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

EXPENSES

Cost Per $10,000:
3-Year: $262
5-Year: $458
10-Year: $1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 23.96%    
36th
3-Year: 8.35%    
83th
5-Year: 9.19%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -2.46%    
27th
3-Year: -1.81%    
19th
5-Year: -2.39%    
11th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line