Meehan Focus holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Meehan Focus Fund MEFOX
- NAV / 1-Day Return 80.18 / +0.56 %
- Total Assets 212.2M
-
Adj. Expense Ratio
1.010%
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 5,000
- Status Open
- TTM Yield 0.14%
- Turnover 2%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 12:51 AM GMT+0
Morningstar’s Analysis MEFOX
Will MEFOX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MEFOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MEFOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 64.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Broadcom Inc | 9.76 | 19M | Technology |
Apple Inc | 7.65 | 15M | Technology |
United Rentals Inc | 6.88 | 13M | Industrials |
Applied Materials Inc | 6.85 | 13M | Technology |
Berkshire Hathaway Inc Class B | 6.53 | 13M | Financial Services |
Microsoft Corp | 6.14 | 12M | Technology |
Alphabet Inc Class C | 5.64 | 11M | Communication Services |
Lowe's Companies Inc | 5.45 | 10M | Consumer Cyclical |
NVIDIA Corp | 5.03 | 10M | Technology |
Amazon.com Inc | 4.53 | 9M | Consumer Cyclical |
United States