Overall portfolio composition (%)
Cash1.88%
Stocks98.12%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%
Sector weightings (%)
Sector(s)MEFOX
Basic materials0.00%
Consumer cyclical17.10%
Financial services16.36%
Property0.00%
Consumer defensive0.00%
Healthcare10.69%
Utilities0.00%
Communication services6.68%
Energy2.46%
Industrials12.52%
Technology34.18%
Equity holdings
AverageMEFOXCategory average
Price/Earnings0.050.04
Price/book0.220.21
Price/sales0.370.4
Price/Cash flow0.060.06
Median market cap404,488.25335,222.28
3-year earnings growth28.5621.25
Bond holdings
AverageMEFOXCategory average
MaturityN/AN/A
DurationN/A4.6
Credit qualityN/AN/A
Bond ratings
Sector(s)MEFOX
US government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A
Top 10 holdings (67.46% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| Microsoft Corp | MSFT | 11.15% |
| United Rentals Inc | URI | 8.61% |
| Apple Inc | AAPL | 8.13% |
| Berkshire Hathaway Inc Class B | BRK-B | 7.76% |
| Lowe's Companies Inc | LOW | 7.29% |
| Broadcom Inc | AVGO | 5.91% |
| Amazon.com Inc | AMZN | 5.33% |
| Applied Materials Inc | AMAT | 5.19% |
| Vertex Pharmaceuticals Inc | VRTX | 4.53% |
| Alphabet Inc Class C | GOOG | 3.54% |
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