Skip to Content
Morningstar

Matthew 25

Matthew 25 Parent Rating

Average
Morningstar Manager Research

Matthew 25's track record as a steward is mixed, leading to an Average Parent Pillar rating.

A strength of Matthew 25 is its experienced longest-tenured portfolio managers, who have accrued an average 28 years of tenure. This experience should give investors confidence in the group's ability to navigate a variety of conditions. With an average three-year Morningstar Rating of 1.0 stars, the risk-adjusted performance of Matthew 25's open-end and exchange-traded funds falls short of competitors.

Matthew 25 Investments

Mutual Funds

See All Matthew 25 Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

295.88 Mil

Investment Flows (TTM)

−35.73 Mil

Asset Growth Rate (TTM)

−13.83%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
0
1
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Matthew 2596
View All 5-Star Standouts

Morningstar Mentions

The undervalued stocks of these recently downgraded companies look attractive for investors who don’t mind uncertainty.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Sponsor Center