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Matthew 25 Fund: (MF: MXXVX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 05:01 PM ET

$38.73 USD

+0.52 (1.36%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Zacks Premium Research for MXXVX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Fund Description

The fund blends growth and value investing, valuing investments on four criteria: a desirable business, capable management, clean financials, and a market price that the adviser deems to be at or below its fair value presently or in the future. Based on fundamental analysis, holdings are classified as Value, Value/Growth, or Growth, guided by a "buy low and let it grow" approach. It may invest in small-, medium-, or large-cap companies and may buy stock, convertible securities, or bonds, allocating up to 25% of total assets to a single company. It is non-diversified.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Matthew 25 MXXVX NA NA 0.00 0.00 1.00 1.10

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Matthew 25 Fund MXXVX 38.73 10/16/1995 0.24 38.12 25.16 9.14

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Matthew 25 MXXVX 10000 100 0 A

Contact Information

Family Matthew 25
Address 605 Cloverly Ave
Jenkintown, PA 19046
Phone 888 625-3863