Nasdaq - Delayed Quote USD

Marshfield Concentrated Opportunity (MRFOX)

34.17 0.00 (0.00%)
As of 8:05:54 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 21.00%
5y Average Return 15.37%
Number of Years Up 8
Number of Years Down --
Best 1Y Total Return (Dec 12, 2024) 36.26%
Worst 1Y Total Return (Dec 12, 2024) --
Best 3Y Total Return 36.26%
Worst 3Y Total Return 12.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRFOX
Category
YTD
21.78%
5.31%
1-Month
6.83%
-4.19%
3-Month
5.23%
3.90%
1-Year
25.82%
20.31%
3-Year
16.91%
6.48%
5-Year
15.81%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
24.42%
25.56%
Last Bear Market
-5.86%
-15.11%

Annual Total Return (%) History

Year
MRFOX
Category
2024
--
--
2023
17.68%
22.32%
2022
5.06%
-16.96%
2021
17.82%
26.07%
2020
15.19%
15.83%
2019
36.26%
28.78%
2018
1.92%
-6.27%
2017
25.93%
20.44%

2016
14.78%
10.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
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 79
1-Month 16
3-Month 81
1-Year 84
3-Year 1
5-Year 19

Load Adjusted Returns

1-Year 25.82%
3-Year 16.91%
5-Year 15.81%
10-Year --

Performance & Risk

YTD Return 21.00%
5y Average Return 15.37%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.71
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Marshfield
Net Assets 1.05B
YTD Return 21.78%
Yield 0.38%
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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