Morningstar

M3Sixty Small Cap Growth Fund MCSCX

Morningstar Medalist Rating
Medalist Rating as of | See M3Sixty Investment Hub
  • NAV / 1-Day Return 13.95  /  −0.21 %
  • Total Assets 11.7M
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.05%
  • Turnover 22%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MCSCX

Will MCSCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MCSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MCSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MCSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

M3Sixty Small Cap Growth holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MCSCX

More MCSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Huntington

2.75 262,787
Cash and Equivalents

Ensign Group Inc

2.70 258,122
Healthcare

Sterling Infrastructure Inc

2.56 244,769
Industrials

RBC Bearings Inc

2.25 214,532
Industrials

Onto Innovation Inc

2.12 202,609
Technology

A10 Networks Inc

1.95 186,509
Technology

Diodes Inc

1.91 182,527
Technology

Pacira BioSciences Inc

1.89 180,619
Healthcare

Modine Manufacturing Co

1.67 159,282
Consumer Cyclical

Glacier Bancorp Inc

1.66 158,578
Financial Services

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