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    Matthew 25 (MXXVX)

    26.61 Down 0.16(0.60%) Apr 29

    Profile as of Mar 30, 2016Get Profile for:
    Matthew 25
    Matthew 25 Fund Inc607 West AvenueJenkintown, PA 19046
    Map
    Phone: 888-625-3863
    Fund Overview 
    Category:Large Blend
    Fund Family:Matthew 25
    Net Assets:416.24M
    Year-to-Date Return:2.21%
    Yield:0.19%
    Morningstar Rating:2 stars
    Fund Inception Date:Oct 16, 1995
    Morningstar Style Box 
    Large Blend
    [View Category Definition]
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    About the Morningstar Style Box
    Management Information 
    Mark Mulholland
    Lead Manager since Oct 16, 1995
    Mr. Mulholland is the president of the Matthew 25 Management Corp. Mr. Mulholland has been in the securities industry since 1985. Mr. Mulholland started the Matthew 25 Fund and the Matthew 25 Management Corp in 1995. Mr. Mulholland is also a stockbroker with Boenning & Scattergood.
    Investment Information 
    Min Initial Investment:10,000
    Min Initial Investment, IRA:10,000
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:N/A
    MXXVX can be purchased from 68 brokerages.

    Fund Summary 
    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.

    Fund Operations 
    Last Dividend (Dec 27, 2015) : 0.05
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Apr 27, 2016) : 17.52%
    Average for Category:53.78%
    Fees & Expenses 
    ExpenseMXXVXCategory Avg
    Annual Report Expense Ratio (net):1.06%1.01%
    Prospectus Net Expense Ratio:1.06%N/A
    Prospectus Gross Expense Ratio:1.06%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.30%
    Max Deferred Sales Load: N/A2.03%
    3 Yr Expense Projection*:337458
    5 Yr Expense Projection*:585725
    10 Yr Expense Projection*:1,2941,479
    * Per $10,000 invested