MEFZX Mutual Fund

MEFZX Mutual Fund

NAV$17.77
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Returns Overview

1 Month
-2.43%
3 Months
-3.89%
6 Months
+6.93%
YTD
+2.61%
1 Year
+4.02%
3 Years (annualized)
+8.95%
5 Years (annualized)
+2.18%
10 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEFZX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.61%
Peer Avg (YTD)
+6.72%
vs Peers
-4.11%

MEFZX Mutual Fund Performance

MEFZX performance across multiple time periods: 1-month -2.43%, YTD 2.61%, 1-year 4.02%, 3-year 8.95%, 5-year 2.18%, 10-year 10.00%.

MEFZX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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