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Matthew 25 (MXXVX)On Nov 6: 11.05  Up 0.06 (0.55%)  
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Profile  As of 30-Sep-09Get Profile for:
Matthew 25
607 West Avenue Jenkintown PA 19046
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Phone: 888-625-3863
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FUND OVERVIEW 
Category:Mid-Cap Blend
Fund Family:Matthew 25
Net Assets:40.06M
Year-to-Date Return:36.51%
Yield:1.67%
Morningstar Rating:1 stars
Fund Inception Date:16-Oct-95
MORNINGSTAR STYLE BOX 
Mid-Cap Blend
[View Category Definition]
View Top Mid-Cap Blend Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Mark Mulholland
Lead Manager since 16-Oct-95
Mulholland is the president of the Matthew 25 Management Corp (the Adviser to the Fund), and the Portfolio Manager for the Fund. Mulholland has over 24 years of experience in the securities industry. Mulholland started the Matthew 25 Fund and the Matthew 25 Management Corp in 1995. Mulholland is also a stockbroker with Boenning & Scattergood.
INVESTMENT INFORMATION 
Min Initial Investment:$10,000
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:NaN
Min Subsequent Investment:$100
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
MXXVX can be purchased from 14 brokerages.
FUND SUMMARY 
The investment seeks long-term capital appreciation; income is a secondary consideration. The fund invests primarily in common stocks and convertible securities. The advisor blends growth and value investment strategies in the security selection process. It invests in companies of any size. The fund may invest up to 25% of total assets in a single security the advisor believes to be exceptionally promising. It is nondiversified.
FUND OPERATIONS 
Last Dividend (23-Dec-08): 0.18
Last Cap Gain (20-Sep-07): 1.00
Annual Holdings Turnover 73.00%
Average for Category: 81.37%
FEES & EXPENSES 
ExpenseMXXVXCategory
Avg
Total Expense Ratio:1.24% 1.37%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.28%
Max Deferred Sales Load:% 2.37%
3 Yr Expense Projection*: $ 393$630
5 Yr Expense Projection*: $ 681$972
10 Yr Expense Projection*: $ 1,500$1,959
* Per $10,000 invested


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