MRSCX (BMO:Sm-Cap Growth;Y)
Net Asset Value: 17.32 1-Day Return: -0.07 (-0.40%) YTD Return as of 5/24/12:Up 0.76%

Classification: Small-Cap Growth   Objective: Small-Cap   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 5/24/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 0.76 -6.59 21.50 3.89 8.26
Classification 5.05 -5.31 19.69 0.97 5.45
Index (S&P 500) 5.90 2.60 16.60 -0.50 4.10
% Rank in Class (1-best,100=worst)936534143

Fund Stats

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Investment Objective:Small-Cap
Net Assets ($Mil)377.50
Inception Date:11/1/95
Manager Name, TenureGundlach/Salmon, 2007 / 2004
Expense Ratio: 1.44%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 3/31/12)

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Company NameSymbol% Net Assets
Ebix Inc Ord EBIX 4.25
Forest Oil Corp Ord FST 4.17
American Capital Ltd Ord ACAS 4.17
Safeguard Scientifics Inc Ord SFE 3.57
Unit Corp Ord UNT 3.49
Aurico Gold Inc Ord AUQ 2.93
Sabra Health Care Reit Inc SBRA 2.84
Bmo Prime Money Market Fund;i NA 2.59
Petroleum Development Corp Ord PETD 2.11
Acacia Research Corp Ord ACTG 2.01
% of Total Holdings 32.13

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