MRFOX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Marshfield Concentrated Opportunity (MRFOX) Ownership - Who owns Marshfield Concentrated Opportunity?

The investment seeks the dual goals of capital preservation and the long-term growth of principal, while targeting a pattern of performance at variance with that of the market... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

MRFOX

Net Assets

1.13B

Fund Existence

over 9 years

Turnover

25.00

Total Expense Ratio

1.02

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

10000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.12

Assets in Top Ten Holdings

381M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.13B

Fund Type

OpenEnd

Index Fund

Management Fee

0.95

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

18.00

Number of Net Holdings

18.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.03

Weighting Top Ten Holdings

74.07%

Gain YTD

3.316

Annual Yield % from dividends

0.95

Returns for 1 year

4.76

Returns for 3 years

49.72

Returns for 5 years

120.60

Returns for 10 years

N/A

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General Information

Category LargeBlend

Profile

Fundamentals

Details