Meridian Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 30.1 8.7 -4.9 17.1 18.3
Category Average 39.2 3.9 -2.0 9.8 17.0
Assets for Each Yr* 3.1 2.9 2.2 2.5 3.4
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 18.26 12.97 13.66

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
3,364 $2,500 4.7 95.3
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 4.0 100.11 1.38 Above Avg
International Stock --- 1.36 --- ---
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
0 0 1
0 0 1
0 0 2
Asset Allocation %
Cash 7.2
Stocks 90.5
Bonds 1.3
Other 1.0
Annual Turnover % 66
% Assets in Top 10 14.3
 
Sector Breakdown (% of stocks) 
Sensitive 53.2
Communication Services 0.4
Energy 2.2
Industrials 24.3
Technology 26.3
Cyclical 25.7
Basic Materials 1.9
Consumer Cyclical 14.7
Financial Services 7.0
Real Estate 2.1
Defensive 21.1
Consumer Defensives 2.8
Healthcare 18.1
Utilities 0.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-18-17

  Sector YTD Return % % Net Assets  
  Sally Beauty Holdings Inc Consumer Cyclical -32.82 1.99
  Trinet Group Inc Industrials 35.52 1.74
  Carter's Inc Consumer Cyclical 9.21 1.64
  2U Inc Technology 100.20 1.40
  ServiceMaster Global Holdings Inc Industrials 24.13 1.36
  Wolverine World Wide Inc Consumer Cyclical 28.79 1.32
  Clean Harbors Inc* Industrials 1.15 1.28
  Kirby Corp* Industrials -0.75 1.24
  Heartland Express Inc* Industrials 14.98 1.19
  LPL Financial Holdings Inc Financial Services 51.04 1.18
  Forward Air Corp* Industrials 24.08 1.15
  INC Research Holdings Inc A Healthcare 3.99 1.14
  Sensata Technologies Holding N.V.* Technology 27.55 1.13
  Shutterstock Inc Technology -26.68 1.10
  Multi-Color Corp Industrials 5.15 1.09
  Grand Canyon Education Inc Consumer Defensive 52.46 1.08
  Polaris Industries Inc* Consumer Cyclical 30.05 1.07
  Cadence Design Systems Inc Technology 65.70 1.01
  Proto Labs Inc Industrials 59.79 0.99
  Trimble Inc Technology 36.09 0.97
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Best 5-Year Relative Performance | More
10-18-17

Worst 5-Year Relative Performance | More
10-18-17

Lowest Expenses | More
10-18-17

Highest Expenses | More
10-18-17

Longest Manager Tenure | More
10-18-17

Fund Name Manager Name Average Manager Tenure
Meridian Contrarian Legacy James England 10
Meridian Growth Legacy Chad Meade 4
Meridian Small Cap Growth Legacy Chad Meade 4
Meridian Equity Income Legacy Minyoung Sohn 3

Shortest Manager Tenure | More
10-18-17

Fund Name Manager Name Average Manager Tenure
Meridian Equity Income Legacy Minyoung Sohn 3
Meridian Small Cap Growth Legacy Chad Meade 4
Meridian Growth Legacy Chad Meade 4
Meridian Contrarian Legacy James England 10
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