See what your fund actually adds

Meehan Focus Fund MEFOX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

MEFOX compared with its replication portfolio
MeasureMEFOXReplication
Annualized growth15.3%14.3%
Annualized volatility18.2%17.9%
Sharpe ratio0.880.84
Maximum drawdown25.3%27.2%
Replication fit (R²)0.93 · Tracking error 4.7%

Replication portfolio

The published portfolio below is the investable basket used to model MEFOX’s historical return behavior.

MEFOX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap35.4%
VUGStyle · Growth25.9%
SPHQFactor · Quality13.6%
XLISector · Industrials12.7%
XLKSector · Technology12.4%