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: -2.36%    
44th
3-Year: 9.78%    
76th
5-Year: 3.95%    
50th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.38%    
26th
3-Year: -2.65%    
17th
5-Year: -3.74%    
4th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 10/31/2023.

Underlying data by Value Line