MRFOX Mutual Fund

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 20 positions across sectors including Consumer Discretionary, Financials, Health Care. Inception date: 2015-12-29.

MRFOX performance shows a YTD return of 4.73%. The 1-year return is 11.15% and the 5-year return is 11.43%. MRFOX dividend yield stands at 1.55%, paid annually.

MRFOX top holdings include Goldman Sachs Financial Square Funds - Treasury Instruments Fund (17.2%), Vanguard Treasury Money Market Fund Investor Class (10.2%), Unitedhealth Group Incorporated (9.8%), Autozone Inc Snr S* Ice (8.0%), Progressive Corporation (6.8%). Go to all MRFOX holdings, MRFOX sectors, or MRFOX dividends.

MRFOX can be compared against other funds. Use MRFOX overlap to find shared positions, or MRFOX vs another fund for a side-by-side view. MRFOX alternatives are available via the screener, along with tax-loss harvesting opportunities.