Marshfield Concentrated Opportunity FundMRFOX
Type
Mutual fund
Peer group
Alternative
Net assets
$1.3B
Expense ratio
1.02%
1-year return
+6.7%
3 years, a year
+14.6%
5 years, a year
+13.2%
Holdings
19
What it aims to do.
The Marshfield Concentrated Opportunity Fund (the ?Fund?) seeks the dual goals of capital preservation and the long-term growth of principal, while targeting a pattern of performance at variance with that of the market.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Goldman Sachs Trust | 13.88% |
| AZO Autozone, Inc. | 9.96% |
| Vanguard Admiral Funds Inc. | 9.59% |
| UNH UnitedHealth Group Inc. | 7.41% |
| PGR The Progressive Corporation | 6.97% |
| ROST Ross Stores Inc | 5.85% |
| ORLY O'Reilly Automotive Inc. | 4.92% |
| MA MasterCard Incorporated | 4.92% |
| V Visa Inc | 4.66% |
| ACGL Arch Capital Group Ltd. | 4.40% |
More on MRFOX.
- MRFOX overview
- MRFOX holdings
- MRFOX risk
- MRFOX costs
- MRFOX money in and out
- MRFOX share classes
- Compare MRFOX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.