Nasdaq - Delayed Quote USD
Marshfield Concentrated Opportunity (MRFOX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 17.71% |
| 5y Average Return | 15.46% |
| Number of Years Up | 8 |
| Number of Years Down | -- |
| Best 1Y Total Return (Nov 6, 2024) | 36.26% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 36.26% |
| Worst 3Y Total Return | 12.55% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MRFOX
Category
- YTD
- 13.99%
- 12.38%
- 1-Month
- -2.45%
- 5.09%
- 3-Month
- 1.45%
- 10.28%
- 1-Year
- 25.99%
- 41.70%
- 3-Year
- 13.27%
- 22.56%
- 5-Year
- 14.80%
- 21.98%
- 10-Year
- 0.00%
- 15.99%
- Last Bull Market
- 24.42%
- 25.99%
- Last Bear Market
- -5.86%
- -17.29%
Annual Total Return (%) History
Year
MRFOX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 12.57% | -1.26% | 5.13% | -- |
| 2023 | 2.53% | 4.13% | -0.16% | 10.40% |
| 2022 | -3.60% | -5.86% | -1.00% | 16.94% |
| 2021 | 7.18% | 4.55% | -1.45% | 6.69% |
| 2020 | -15.67% | 17.05% | 7.72% | 8.34% |
| 2019 | 17.88% | 6.30% | 2.07% | 6.54% |
| 2018 | 0.72% | 1.65% | 8.02% | -7.84% |
| 2017 | 7.11% | 2.66% | 6.22% | 7.81% |
| 2016 | 0.61% | -0.81% | 6.61% | 7.88% |
Rank in Category (By Total Return)
| YTD | 89 |
| 1-Month | 94 |
| 3-Month | 91 |
| 1-Year | 98 |
| 3-Year | 1 |
| 5-Year | 64 |
Load Adjusted Returns
| 1-Year | 25.99% |
| 3-Year | 13.27% |
| 5-Year | 14.80% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 17.71% |
| 5y Average Return | 15.46% |
| Rank in Category (ytd) | 89 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.71 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Marshfield |
| Net Assets | 970.57M |
| YTD Return | 13.99% |
| Yield | 0.41% |
| Morningstar Rating | |
| Inception Date | Dec 29, 2015 |
Fund Summary
The fund seeks to achieve its investment objective by investing principally in a portfolio of common stocks of companies traded on United States ("U.S.") securities exchanges or over-the-counter markets that exhibit low valuations based on the Adviser's analysis of the companies' intrinsic value. The fund may invest in companies of any capitalization size, including large-cap, mid-cap and small-cap companies. The fund is non-diversified.
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