Which to Pick, Discounted Cash Flow Analysis: Complete Tutorial With Examples, Arguably the simplest approach for retirement accounts is to invest in one of the, One of the most popular ways to invest with strategic asset allocation, especially for taxable accounts, is, Personally, my favorite platform for investing is. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Asset allocation and diversification are investment strategies designed to manage risk, but do not guarantee a profit nor protect against a loss. CI Global Asset Management® and the CI Global Asset Management design are registered trademarks of CI Global Asset Management Inc. “Trusted Partner in WealthTM" is a trademark of CI Global Asset Management Inc. ©CI Global Asset Management Inc. 2020. CI Global Investments Inc. is a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. Certain funds associated with Cambridge Global Asset Management are sub-advised by CI Global Investments Inc. Morningstar 4- and 5-Star Rated Top Performing Funds. Read our. The investment objective of the Horizon Active Asset Allocation Fund is capital appreciation. Download a comprehensive report detailing quantitative analytics of this fund. As at Open, Guaranteed Retirement Cash Flow Solutions. Popular documents. This information on this document is provided as a general source of information and should not be considered personal, legal, accounting, tax or investment advice, or an offer or a solicitation to buy or sell securities. Detailed price information for BMO Asset Allocation Fund (CADFUNDS: BMO145.CF) from The Globe and Mail including charting and trades The risk level of a fund has been determined in accordance with a standardized risk classification methodology in National Instrument 81-102, that is based on the fund’s historical volatility as measured by the 10-year standard deviation of the fund’s returns. All rights reserved. ISC 2322 Diversification and asset allocation may not protect against market risk or loss of principal. For most investors, a smart approach to asset allocation is a lot more important than individual stock selection. Most 401(k) plans offer target-date retirement funds, which accomplish two important tasks. CI Preferred Pricing fee reductions apply to management and administration fees and start at $100,000.