MXXVX Mutual Fund

MXXVX Mutual Fund (Matthew 25 Fund) is managed by Matthew 25 Fund with $351.9M 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 12.84%. The 1-year return is 20.21% and the 5-year return is 10.54%. MXXVX dividend yield stands at 13.09%, paid annually.

MXXVX top holdings include Nvidia Corp (21.9%), Taiwan Semiconductor - Adr (13.6%), Eli Lilly & Co. (8.5%), Amazon.Com Inc (6.7%), Apple, Inc (4.5%). Go to all MXXVX holdings, MXXVX sectors, or MXXVX dividends.

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