Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Meehan Focus MEFOX
- NAV / 1-Day Return 52.21 / −0.23 %
- Total Assets 135.6 Mil
-
Adj. Expense Ratio
1.010%
- Expense Ratio 1.010%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 5,000
- Status Open
- TTM Yield 0.33%
- Turnover 6%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0
Morningstar’s Analysis MEFOX
Will MEFOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 66.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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Alphabet Inc Class C | 3.95 | 4.7 Mil | Communication Services |