Nasdaq - Delayed Quote • USD
Meehan Focus (MEFOX)
At close: 8:00 PM EDT
Fund Summary
Under normal circumstances, 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 invests in a focused portfolio of securities of no more than 45 issuers, including U.S. common stocks or securities convertible into common stock. The fund may invest in foreign securities or investment vehicles that provide exposure to foreign securities, such as exchange-traded funds ("ETFs") and issuer-sponsored American Depository Receipts ("ADRs"). It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.58% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 8.18% |
| 5y Average Return | 16.42% |
| Rank in Category (ytd) | 10 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MEFOX | Category Average | MEFOX | Category Average | MEFOX | Category Average | |
| Alpha | 1.8 | -0.02 | 2.51 | -0.01 | -1.31 | -0.02 |
| BETA | 1.04 | 0.01 | 1.07 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 1.22 | 0.01 | 1.6 | 0.01 | 1.08 | 0.01 |
| R-squared | 96.71 | 0.95 | 96.71 | 0.95 | 94.72 | 0.95 |
| Standard Deviation | 18.56 | 0.19 | 20.01 | 0.15 | 16.77 | 0.14 |
| Sharpe Ratio | 0.63 | 0.01 | 0.86 | 0.01 | 0.69 | 0.01 |
| Treynor Ratio | 10.36 | 0.16 | 15.44 | 0.15 | 9.99 | 0.12 |
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