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Logo for Fund Matthew 25 Fund

Matthew 25 Fund (MXXVX)

NASDAQ Currency in USD
$387.00
-$6.50
-1.65%
Last Update: 18 Jul 2026, 03:25
Assets Under Management
Expense Ratio
1.36%
Forward Dividend Yield
$260.43-$536.96
52 Week Range

MXXVX Price Chart

Explore Matthew 25 Fund interactive price chart. Choose custom timeframes to analyze MXXVX price movements and trends.

MXXVX Fund Profile

Key details and information about Matthew 25 Fund (MXXVX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

16 Oct 1995

Country

US

Description

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.

MXXVX Fund Performance

View MXXVX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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