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M Capital Appreciation Fund: (MF: MFCPX)

(NASDAQ Mutual Funds) As of Apr 20, 2026 04:33 PM ET

$28.20 USD

+0.22 (0.79%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD 3.71 7
3 months 3.71 7
6 months 11.02 2
1 Year 38.89 1
3 Year 15.65 43
5 Year 7.85 56
10 Year 11.44 52

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 201.00
Bear Market (10/07 - 2/09) -55.14
Bull Market (2/09 - 3/21) 940.83

Load Adjusted Returns as of Mar 31, 2026

1 Year 38.89
5 Year 7.84
10 Year 11.44
Since Inception 9.65

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 3.71 NA NA NA
2025 -11.83 15.78 8.05 7.04
2024 6.87 -3.83 8.12 -1.07
2023 7.52 10.00 -6.85 12.15
2022 -4.55 -18.94 -4.66 11.00
2021 9.87 4.01 -2.58 5.74

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.7118.069.9323.55-18.1217.7217.7328.86-14.1419.0121.03
% Total Return Rel to Index 10.85-0.15-15.08-2.680.07-10.95-0.66-2.62-9.74-2.789.09
% Total Return Rel to Peer 9.735.35-9.450.551.57-4.33-2.180.44-7.27-1.6613.21
% Perf Quintile vs Peer* 1.001.005.003.003.004.003.003.005.004.001.00
% Dividends 0.000.260.530.100.000.000.000.080.090.000.00
% Yield 0.000.870.860.870.000.000.000.280.320.000.00
Capital Gains ($) 0.004.271.741.591.975.560.592.085.733.581.15
Expense Ratio 0.000.990.981.021.051.041.101.101.071.051.08

* 1 = Top 20%, 5 = Bottom 20%