MRFOX Alternatives & Similar Mutual Funds

Marshfield Concentrated Opportunity Fund (MRFOX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MRFOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to MRFOX

MRFOX charges 1.05% annually. There are 316 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.03%	378.80B	May 1998	MRFOX vs VIGIX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.75B	Dec 2017	MRFOX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	MRFOX vs FSPGX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	0.05%	—	Oct 2002	MRFOX vs TILIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	378.80B	Nov 2000	MRFOX vs VIGAX

Best Risk-Adjusted Alternatives to MRFOX

MRFOX has a PortfoliosLab risk / return rank of 31. There are 85 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
DNVYX	Davis New York Venture Fund Class Y	91	—	Feb 1969	MRFOX vs DNVYX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	90	96.10B	Nov 1984	MRFOX vs VPMCX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	84	32.70B	Nov 2001	MRFOX vs VHCAX
FDSSX	Fidelity Stock Selector All Cap Fund	80	—	Sep 1990	MRFOX vs FDSSX
FZAPX	Fidelity Advisor Stock Selector All Cap Fund Class...	80	—	Aug 2013	MRFOX vs FZAPX

Top Performing MRFOX Alternatives (YTD)

MRFOX is at 4.52% YTD. There are 228 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	29.13%	—	Mar 2020	MRFOX vs ONERX
IOLZX	ICON Equity Fund	28.55%	—	Oct 2002	MRFOX vs IOLZX
CHAIX	Chase Growth Fund Institutional Class	22.03%	—	Jan 2007	MRFOX vs CHAIX
CHASX	Chase Growth Fund	22.03%	—	Dec 1997	MRFOX vs CHASX
GTLLX	Glenmede Quantitative U.S. Large Cap Growth Equity...	21.57%	—	Feb 2004	MRFOX vs GTLLX

Lowest Volatility Alternatives to MRFOX

MRFOX has 10.40% 1-year volatility. There are 3 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.77%	—	Sep 2019	MRFOX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.95%	—	Jan 2005	MRFOX vs MEIFX
AWYIX	CIBC Atlas Equity Income Fund	10.24%	—	Apr 2010	MRFOX vs AWYIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.60%	—	Sep 2018	MRFOX vs GQEPX
BLUEX	AMG Veritas Global Real Return Fund	10.88%	—	Jan 1991	MRFOX vs BLUEX

Lowest Drawdown Alternatives to MRFOX

MRFOX has a 1-year max drawdown of -7.03%. There are 3 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	MRFOX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	MRFOX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	MRFOX vs AQEIX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	MRFOX vs DNVYX
AWYIX	CIBC Atlas Equity Income Fund	-8.35%	—	Apr 2010	MRFOX vs AWYIX

Often Compared With MRFOX

Investors most often compare MRFOX with BPTRX, SPY, BIOPX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BPTRX	Baron Partners Fund	Large Cap Growth Equities	28	-5.35%	—	Apr 2003	MRFOX vs BPTRX
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	MRFOX vs SPY
BIOPX	Baron Opportunity Fund	Large Cap Growth Equities	14	4.61%	—	Feb 2000	MRFOX vs BIOPX
BFGFX	Baron Focused Growth Fund	Mid Cap Growth Equities	16	-1.93%	—	Jun 2008	MRFOX vs BFGFX
BRK-B	Berkshire Hathaway Inc.		61	2.09%	—	—	MRFOX vs BRK-B
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	MRFOX vs VOO
SCHV	Schwab U.S. Large-Cap Value ETF	Large Cap Value Equities	91	16.84%	15.73B	Dec 2009	MRFOX vs SCHV
GLFOX	Lazard Global Listed Infrastructure Portfolio Open...	Infrastructure Equities, Global Equities	33	7.09%	—	Dec 2009	MRFOX vs GLFOX
COWZ	Pacer US Cash Cows 100 ETF	Mid Cap Value Equities, Dividend	87	12.39%	17.98B	Dec 2016	MRFOX vs COWZ
SCHX	Schwab U.S. Large-Cap ETF	Large Cap Blend Equities	76	11.65%	71.82B	Nov 2009	MRFOX vs SCHX
DYMIX	Dynamic Alpha Macro Fund Institutional	Multistrategy	45	2.64%	—	Jul 2023	MRFOX vs DYMIX
PRUFX	T. Rowe Price Growth Stock I	Large Cap Growth Equities	8	-0.54%	—	Apr 1950	MRFOX vs PRUFX
QCGRIX	CREF Growth Account Class R3	Large Cap Growth Equities	12	3.61%	—	Apr 2015	MRFOX vs QCGRIX
FRAAX	Franklin Growth Opportunities Fund	Large Cap Growth Equities	9	5.17%	—	Jun 1999	MRFOX vs FRAAX
FNCMX	Fidelity NASDAQ Composite Index Fund	Large Cap Growth Equities	33	9.51%	—	Sep 2003	MRFOX vs FNCMX
QMNNX	AQR Equity Market Neutral Fund Class N	Equity Market Neutral	15	-5.98%	—	Oct 2014	MRFOX vs QMNNX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	88	18.11%	—	Jan 1990	MRFOX vs ADX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	72	19.65%	—	Dec 1984	MRFOX vs FOCPX
FOCKX	Fidelity OTC Portfolio Class K	Large Cap Growth Equities	72	19.73%	—	May 2008	MRFOX vs FOCKX
AKREX	Akre Focus Fund Retail Class	Large Cap Growth Equities, Actively Managed	—	—	—	Aug 2009	MRFOX vs AKREX

Compare MRFOX with Any Fund or Stock

Compare MRFOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair MRFOX with funds that move differently

Marshfield Concentrated Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MRFOX.

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Marshfield Concentrated Opportunity Fund (MRFOX) Alternatives