MOSFX Mutual Fund

MOSFX Mutual Fund

NAV$8.87
See how much of MOSFX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.01%
3 Months
+7.18%
6 Months
+5.51%
YTD
+6.53%
1 Year
+16.03%
3 Years (annualized)
+10.54%
5 Years (annualized)
+6.67%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOSFX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.53%
Peer Avg (YTD)
+9.42%
vs Peers
-2.89%

MOSFX Mutual Fund Performance

MOSFX performance across multiple time periods: 1-month 5.01%, YTD 6.53%, 1-year 16.03%, 3-year 10.54%, 5-year 6.67%, 10-year 8.63%.

MOSFX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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