MFEIX Mutual Fund

MFEIX Mutual Fund

NAV$191.76
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Returns Overview

1 Month
-5.99%
3 Months
-2.09%
6 Months
-1.51%
YTD
-0.13%
1 Year
-3.12%
3 Years (annualized)
+18.79%
5 Years (annualized)
+6.85%
10 Years (annualized)
+15.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFEIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.13%
Peer Avg (YTD)
+5.23%
vs Peers
-5.36%

MFEIX Mutual Fund Performance

MFEIX performance across multiple time periods: 1-month -5.99%, YTD -0.13%, 1-year -3.12%, 3-year 18.79%, 5-year 6.85%, 10-year 15.31%.

MFEIX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

MFEIX vs another fund shows side-by-side returns. MFEIX alternatives are available in the Mutual Fund Screener.