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

EXPENSES

Cost Per $10,000:
3-Year: $281
5-Year: $492
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 16.22%    
74th
3-Year: 6.07%    
78th
5-Year: 7.29%    
59th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.75%    
59th
3-Year: -1.47%    
21th
5-Year: -2.43%    
12th
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MANAGEMENT

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

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line