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Nasdaq - Delayed Quote USD
Marshfield Concentrated Opportunity (MRFOX)
32.24
-0.46
(-1.41%)
At close: March 28 at 8:01:40 PM EDT
Investment Information
- Min Initial Investment
- 10,000
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Schwab Institutional
- LPL SAM Eligible - 10.24.2024
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- RBC Wealth Management-Wrap Eligible
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
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.
Fund Overview
| Category | Large Blend |
| Fund Family | Marshfield |
| Net Assets | 1.11B |
| YTD Return | 4.23% |
| Yield | 0.94% |
| Morningstar Rating | |
| Inception Date | Dec 29, 2015 |
Performance & Risk
| YTD Return | 3.28% |
| 5y Average Return | 19.19% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.71 |
| Morningstar Risk Rating |
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