Marshfield Concentrated Opportunity
FundMRFOXNASDAQ0.00 n/a
+0.00%(+0.00)
About
The Marshfield Concentrated Opportunity fund (MRFOX) primarily invests in common shares of American companies, whether traded on U.S. securities exchanges or through over-the-counter markets. Its strategy centers on identifying businesses that the Adviser's rigorous analysis deems significantly undervalued relative to their intrinsic worth. The fund is flexible in terms of company size, capable of allocating capital across the entire market capitalization spectrum, from large-cap industry leaders to smaller, emerging enterprises. Importantly, this is a non-diversified fund, indicating a concentrated portfolio approach.
Key Facts
Expense Ratio
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Assets Under Management
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NAV
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Holdings
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Inception Date
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Asset Class
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Issuer
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Avg. Volume
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Market Cap
$1.26B
Beta
0.56
52-Week Range
$32.30$35.77$35.77
52W LowCurrent52W High
Performance
1 Week
+2.23%
1 Month
+4.93%
3 Months
+7.51%
YTD
+4.32%
1 Year
+9.89%
3 Years
+42.85%
5 Years
+54.45%
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
Holdings data isn't available for this fund yet.