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Matthew 25

MXXVX
27.51
+0.07
+0.26%
8/29/2016
5 Years
  • Previous Close

    27.44

  • Net Assets

    373.33M

  • Yield

    0.18%

  • Front load

    None

  • Expenses

    1.06%

  • Category

    Large Blend

  • Morningstar Risk

    High

  • Morningstar Rating ★★
Profile

Name of Issuer

Matthew 25

Fund Style

Open

Fund Manager

Mark Mulholland

Investment Style

Large Blend

The investment seeks long-term capital appreciation; income is a secondary objective. The fund is eligible to invest in the securities of companies with small, medium or large capitalization. In other words, it is open to research within a large universe of public companies so that it may find stocks with the exceptional traits that the fund desires. Whenever the adviser finds such an investment then the adviser may purchase its stock, convertible securities or bonds with up to 25% of the fund's total assets. The fund is non-diversified.

Purchase Information

Initial Purchase 10,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

10/16/1995

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