MUTUAL FUND SNAPSHOT The Easy Way To Find Great Mutual Funds!

EXPENSES

Cost Per $10,000:
3-Year: $242
5-Year: $425
10-Year: $967
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: -8.8%    
6th
3-Year: 3.94%    
65th
5-Year: 4.73%    
58th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.1%    
18th
3-Year: -3.67%    
7th
5-Year: -2.95%    
6th
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MANAGEMENT

Fund Manager:
Name: Montgomery
Since: 01/01/2004

PORTFOLIO

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Data on this page as of 06/30/2022.

Underlying data by Value Line