Nasdaq - Delayed Quote USD
Marshfield Concentrated Opportunity (MRFOX)
33.75
+0.30
+(0.90%)
At close: 8:01:40 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.64% |
| 5y Average Return | 17.43% |
| Number of Years Up | 9 |
| Number of Years Down | -- |
| Best 1Y Total Return (May 15, 2025) | 36.26% |
| Worst 1Y Total Return (May 15, 2025) | -- |
| Best 3Y Total Return | 36.26% |
| Worst 3Y Total Return | 12.55% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MRFOX
Category
- YTD
- 2.50%
- 5.31%
- 1-Month
- -0.28%
- -4.19%
- 3-Month
- -0.37%
- 3.90%
- 1-Year
- 10.97%
- 20.31%
- 3-Year
- 16.99%
- 6.48%
- 5-Year
- 16.90%
- 11.78%
- 10-Year
- 0.00%
- 10.96%
- Last Bull Market
- 12.57%
- 25.56%
- Last Bear Market
- -5.86%
- -15.11%
Annual Total Return (%) History
Year
MRFOX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.78% | -- | -- | -- |
| 2024 | 12.57% | -1.26% | 5.13% | 0.23% |
| 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 | 3 |
| 1-Month | 24 |
| 3-Month | 2 |
| 1-Year | 42 |
| 3-Year | 1 |
| 5-Year | 5 |
Load Adjusted Returns
| 1-Year | 10.97% |
| 3-Year | 16.99% |
| 5-Year | 16.90% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 4.64% |
| 5y Average Return | 17.43% |
| Rank in Category (ytd) | 3 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.71 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Marshfield |
| Net Assets | 1.15B |
| YTD Return | 2.50% |
| Yield | 0.95% |
| 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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