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Marshfield Concentrated Opportunity Fund: (MF: MRFOX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:59 PM ET

$33.44 USD

+0.10 (0.30%)

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    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.10 50
3 months 0.34 59
6 months 1.70 71
1 Year 6.73 85
3 Year 14.64 63
5 Year 13.16 17
10 Year 16.56 8

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 10.02
5 Year 13.42
10 Year 15.81
Since Inception 15.58

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.78 0.03 7.61 -0.55
2024 12.57 -1.25 5.12 0.22
2023 2.53 4.12 -0.15 10.39
2022 -3.60 -5.85 -1.00 16.94
2021 7.17 4.55 -1.45 6.72

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.1010.0217.1217.675.0517.8515.1736.311.9225.9214.77
% Total Return Rel to Index -0.45-8.19-7.90-8.5623.26-10.82-3.224.826.314.132.83
% Total Return Rel to Peer -0.53-2.68-2.27-5.3224.75-4.20-4.747.888.785.256.95
% Perf Quintile vs Peer* 3.004.000.004.001.004.004.001.001.002.001.00
% Dividends 0.000.220.320.130.030.000.000.010.000.010.01
% Yield 0.000.610.920.740.130.000.000.070.010.050.15
Capital Gains ($) 0.000.331.130.000.051.570.560.250.260.270.04
Expense Ratio 0.000.990.990.990.991.011.101.100.000.000.00

* 1 = Top 20%, 5 = Bottom 20%