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 320 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | MRFOX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | MRFOX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MRFOX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | MRFOX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | MRFOX vs VIGAX |
Best Risk-Adjusted Alternatives to MRFOX
MRFOX has a PortfoliosLab risk / return rank of 6. There are 390 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | MRFOX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | MRFOX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | MRFOX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | MRFOX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | MRFOX vs POGRX |
Top Performing MRFOX Alternatives (YTD)
MRFOX is at -0.99% YTD. There are 401 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | MRFOX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | MRFOX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | MRFOX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | MRFOX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | MRFOX vs FOKFX |
Lowest Volatility Alternatives to MRFOX
MRFOX has 9.77% 1-year volatility. There are 3 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | MRFOX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | MRFOX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | MRFOX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | MRFOX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 9.98% | — | Jan 1991 | MRFOX vs BLUEX |
Lowest Drawdown Alternatives to MRFOX
MRFOX has a 1-year max drawdown of -7.03%. There are 5 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | MRFOX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MRFOX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MRFOX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | MRFOX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MRFOX vs AQEIX |
Often Compared With MRFOX
Investors most often compare MRFOX with BPTRX, SPY, BIOPX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare MRFOX with Any Fund or Stock
Compare MRFOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore MRFOX Diversifiers