Shareholders also can get e-mail notification when the fund managers post new commentary about the fund on the website. All this information sounds great. But the bottom line is whether the fund will deliver on its promise of super-charged returns. Only time will tell. See how this fund performs in both up and down markets before you invest.
Mutual funds are professionally managed long-term investments.
You can invest in different types of funds to cut the risk of losing money when the U.S. stock market performs poorly. On the plus side, it's nice to know what your fund manager is doing. Too many funds, aiming to boost performance, stray from their investment objectives. If the fund is wrong, you can lose a lot of money. Montgomery's new funds helps you make sure the fund is meeting the objective for which you bought it.