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(MF) As of Mar 23, 2017 06:06 PM ET
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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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Latest Performance as of Feb 28, 2017
Total Return %*
Percentile Rank Objective
* Annual for three years and beyond.
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%Unrealized Gain YTD
% SEC Yield
Net Assets (Mil $) 2/28/2017
Sector / Country Weightings
As of 2/28/2017
% of Portfolio
Top Equity Holdings
(As of 9/30/2016) % of Portfolio
GOLDMAN SACHS GROUP INC
SCRIPPS NETWORKS INTER CL 8.55
POLARIS INDUSTRIES INC
BOARDWALK PIPELINE PARTNE 7.33
BRANDYWINE REALTY TRUST
KKR & CO LP
JPMORGAN CHASE & CO
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
% of Portfolio
High Yield Bond
Chart for Matthew 25 Fund MXXVX
Zacks News for MXXVX
No Record found.
Other News for MXXVX
04/06/15-12:00AM EST Seeking Alpha
06/05/12-12:00AM EST Minyanville
%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 1988 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1988-2015 and were examined and attested by Baker Tilly Virchow Krause, LLP, an independent accounting firm. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zack Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations.
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