Meehan Focus
1900 M Street Nw Suite 600 Washington DC 20036
Map
Phone: 800-933-8413
| Category: | Large Blend | | Fund Family: | Meehan Focus | | Net Assets: | 36.30M | | Year-to-Date Return: | -8.37% | | Yield: | 0.32% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Dec-99 |
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Thomas P. Meehan
Lead Manager since
10-Dec-99 | | | Meehan has been president of Edgemoor Capital Management since September 1999 and has been president of Meehan Mutual Funds, Inc. since their inception. In 1968, Meehan was a founding partner of Sherman, Meehan, Curtin & Ain, a Washington, D.C. law firm. He served as president of that law firm for many years, and served on the firms Executive Committee from its inception through September 1999. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund invests in common stocks without restrictions regarding market capitalization. It normally invests at least 75% of assets in U.S. common stocks or securities convertible into common stock. With respect to 75% of the assets, the fund holds a focused portfolio of no more than 25 issuers. It may invest up to 25% of assets in foreign securities. The fund normally invests the remaining assets in cash and cash equivalents. It is nondiversified. |
| Last Dividend
(31-Dec-07):
| 0.01 | | Last Cap Gain
(31-Oct-07):
| 0.93 | | Annual Holdings Turnover
| 19.00% | | Average for Category:
| 71.30% |
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| Expense | MEFOX | Category
Avg | | Total Expense Ratio: | 1.36%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$373 | $577 | | 5 Yr Expense Projection*: |
$646 | $877 | | 10 Yr Expense Projection*: |
$1,428 | $1,739 |
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