MSKLX Mutual Fund

MSKLX Mutual Fund

NAV$12.40
See how much of MSKLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.88%
3 Months
-0.48%
6 Months
+14.78%
YTD
+0.64%
1 Year
-8.09%
3 Years (annualized)
+24.07%
5 Years (annualized)
-5.60%
10 Years (annualized)
+12.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSKLX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.64%
Peer Avg (YTD)
+6.72%
vs Peers
-6.08%

MSKLX Mutual Fund Performance

MSKLX performance across multiple time periods: 1-month -1.88%, YTD 0.64%, 1-year -8.09%, 3-year 24.07%, 5-year -5.60%, 10-year 12.12%.

MSKLX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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