Dow Up 0.26% Nasdaq Down 1.07%

Meehan Focus (MEFOX)

22.95 Down 0.03(0.13%) Sep 15
Prev Close:22.98
YTD Return*:8.13%
Net Assets*:58.51M
Yield*:0.85%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for MEFOX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JCI4.72-4.19
LOW4.477.37
BRK.B4.1516.36
MSFT4.0222.77
NOV3.9119.05

Fund Basics

Morningstar Overall Rating:
Total Assets:58.51M
Category:Large Blend
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:8.13%
5y Avg Return:14.95%
Rank in Category (ytd):60
% Rank in Category (ytd):3.68%
Beta (3y):0.92
Morningstar Risk Rating:2

Fund Summary

The investment seeks long-term growth of capital. The fund invests in the common stocks of companies that exhibit the potential for significant growth over at least a three year period. It normally will invest at least 75% of its total assets in a focused portfolio of no more than 25 issuers, including U.S. common stocks or securities convertible into common stock. The fund may invest up to 25% of its total assets in foreign securities or investment vehicles that provide exposure to foreign securities, such as exchange traded funds ("ETFs") and issuer-sponsored American Depository Receipts. It is non-diversified. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback