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    More On MEIFX


    Meridian Equity Income Legacy (MEIFX)

    12.73 Up 0.12(0.95%) May 1

    Holdings as of Dec 30, 2014Get Holdings for:
    Overall Portfolio Composition (%) 
    Cash:0.91
    Stocks:94.19
    Bonds:4.90
    Other:0.00
    Top 10 Holdings (32.13% of Total Assets) 
    CompanySymbol% AssetsYTD Return %
    Halcon Res 9.75%N/A4.9212.99
    Apple Inc.AAPL4.15-11.67
    Microsoft CorporationMSFT4.003.55
    Google Inc.GOOGL3.34-9.44
    Union Pacific Corporation CommoUNP3.08-6.17
    Dominion Resources, Inc. CommonD2.709.77
    Costco Wholesale CorporationCOST2.673.67
    Gilead Sciences, Inc.GILD2.495.94
    Dow Chemical Company (The) CommDOW2.42-1.46
    RESTAURANT BRANDS INTERNATIONALQSR.TO2.36N/A
    Get Quotes for Top 10 Holdings
    Equity Holdings 
    AveragesMEIFXCategory Avg
    Price/Earnings18.9216.36
    Price/Book2.862.03
    Price/Sales2.601.52
    Price/Cashflow9.279.42
    Median Market Cap76.95K84.69K
    3 Year Earnings Growth12.99%8.88%
    Sector Weightings (%)  
    Sector MEIFXCategory Avg
    Basic Materials
     
    4.862.98
    Consumer Cyclical
     
    16.358.89
    Financial Services
     
    7.0220.50
    Realestate
     
    0.012.15
    Consumer Defensive
     
    10.729.16
    Healthcare
     
    16.1714.01
    Utilities
     
    2.964.70
    Communication Services
     
    0.014.92
    Energy
     
    6.6510.63
    Industrials
     
    13.5310.58
    Technology
     
    21.7311.49
    Bond Ratings (%)  
    SectorMEIFXCategory Avg
    US GOVERNMENTN/AN/A
    AAAN/A20.89
    AAN/A2.00
    AN/A17.21
    BBBN/A14.25
    BBN/A11.46
    BN/A13.31
    BELOW BN/A1.92
    OTHERN/A18.96
    Bond Holdings 
    AveragesMEIFXCategory Avg
    MaturityN/A9.77
    DurationN/A5.38
    Credit QualityN/ABelowB