MGTIX Mutual Fund

MGTIX Mutual Fund

NAV$43.90
See how much of MGTIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.41%
3 Months
+1.95%
6 Months
+0.07%
YTD
-0.69%
1 Year
+3.16%
3 Years (annualized)
+10.18%
5 Years (annualized)
+6.65%
10 Years (annualized)
+13.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGTIX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.69%
Peer Avg (YTD)
+6.23%
vs Peers
-6.92%

MGTIX Mutual Fund Performance

MGTIX performance across multiple time periods: 1-month 2.41%, YTD -0.69%, 1-year 3.16%, 3-year 10.18%, 5-year 6.65%, 10-year 13.51%.

MGTIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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