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Matthew 25 (MXXVX)

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Matthew 25

Matthew 25 Fund Inc607 West AvenueJenkintown, PA 19046
Management Information
Mark Mulholland,Lead Manager since July 7, 1996
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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Blend
Fund FamilyMatthew 25
Net Assets391.42M
YTD Return5.51%
Morningstar Rating★★★
Inception DateOct 15, 1995

Fund Operations

Last Dividend0.28
Last Cap Gain0.00
Holdings Turnover10.71%
Average for CategoryN/A

Fees & Expenses

ExpenseMXXVXCategory Average
Annual Report Expense Ratio (net)1.09%0.99%
Prospectus Net Expense Ratio1.09%N/A
Prospectus Gross Expense Ratio1.09%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.20%
Max Deferred Sales LoadN/A1.84%
3 Yr Expense Projection347N/A
5 Yr Expense Projection601N/A
10 Yr Expense Projection1,329N/A