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Marshfield Concentrated Opportunity (MRFOX)

33.23 -0.01 (-0.03%)
As of 8:05 AM EST. Market Open.

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.

Marshfield Concentrated Opportunity

Cincinnati, OH 45246
225 Pictoria Drive, Suite 450

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 Operations

Last Dividend 0.13
Last Cap Gain 22.00
Holdings Turnover 0.00%
Average for Category --

Fees & Expenses

Expense MRFOX Category Average
Annual Report Expense Ratio (net) 1.01% 0.99%
Prospectus Net Expense Ratio 1.01% --
Prospectus Gross Expense Ratio 1.13% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Chad Goldberg, Principal B.A., Stanford University 2003 Chad Goldberg joined Marshfield in 2006 and became a principal in 2012. He works with the research team analyzing Marshfield’s current and potential future holdings. Prior to joining Marshfield, Chad worked as a research assistant for the National Security Division of the Congressional Budget Office in Washington, DC from 2003-2005. At CBO, he assisted with research on the long-term implications of Department of Defense budgets and private sector mandates. Chad volunteers as a tutor for Horton's Kids in Washington.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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