Matthew 25 Fund (MXXVX) Research
The fund has the flexibility to allocate capital across the entire market capitalization spectrum, from small to medium to large companies. This broad mandate enables the advisor to meticulously research a vast universe of publicly traded entities, pinpointing those with truly exceptional characteristics. When such an investment is discovered, the fund's advisor is empowered to purchase its common stock, convertible instruments, or debt, dedicating as much as 25% of the fund's aggregate assets to that single holding. Notably, this fund operates on a non-diversified basis.
Market snapshot
- Symbol
- MXXVX
- Price
- $39.21
- Day change
- +1.74%
- Market cap
- $350.2M
- 52-week range
- 31.91-41.03
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Ares Dynamic Credit Allocation Fund, Inc. (ARDC)
- Berkshire Focus Fund (BFOCX)
- Fidelity Connecticut Municipal Incom Fund (FICNX)
- VanEck Emerging Markets Fund (GBFAX)
- Haverford Quality Growth Stock Fund (HAVGX)
- ClearBridge Mid Cap Growth Fund (LBGIX)
- Victory Integrity Mid-Cap Value Fund (MYIMX)
- JPMorgan SMID Cap Equity Fund (ODMCX)
Open Matthew 25 Fund (MXXVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.