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Meridian Equity Income Legacy (MEIFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.37+0.07 (+0.49%)
At close: 8:00PM EDT
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Overall Portfolio Composition (%)

Cash1.78%
Stocks90.74%
Bonds5.93%
Others1.56%
Preferred0.00%
Convertable0.00%

Sector Weightings (%)

Sector
MEIFX
Basic Materials
5.63%
Consumer Cyclical
17.18%
Financial Services
11.76%
Realestate
0.00%
Consumer Defensive
5.34%
Healthcare
17.32%
Utilities
1.37%
Communication Services
2.03%
Energy
6.09%
Industrials
5.81%
Technology
27.46%

Equity Holdings

AverageMEIFXCategory Average
Price/Earnings25.8424.39
Price/Book4.564.74
Price/Sales3.222.99
Price/Cashflow14.6315.5
Median Market Cap65,974.01116,343.68
3 Year Earnings Growth23.6720.5

Bond Holdings

AverageMEIFXCategory Average
MaturityN/AN/A
DurationN/AN/A
Credit QualityN/AN/A

Bond Ratings

SectorMEIFX
US Goverment0.00%
AAA0.00%
AA0.00%
A0.00%
BBB0.00%
BB0.00%
B0.00%
Below B0.00%
Others0.00%

Top 10 Holdings (48.78% of Total Assets)

Get Quotes for Top Holdings
CompanySymbol% Assets
California Res 144A 8%N/A6.54%
NVIDIA CorpNVDA5.70%
Apple IncAAPL5.68%
Microsoft CorpMSFT5.03%
Royal Gold IncRGLD4.63%
Alnylam Pharmaceuticals IncALNY4.47%
Facebook Inc AFB4.47%
Starbucks CorpSBUX4.25%
Amazon.com IncAMZN4.11%
Las Vegas Sands CorpLVS3.90%