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Matthew 25 Fd: (MF: MXXVX)
(MF) As of Sep 12, 2014 06:05 PM ET
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Zacks MF Rank : 3 - Hold
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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General Information as of Aug 31, 2014
%Unrealized Gain YTD
Net Assets (Mil $) 8/31/2014
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 8/31/2014
% of Portfolio
Top Equity Holdings
(As of 6/30/2014) % of Portfolio
CABELA S INC
BRANDYWINE REALTY TRUST
GOLDMAN SACHS GROUP INC
SCRIPPS NETWORKS INTER CL 4.82
BERKSHIRE HATHAWAY INC CL 4.78
TELEFONICA SA SPON ADR
JPMORGAN CHASE & CO
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Matthew 25 Fd MXXVX
Zacks News for MXXVX
2012-06-05 01:00 AM
%Max Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
Incepted in October 1995, the fund is managed by The Matthew 25 Management Corporation. The fund seeks long-term capital appreciation through investments in common stocks and/or securities convertible into common stocks. Income, through dividends or interest, will be a secondary objective. The fund blends growth and value investing in its securities selection process. The fund may invest in the securities of companies with small, medium or large capitalization. The fund distributes dividends quarterly and capital gains annually.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
performance for information about the performance numbers displayed above.
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