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Marshfield Concentrated Opportunity (MRFOX)

EXPENSES

Cost Per $10,000:
3-Year: $326
5-Year: $572
10-Year: $1.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 2%
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 22.52%    
88th
3-Year: 13.06%    
98th
5-Year: 15.2%    
98th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -12.56%    
10th
3-Year: 10.34%    
100th
5-Year: 2.67%    
87th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 12/01/2022

PORTFOLIO

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Data on this page as of 06/30/2024.

Underlying data by Value Line