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Marshfield Concentrated Opportunity (MRFOX)
37.58
+0.53
(+1.43%)
At close: 8:07:04 AM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.79% |
|---|---|
| 5y Average Return | 12.11% |
| Number of Years Up | 10 |
| Number of Years Down | -- |
| Best 1Y Total Return (Oct 29, 2026) | 36.26% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 36.26% |
| Worst 3Y Total Return | 12.55% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MRFOX
Category
- YTD
- 0.58%
- 5.31%
- 1-Month
- -3.87%
- -4.19%
- 3-Month
- -2.35%
- 3.90%
- 1-Year
- 0.03%
- 20.31%
- 3-Year
- 12.69%
- 6.48%
- 5-Year
- 11.33%
- 11.78%
- 10-Year
- 15.16%
- 10.96%
- Last Bull Market
- 8.55%
- 25.56%
- Last Bear Market
- -5.86%
- -15.11%
Annual Total Return (%) History
Year
MRFOX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-2.97% | 6.16% | -2.35% | -- |
|
2025
|
2.78% | 0.03% | 7.62% | -0.55% |
|
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% |
Rank in Category (By Total Return)
| YTD | 97 |
| 1-Month | 92 |
|---|---|
| 3-Month | 90 |
| 1-Year | 97 |
| 3-Year | 94 |
| 5-Year | 65 |
Load Adjusted Returns
| 1-Year | 0.03% |
| 3-Year | 12.69% |
|---|---|
| 5-Year | 11.33% |
| 10-Year | 15.16% |
Performance & Risk
| YTD Return | 7.79% |
| 5y Average Return | 12.11% |
| Rank in Category (ytd) | 97 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.52 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Marshfield |
| Net Assets | 1.24B |
| YTD Return | 0.58% |
| Yield | 0.64% |
| 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.
