Marshfield Concentrated Opportunity (MRFOX) Research

The Marshfield Concentrated Opportunity fund (MRFOX) primarily invests in common shares of American companies, whether traded on U.S. securities exchanges or through over-the-counter markets. Its strategy centers on identifying businesses that the Adviser's rigorous analysis deems significantly undervalued relative to their intrinsic worth. The fund is flexible in terms of company size, capable of allocating capital across the entire market capitalization spectrum, from large-cap industry leaders to smaller, emerging enterprises. Importantly, this is a non-diversified fund, indicating a concentrated portfolio approach.

Market snapshot

Symbol
MRFOX
Price
$34.77
Day change
+0.06%
Market cap
$1.2B
52-week range
31.9-35.37
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baird Mid Cap Growth Fund - Institutional Class (BMDIX)
  • Baird Mid Cap Growth Fund - Investor Class (BMDSX)
  • Boston Partners All Cap Value Fund Institutional Class (BPAIX)
  • Calvert Emerging Markets Equity Fund Class A (CVMAX)
  • Federated Hermes Kaufmann Large Cap Fund Institutional Shares (KLCIX)
  • Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX)
  • Natixis Funds Trust I U.S. Equity Opportunities Fund (NESYX)
  • Royce Total Return Fund Service Class (RYTFX)

Open Marshfield Concentrated Opportunity (MRFOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.