MSEGX Mutual Fund

MSEGX Mutual Fund

NAV$61.35
See how much of MSEGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.83%
3 Months
-2.17%
6 Months
-2.20%
YTD
-9.65%
1 Year
-8.13%
3 Years (annualized)
+19.34%
5 Years (annualized)
-2.99%
10 Years (annualized)
+14.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSEGX 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 Index(^RUI)
This Mutual Fund (YTD)
-9.65%
Peer Avg (YTD)
+11.56%
vs Peers
-21.20%

MSEGX Mutual Fund Performance

MSEGX performance across multiple time periods: 1-month -7.83%, YTD -9.65%, 1-year -8.13%, 3-year 19.34%, 5-year -2.99%, 10-year 14.18%.

MSEGX returns trail the peer average of 11.56% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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