MRFOX Mutual Fund
MRFOX Mutual Fund
Marshfield Concentrated Opportunity Fund
MRFOX Mutual Fund Overview
MRFOX Mutual Fund (Marshfield Concentrated Opportunity Fund) is managed by Marshfield Funds with $1.28B in net assets. MRFOX expense ratio is 1.02%, holding 19 positions across sectors including Consumer Discretionary, Unknown, Financials. Inception date: 2015-12-29.
MRFOX performance shows a YTD return of 3.21%. The 1-year return is 10.24% and the 5-year return is 11.52%. MRFOX dividend yield stands at 1.57%, paid annually.
MRFOX top holdings include Goldman Sachs Financial Square Funds - Treasury Instruments Fund (13.9%), Autozone Inc Snr S* Ice (10.0%), Vanguard Treasury Money Market Fund Investor Class (9.6%), United Health Group (7.4%), The Progressive Corp. (7.0%). View all MRFOX holdings, sector breakdown, or dividend history.
MRFOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MRFOX alternatives are available via the screener, along with tax-loss harvesting opportunities.