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Matthew 25 (MXXVX)

29.70 Up 0.09(0.30%) Apr 17
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Prev Close:29.61
YTD Return*:-1.45%
Net Assets*:815.99M
Yield*:0.28%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
AAPL13.02-2.91
CAB7.370.32
MA5.61-10.32
FDX5.42-6.61
GOOG5.341.27

Fund Basics

Morningstar Overall Rating:
Total Assets:815.99M
Category:Large Growth
Annual Report Expense Ratio (net):1.06%

Performance & Risk

YTD Return:-1.45%
5y Avg Return:34.50%
Rank in Category (ytd):90
% Rank in Category (ytd):5.08%
Beta (3y):1.27
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term capital appreciation; income is a secondary consideration. The fund is eligible to invest in the securities of companies with small, medium or large capitalization. In other words, the fund 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. View More
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