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Nasdaq - Delayed Quote USD

M3Sixty Small Cap Growth (MCSCX)

9.22
+0.09
+(0.99%)
At close: 8:01:32 PM EDT

Investment Information

Min Initial Investment
10,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

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.

Fund Overview

Category Small Blend
Fund Family M3Sixty
Net Assets 10.14M
YTD Return -10.97%
Yield 0.06%
Morningstar Rating --
Inception Date Jun 28, 2023

Performance & Risk

YTD Return -17.23%
5y Average Return 0.00%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

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