MXXVX Mutual Fund (Matthew 25 Fund) is managed by Matthew 25 Fund with $335.5M in net assets. MXXVX expense ratio is 1.10%, holding 22 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1995-10-16.

MXXVX performance shows a YTD return of 7.91%. The 1-year return is 21.79% and the 5-year return is 8.86%. MXXVX dividend yield stands at 13.56%, paid annually.

MXXVX top holdings include Nvidia Corp (21.7%), Taiwan Semi. Mfg. Co., Adr (11.0%), Eli Lilly And Company (8.4%), Amazon.Com Inc (6.8%), Mercadolibre Inc Common Stock (4.9%). View all MXXVX holdings, sector breakdown, or dividend history.

MXXVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MXXVX alternatives are available via the screener, along with tax-loss harvesting opportunities.