MSMFX Mutual Fund

MSMFX Mutual Fund

NAV$14.46
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Returns Overview

1 Month
-4.92%
3 Months
-1.11%
6 Months
-1.18%
YTD
-4.48%
1 Year
-12.92%
3 Years (annualized)
+27.10%
5 Years (annualized)
-5.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSMFX 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)
-4.48%
Peer Avg (YTD)
+8.01%
vs Peers
-12.49%

MSMFX Mutual Fund Performance

MSMFX performance across multiple time periods: 1-month -4.92%, YTD -4.48%, 1-year -12.92%, 3-year 27.10%, 5-year -5.82%.

MSMFX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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