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    More On MEIFX


    Meridian Equity Income Legacy (MEIFX)

    11.60 Up 0.07(0.61%) Jun 30

    Holdings as of Mar 30, 2016Get Holdings for:
    Overall Portfolio Composition (%) 
    Cash:13.21
    Stocks:83.57
    Bonds:3.22
    Other:0.00
    Top 10 Holdings (36.63% of Total Assets) 
    CompanySymbol% AssetsYTD Return %
    Microsoft CorporationMSFT5.13N/A
    Apple Inc.AAPL4.31N/A
    Equifax, Inc. Common StockEFX4.00N/A
    Facebook, Inc.FB3.90N/A
    NVIDIA CorporationNVDA3.83N/A
    Royal Gold, Inc.RGLD3.71N/A
    California Res 144A 8%N/A3.36N/A
    Alphabet Inc.GOOGL2.98N/A
    Gilead Sciences, Inc.GILD2.78N/A
    Starbucks CorporationSBUX2.63N/A
    Get Quotes for Top 10 Holdings
    Equity Holdings 
    AveragesMEIFXCategory Avg
    Price/Earnings21.2923.15
    Price/Book3.524.19
    Price/Sales2.822.89
    Price/Cashflow11.0213.60
    Median Market Cap51.94K88.57K
    3 Year Earnings Growth18.14%20.31%
    Sector Weightings (%)  
    Sector MEIFXCategory Avg
    Basic Materials
     
    7.262.47
    Consumer Cyclical
     
    17.3518.06
    Financial Services
     
    7.3010.17
    Realestate0.000.95
    Consumer Defensive
     
    7.398.06
    Healthcare
     
    11.2417.68
    Utilities
     
    1.290.38
    Communication Services0.003.29
    Energy
     
    3.442.38
    Industrials
     
    9.7710.28
    Technology
     
    34.9626.28
    Bond Ratings (%)  
    SectorMEIFXCategory Avg
    US GOVERNMENTN/AN/A
    AAAN/A65.97
    AAN/A0.00
    AN/A0.00
    BBBN/A0.00
    BBN/A0.00
    BN/A0.00
    BELOW BN/A0.00
    OTHERN/A34.03
    Bond Holdings 
    AveragesMEIFXCategory Avg
    MaturityN/AN/A
    DurationN/AN/A
    Credit QualityN/ABelowB