Matthew 25 Fund

Frequently Asked Questions About MXXVX

What are the top holdings of MXXVX?

A machine-readable holdings disclosure for Matthew 25 Fund (MXXVX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does MXXVX invest in?

Matthew 25 Fund (MXXVX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is MXXVX most exposed to?

MXXVX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is MXXVX a US-only fund?

The country allocation card on this page shows MXXVX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does MXXVX invest in?

The fund has the flexibility to allocate capital across the entire market capitalization spectrum, from small to medium to large companies. This broad mandate enables the advisor to meticulously research a vast universe of publicly traded entities, pinpointing those with truly exceptional characteristics. When such an investment is discovered, the fund's advisor is empowered to purchase its common stock, convertible instruments, or debt, dedicating as much as 25% of the fund's aggregate assets to that single holding. Notably, this fund operates on a non-diversified basis.