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MXXVX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Matthew 25 (MXXVX) Ownership - Who owns Matthew 25?

The investment seeks long-term capital appreciation; income is a secondary objective... Show more

Category: #Large Blend

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

MXXVX

Net Assets

300M

Fund Existence

over 29 years

Turnover

30.26

Total Expense Ratio

1.10

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

1.10

Assets in Top Ten Holdings

186M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

300M

Fund Type

OpenEnd

Index Fund

Management Fee

1.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

21.00

Number of Net Holdings

21.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

71.08%

Gain YTD

-0.984

Annual Yield % from dividends

0.00

Returns for 1 year

12.20

Returns for 3 years

15.99

Returns for 5 years

20.01

Returns for 10 years

12.59

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Category LargeBlend

Profile

Fundamentals

Details