Matthew 25
607 West Avenue Jenkintown PA 19046
Map
Phone: 888-625-3863
| Category: | Mid-Cap Blend | | Fund Family: | Matthew 25 | | Net Assets: | 40.06M | | Year-to-Date Return: | 36.51% | | Yield: | 1.67% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Oct-95 |
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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. |
| 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 |
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| 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. |
| 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% |
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| Expense | MXXVX | Category
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 |
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0.17% Nasdaq 0.00%
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