Morningstar

Marshfield Concentrated Opportunity Fund MRFOX

Medalist Rating as of Sep 30, 2026 See Marshfield Investment Hub

Strategy

The investment seeks the dual goals of capital preservation and the long-term growth of principal, while targeting a pattern of performance at variance with that of the market. The fund seeks to achieve its investment objective by investing principally in a portfolio of common stocks of companies traded on United States ("U.S.") securities exchanges or over-the-counter markets that exhibit low valuations based on the Adviser's analysis of the companies' intrinsic value. The fund may invest in companies of any capitalization size, including large-cap, mid-cap and small-cap companies. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MRFOX	Marshfield Concentrated Opportunity Fund	No Load	Open			Dec 29, 2015	$1.32B	1.020%	Above Average	$10,000	−$112.46M

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