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 314 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
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	MRFOX vs ACIHX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	MRFOX vs FSPGX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.94B	Dec 2017	MRFOX vs SWLGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	393.80B	May 1998	MRFOX vs VIGIX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	0.05%	—	Oct 2002	MRFOX vs TILIX

Best Risk-Adjusted Alternatives to MRFOX

MRFOX has a PortfoliosLab risk / return rank of 34. There are 104 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPMCX	Vanguard PRIMECAP Fund Investor Shares	90	92.00B	Nov 1984	MRFOX vs VPMCX
ONERX	One Rock Fund	89	—	Mar 2020	MRFOX vs ONERX
CHAIX	Chase Growth Fund Institutional Class	89	—	Jan 2007	MRFOX vs CHAIX
CHASX	Chase Growth Fund	89	—	Dec 1997	MRFOX vs CHASX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	86	31.20B	Nov 2001	MRFOX vs VHCAX

Top Performing MRFOX Alternatives (YTD)

MRFOX is at 5.16% YTD. There are 237 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	61.33%	—	Mar 2020	MRFOX vs ONERX
IOLZX	ICON Equity Fund	27.06%	—	Oct 2002	MRFOX vs IOLZX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	25.28%	—	Feb 2017	MRFOX vs FUMIX
CHASX	Chase Growth Fund	25.25%	—	Dec 1997	MRFOX vs CHASX
CHAIX	Chase Growth Fund Institutional Class	25.21%	—	Jan 2007	MRFOX vs CHAIX

Lowest Volatility Alternatives to MRFOX

MRFOX has 10.05% 1-year volatility. There are 2 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.84%	—	Sep 2019	MRFOX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.75%	—	Jan 2005	MRFOX vs MEIFX
AWYIX	CIBC Atlas Equity Income Fund	10.17%	—	Apr 2010	MRFOX vs AWYIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.65%	—	Sep 2018	MRFOX vs GQEPX
BLUEX	AMG Veritas Global Real Return Fund	10.78%	—	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
TLGAX	Timothy Plan Large/Mid Cap Growth Fund	-8.08%	—	Oct 2000	MRFOX vs TLGAX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BPTRX	Baron Partners Fund	Large Cap Growth Equities	59	5.91%	—	Apr 2003	MRFOX vs BPTRX
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.84%	783.21B	Jan 1993	MRFOX vs SPY
BIOPX	Baron Opportunity Fund	Large Cap Growth Equities	27	11.04%	—	Feb 2000	MRFOX vs BIOPX
BFGFX	Baron Focused Growth Fund	Mid Cap Growth Equities	31	5.68%	—	Jun 2008	MRFOX vs BFGFX
BRK-B	Berkshire Hathaway Inc.		50	-2.30%	—	—	MRFOX vs BRK-B
VOO	Vanguard S&P 500 ETF	S&P 500	67	10.87%	1.70T	Sep 2010	MRFOX vs VOO
SCHV	Schwab U.S. Large-Cap Value ETF	Large Cap Value Equities	85	16.57%	15.78B	Dec 2009	MRFOX vs SCHV
GLFOX	Lazard Global Listed Infrastructure Portfolio Open...	Global Equities	40	8.05%	—	Dec 2009	MRFOX vs GLFOX
COWZ	Pacer US Cash Cows 100 ETF	Mid Cap Value Equities, Dividend	53	6.60%	18.15B	Dec 2016	MRFOX vs COWZ
SCHX	Schwab U.S. Large-Cap ETF	Large Cap Blend Equities	63	10.71%	72.77B	Nov 2009	MRFOX vs SCHX
DYMIX	Dynamic Alpha Macro Fund Institutional	Macro Trading	21	3.15%	—	Jul 2023	MRFOX vs DYMIX
PRUFX	T. Rowe Price Growth Stock I	Large Cap Growth Equities	12	1.96%	—	Apr 1950	MRFOX vs PRUFX
FRAAX	Franklin Growth Opportunities Fund	Large Cap Growth Equities	13	8.02%	—	Jun 1999	MRFOX vs FRAAX
QCGRIX	CREF Growth Account Class R3	Large Cap Growth Equities	16	5.21%	—	Apr 2015	MRFOX vs QCGRIX
QMNNX	AQR Equity Market Neutral Fund Class N	Equity Market Neutral	8	-7.87%	—	Oct 2014	MRFOX vs QMNNX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	83	16.50%	—	Jan 1990	MRFOX vs ADX
FNCMX	Fidelity NASDAQ Composite Index Fund	Large Cap Growth Equities	43	11.67%	—	Sep 2003	MRFOX vs FNCMX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	85	23.64%	—	Dec 1984	MRFOX vs FOCPX
FOCKX	Fidelity OTC Portfolio Class K	Large Cap Growth Equities	86	23.73%	—	May 2008	MRFOX vs FOCKX
AKREX	Akre Focus Fund Retail Class	Large Cap Growth Equities	—	—	—	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.

Explore MRFOX Diversifiers

Marshfield Concentrated Opportunity Fund (MRFOX) Alternatives