PortfoliosLab logoPortfoliosLab logo

Marshfield Mutual Funds List

Here you can find all mutual funds issued by Marshfield and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
1
Avg. Expense Ratio
1.05%
Avg. 1 Year Return
5.06%
Avg. 5 Year Return
10.99%
Median Risk/Return Score
7 / 100
Marshfield Mutual Funds List

1 result

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Marshfield Concentrated Opportunity FundLarge Cap Growth EquitiesDec 29, 20151.05%
-0.58%
15.46%
1.63%
7

Rows per page

1–1 of 1

Explore top Marshfield Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

Loading charts...

Best Marshfield Mutual funds by Risk/Return Score


SymbolNameRisk / Return RankAUMInception
Marshfield Concentrated Opportunity Fund
7
Dec 2015

Best-Performing Marshfield Mutual funds Over 5 Years


SymbolNameReturn 5YAUMInception
Marshfield Concentrated Opportunity Fund
10.99%
Dec 2015

Lowest-Cost Marshfield Mutual funds


SymbolNameExpense RatioAUMInception
Marshfield Concentrated Opportunity Fund1.05%Dec 2015

Highest-Yield Marshfield Mutual funds


SymbolNameDividend YieldAUMInception
Marshfield Concentrated Opportunity Fund1.63%Dec 2015

Top Mutual funds Issuers


Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.