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Ms Insight Fund Class R6: (MF: MCRTX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$49.13 USD
+1.86 (3.94%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -10.30 | 86 |
| 3 months | -10.30 | 86 |
| 6 months | 15.39 | 1 |
| 1 Year | 23.24 | 1 |
| 3 Year | 2.25 | 84 |
| 5 Year | 10.60 | 91 |
| 10 Year | 13.44 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 23.24 |
| 5 Year | 10.60 |
| 10 Year | 13.44 |
| Since Inception | 13.80 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.30 | NA | NA | NA |
| 2024 | 6.83 | -7.24 | 15.13 | 28.65 |
| 2023 | 19.05 | 12.98 | -6.14 | 21.34 |
| 2022 | -26.96 | -41.45 | 3.67 | -12.67 |
| 2021 | -0.43 | 12.91 | -7.48 | -9.86 |
| 2020 | -4.13 | 59.39 | 22.74 | 15.56 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -10.30 | 46.78 | 53.20 | -61.28 | -6.24 | 116.74 | 33.22 | 12.49 | 48.31 | -3.50 | 8.35 |
| % Total Return Rel to Index | -6.03 | 21.76 | 26.96 | -43.08 | -34.92 | 98.33 | 1.73 | 16.89 | 26.51 | -15.44 | 6.96 |
| % Total Return Rel to Peer | -5.27 | 27.39 | 30.20 | -41.58 | -28.30 | 96.82 | 4.80 | 19.36 | 27.63 | -11.32 | 9.95 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.32 | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
| % Yield | 0.00 | 0.64 | 0.94 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 8.96 | 9.82 | 7.32 | 2.97 | 3.07 | 9.18 | 2.73 | 2.81 |
| Expense Ratio | 0.00 | 0.82 | 0.77 | 0.78 | 0.72 | 0.71 | 0.77 | 0.84 | 0.85 | 0.83 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%