Meehan Focus
Cincinnati, OH 45246
225 Pictoria Drive, Suite 450
Ultimus Managers Trust
Management information
Thomas P. Meehan,Lead manager since 9 December 1999
Meehan has been president of Edgemoor Investment Advisors, Inc 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 firm's Executive Committee from its inception through September 1999. He was a charter trustee of the firm’s pension and profit sharing plans and served as an investment manager of these plans since their inceptions in 1973 through 2000.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Blend
Fund familyMeehan Focus
Net assets150.07M
YTD return17.49%
Yield0.31%
Morningstar rating★★★★
Inception date9 Dec 1999
Fund operations
Last dividend0.18
Last cap gain62.00
Holdings turnover6.00%
Average for categoryN/A
Fees and expenses
ExpenseMEFOXCategory average
Annual report expense ratio (net)1.01%0.78%
Prospectus net expense ratio1.01%N/A
Prospectus gross expense ratio1.10%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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