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Matthew 25 (MXXVX) Fund Ranking and Research

Ranking, Research and Recommendation of Matthew 25 (MXXVX) Fund

    Last Trade: $30.78 on 10/1/2014, Change: -0.85 (-2.69%)

 

Graph of Matthew 25 Fund (MXXVX) ManagerFund Manager - Mark Mulholland

Fund Manager Information

Fund Manager Tenure: 19.0 years
Fund Family: Matthew 25
Fund Category: Large Growth
Fund Performance: Aug 30, 2014
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)
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.  Get more insights on Mark Mulholland

 

Graph of Matthew 25 Fund (MXXVX) ProfileMatthew 25 Fund (MXXVX) Profile

Fund Profile and Description

Matthew 25 Fund seeks long-term capital appreciation; income is a secondary consideration. Matthew 25 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. Matthew 25 Fund may invest up to 25% of total assets in a single security the advisor believes to be exceptionally promising. It is non-diversified.

 

Matthew 25 (MXXVX) Fund Strength What we like about Matthew 25 (MXXVX) Fund

Data for Matthew 25 Fund (MXXVX) as of Aug 30, 2014

  • Matthew 25 Fund (MXXVX) management has been with Matthew 25 Fund for 19.0 years
  • Matthew 25 Fund (MXXVX) has good short-term performance (1-year return 26.63% vs 24.57% Large Growth category median performance)
  • Matthew 25 Fund (MXXVX) has good mid-term performance (3-year return 27.69% vs 18.72% Large Growth category median performance)
  • Matthew 25 Fund (MXXVX) has good Long-term performance (5-year return 26.44% vs 16.15% Large Growth category median performance)
  • Matthew 25 Fund (MXXVX) ratio of up-years vs down years is greater than 2
  • Matthew 25 Fund (MXXVX) has a Morningstar rating of 4 and above
  • Matthew 25 Fund (MXXVX) has an annual stock turnover rate of 7.35% vs Large Growth average of 46.51%. It is good that Matthew 25 management does not trade extensively for its return.
  • Matthew 25 Fund (MXXVX) has a lower expense ratio than its Large Growth average: 1.06% vs 1.20%
  • Matthew 25 Fund (MXXVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Matthew 25 Fund (MXXVX) Weakness What we are cautious about Matthew 25 (MXXVX) Fund

Data for Matthew 25 Fund (MXXVX) as of Aug 30, 2014

  • Matthew 25 Fund (MXXVX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.62 that is higher than category average of 13.63
See Matthew 25 Fund (MXXVX) performance details as of Aug 30, 2014

 

What do you think?

 

Compare Matthew 25 Fund (MXXVX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Matthew 256.7026.6327.6926.44
American Funds AMCAP R6 (RAFGX)11.2327.4321.9017.63Compare
AQR Momentum L (AMOMX)9.1826.9320.7817.52Compare
Gerstein Fisher Multi-Factor Growth Eq (GFMGX)9.3026.4820.830Compare

See top fund managers for Large Growth Category Funds

 

Compare Matthew 25 Fund (MXXVX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Rydex S&P 500 Pure Growth (RPG)13.49%33.46%22.86%
iShares Morningstar Large Growth Index (JKE)11.55%30.37%20.87%
First Trust NASDAQ-100 Equal Weight Idx (QQEW)12.38%29.17%21.48%
PowerShares Fundamental Pure La (PXLG)13.81%29.08%20.67%
Fidelity Nasdaq Composite Index Tracking (ONEQ)10.53%28.83%22.30%

 

Graph of Matthew 25 Fund (MXXVX) Net Asset TrackingMatthew 25 (MXXVX) Fund Net Asset

Track net asset change of Matthew 25 fund (MXXVX)

DateNet Asset
08/2014$932.20M
07/2014$900.14M
06/2014$904.39M
More historic net asset information on Matthew 25 Fund (MXXVX)

  

Graph of Matthew 25 Fund (MXXVX) Portfolio TrackingMatthew 25 (MXXVX) Fund Portfolio Allocation

Track portfolio allocation change of Matthew 25 fund (MXXVX)

DateCashStockBondOther
06/20140.65%96.74%2.31%0.3%
03/20140.23%97.61%2.17%0%
12/20131.41%97.36%1.23%0%
Click here to see more historic asset allocation information on Matthew 25 Fund (MXXVX)

 

graph of Matthew 25 Fund (MXXVX) Top 10 Position TrackingTop 10 Holdings in Matthew 25 (MXXVX) Fund

Discover what Matthew 25 Fund (MXXVX) manager is buying

Jun 29, 2014
Apple Inc. [14.93%]
Brandywine Realty Trust Common [5.45%]
FedEx Corporation Common Stock [5.13%]
Goldman Sachs Group, Inc. (The) [5%]
Scripps Networks Interactive, I [4.82%]
Berkshire Hathaway Inc Class A [4.79%]
KKR & Co. L.P. Common Units Rep [4.78%]
Telefonica SA ADR [4.76%]
JP Morgan Chase & Co. Common St [4.49%]

Mar 30, 2014
Apple Inc. [13.65%]
Brandywine Realty Trust Common [5.62%]
Polaris Industries Inc. Common [5.03%]
JP Morgan Chase & Co. Common St [4.98%]
Goldman Sachs Group, Inc. (The) [4.97%]
Telefonica SA ADR [4.93%]
FedEx Corporation Common Stock [4.91%]
Scripps Networks Interactive, I [4.79%]
KKR & Co. L.P. Common Units Rep [4.78%]

Dec 30, 2013
Apple Inc. [13.02%]
Mastercard Incorporated Common [5.61%]
FedEx Corporation Common Stock [5.42%]
Google Inc. [5.34%]
Brandywine Realty Trust Common [5.28%]
Scripps Networks Interactive, I [5.28%]
Polaris Industries Inc. Common [5.07%]
KKR & Co. L.P. Common Units Rep [5.05%]
Telefonica SA ADR [5.02%]
Click here for Stock Holding Change Map in Matthew 25 Fund (MXXVX)

  

Latest News on Matthew 25 (MXXVX) Fund

See what is happening with Matthew 25 Fund (MXXVX)

 

Matthew 25 Fund (MXXVX) Related ResourcesSee more information on Matthew 25 (MXXVX) Fund

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