Marshfield Centrated Opportunity Fund Manager Performance Evaluation
| MRFOX Fund | USD 34.75 0.35 1.00% |
The fund secures a Beta (Market Risk) of 0.52, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Marshfield Concentrated's returns are expected to increase less than the market. However, during the bear market, the loss of holding Marshfield Concentrated is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Marshfield Centrated Opportunity are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Marshfield Concentrated is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Surrey Streets Mr Fox cocktail pub freehold is put up for sale - Inside Croydon | 10/16/2025 |
2 | People feel forgotten Calls made for flood-hit communities to get help - South Wales Argus | 12/19/2025 |
Marshfield |
Marshfield Concentrated Relative Risk vs. Return Landscape
If you would invest 3,317 in Marshfield Centrated Opportunity on October 16, 2025 and sell it today you would earn a total of 158.00 from holding Marshfield Centrated Opportunity or generate 4.76% return on investment over 90 days. Marshfield Centrated Opportunity is currently producing 0.0784% returns and takes up 0.6491% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Marshfield, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Marshfield Concentrated Current Valuation
Fairly Valued
Today
Please note that Marshfield Concentrated's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Marshfield Concentrated secures a last-minute Real Value of $34.5 per share. The latest price of the fund is $34.75. We determine the value of Marshfield Concentrated from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Marshfield Concentrated is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Marshfield Mutual Fund. However, Marshfield Concentrated's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 34.75 | Real 34.5 | Hype 34.75 |
The intrinsic value of Marshfield Concentrated's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Marshfield Concentrated's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Marshfield Centrated Opportunity helps investors to forecast how Marshfield mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Marshfield Concentrated more accurately as focusing exclusively on Marshfield Concentrated's fundamentals will not take into account other important factors: Marshfield Concentrated Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Marshfield Concentrated's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Marshfield Centrated Opportunity, and traders can use it to determine the average amount a Marshfield Concentrated's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1207
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Based on monthly moving average Marshfield Concentrated is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Marshfield Concentrated by adding it to a well-diversified portfolio.
Marshfield Concentrated Fundamentals Growth
Marshfield Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Marshfield Concentrated, and Marshfield Concentrated fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Marshfield Mutual Fund performance.
| Total Asset | 302.09 M | ||||
About Marshfield Concentrated Performance
Evaluating Marshfield Concentrated's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Marshfield Concentrated has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Marshfield Concentrated has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by investing principally in a portfolio of common stocks of companies traded on United States securities exchanges or over-the-counter markets that exhibit low valuations based on the Advisers 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.Things to note about Marshfield Concentrated performance evaluation
Checking the ongoing alerts about Marshfield Concentrated for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Marshfield Concentrated help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: People feel forgotten Calls made for flood-hit communities to get help - South Wales Argus | |
| The fund maintains about 27.22% of its assets in cash |
- Analyzing Marshfield Concentrated's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Marshfield Concentrated's stock is overvalued or undervalued compared to its peers.
- Examining Marshfield Concentrated's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Marshfield Concentrated's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Marshfield Concentrated's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Marshfield Concentrated's mutual fund. These opinions can provide insight into Marshfield Concentrated's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Marshfield Mutual Fund
Marshfield Concentrated financial ratios help investors to determine whether Marshfield Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Marshfield with respect to the benefits of owning Marshfield Concentrated security.
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| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
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