RCMFX : Schwartz Value Focused Fund

RCMFX is a US Stocks Market Mid-Cap Blend with HIGH fees.

RCMFX

Schwartz Value Focused Fund

FI Score

18 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

18% FI Score
  • rcmfx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Schwartz Value Focused Fund

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, including the amount of any borrowings for investment purposes, in equity securities (which include common stocks, preferred stocks and securities convertible into common stocks). It may invest in the securities of companies of any size, regardless of market capitalization. The fund may also invest in exchange-traded funds ("ETFs") if the Adviser believes it is advisable to expose the fund to the broad market or to broad market sectors or to hedge against market risk without purchasing a large number of individual securities. The fund is non-diversified.

Largest Holdings

Amount Holding
20.19% Texas Pacific Land Trust
10.52% Barrick Gold Corp
6.65% Rosetta Stone Inc
4.61% Berkshire Hathaway Inc Class A
4.05% Pan American Silver Corp
3.45% The Kroger Co
3.41% Pioneer Natural Resources Co
3.19% Graham Holdings Co
3.05% Amerco Inc
2.94% Noble Energy Inc
2.67% TJX Companies Inc
2.31% A.O. Smith Corp
2.25% Mastercard Inc A
2.00% Avid Bioservices Inc
1.99% Moody's Corporation
1.87% Valvoline Inc
1.83% AMETEK Inc
1.63% Devon Energy Corp
1.46% CME Group Inc Class A
1.36% Brown-Forman Corp Class B
1.27% Frontdoor Inc
1.18% Markel Corp
1.11% Garmin Ltd
0.98% Alcon Inc
0.93% Madison Square Garden Sports Corp A

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