Matthew 25 is trading at 30.91 as of the 19th of March 2025; that is 1.87 percent decrease since the beginning of the trading day. The fund's open price was 31.5. Matthew 25 has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund is eligible to invest in the securities of companies with small, medium or large capitalization. In other words, it is open to research within a large universe of public companies so that it may find stocks with the exceptional traits that the fund desires. More on Matthew 25 Fund
Matthew 25 Fund [MXXVX] is traded in USA and was established 19th of March 2025. Matthew 25 is listed under Matthew 25 category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Matthew 25 family. This fund now has accumulated 273.16 M in assets with minimum initial investment of 10 K. Matthew 25 Fund is currently producing year-to-date (YTD) return of 0.81%, while the total return for the last 3 years was 8.39%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Matthew Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Matthew Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Matthew 25 Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Matthew Mutual Fund
Matthew 25 financial ratios help investors to determine whether Matthew Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Matthew with respect to the benefits of owning Matthew 25 security.