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Nasdaq - Delayed Quote USD

M3Sixty Small Cap Growth (MCSCX)

9.48
+0.71
+(8.10%)
At close: 8:01:32 PM EDT
Loading Chart for MCSCX
  • Previous Close 8.77
  • YTD Return -10.97%
  • Expense Ratio 0.99%
  • Category Small Blend
  • Last Cap Gain 5.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 10.14M
  • Beta (5Y Monthly) --
  • Yield 0.06%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.01
  • Inception Date Jun 28, 2023

Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small capitalization companies. The adviser defines small capitalization companies as issuers whose market capitalization is within the same market capitalization range as companies listed in the Russell 2000® Growth Index, which is subject to change over time.

M3Sixty

Fund Family

Small Blend

Fund Category

10.14M

Net Assets

2023-06-28

Inception Date

Performance Overview: MCSCX

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Trailing returns as of 4/8/2025. Category is Small Blend.

YTD Return

MCSCX
10.97%
Category
20.19%
 

1-Year Return

MCSCX
4.82%
Category
60.18%
 

3-Year Return

MCSCX
0.00%
Category
11.32%
 

5-Year Return

MCSCX
0.00%
Category
13.88%
 

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Holdings: MCSCX

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Sector Weightings

SectorMCSCX
Technology   23.60%
Healthcare   22.26%
Industrials   16.93%
Energy   4.18%
Real Estate   2.06%
Utilities   1.92%

Recent News: MCSCX

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Research Reports: MCSCX

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