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Fund |
| Fund name: Montgomery Small Cap P
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| Symbol: MNSPX
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Portfolio contains these types of investments:
N/A
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| Minimum Investment: $1,000
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| 1-Year Profit Projection: N/A
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Brief fund description:
Montgomery Small Cap Fund - Class P seeks capital appreciation. The fund normally invests at least 65% of assets in the common stocks of domestic companies with market capitalizations of less than $1 billion. It may invest the balance of assets in equities of larger companies. The advisor focuses on identifying companies with internal dynamics that have the potential to weather unpredictable macroeconomic factors. It limits investments in unseasoned companies (i.e., companies with an operating history of fewer than three years) to 5% of assets. Class R shares are no-loads; P shares have 12b-1 fees.
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Expenses
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| Annual expense ratio: 1.57
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| Tax Efficiency: N/A
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Load Type:
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| Load Percentage: N/A
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Performance
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| Performance 3 Months: N/A
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| Performance Year to Date: N/A
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| Performance 12 Months: 48.5
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| Performance 3 Years: 24.7
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| Performance 5 Years: N/A
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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