Meridian Mutual Fund Family Data Pages

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Performance
09-30-18

Total ReturnCategory Average
Total Return 8.7 -4.9 17.1 24.6 17.0
Category Average 3.9 -2.0 9.8 22.9 17.9
Assets for Each Yr* 2.9 2.2 2.5 3.7 4.8
*billions

Trailing Returns %
09-30-18

  YTD 3 Year 5 Year    
Fund Family 17.02 20.79 13.76

Key Stats
09-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
4,761 $2,500 2.4 97.6
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 4.0 100.14 1.43 Above Avg
International Stock --- 0.56 --- ---
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 7.5
Stocks 92.0
Bonds 0.0
Other 0.5
Annual Turnover % 39
% Assets in Top 10 9.1
 
Sector Breakdown (% of stocks) 
Sensitive 55.0
Communication Services 0.5
Energy 2.3
Industrials 27.9
Technology 24.2
Cyclical 26.1
Basic Materials 1.7
Consumer Cyclical 17.4
Financial Services 5.0
Real Estate 2.0
Defensive 18.9
Consumer Defensives 3.3
Healthcare 15.5
Utilities 0.1

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

  Sector YTD Return % % Net Assets  
  Trinet Group Inc Industrials 9.97 2.24
  Heartland Express Inc Industrials -23.65 1.08
  ServiceMaster Global Holdings Inc Industrials 25.92 1.01
  Immunomedics Inc Healthcare 27.54 0.86
  Monro Inc Consumer Cyclical 15.58 0.77
  Carbonite Inc Technology 30.24 0.68
  Heritage-Crystal Clean Inc Industrials -4.69 0.65
  SP Plus Corp Industrials -11.86 0.64
  WisdomTree Investments Inc Financial Services -41.43 0.62
  CDW Corp Technology 16.53 0.56
  Neurocrine Biosciences Inc Healthcare 39.30 0.54
  RealPage Inc Technology 24.11 0.51
  XO Group Inc Technology 87.38 0.50
  Helen Of Troy Ltd Consumer Defensive 22.29 0.46
  athenahealth Inc* Technology -9.22 0.44
  j2 Global Inc Technology -1.89 0.43
  Umpqua Holdings Corp Financial Services -1.15 0.42
  AxoGen Inc Healthcare 14.77 0.41
  Bank of Hawaii Corp Financial Services -6.06 0.38
  Microsoft Corp* Technology 25.30 0.38
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Best 5-Year Relative Performance | More
10-17-18

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

Lowest Expenses | More
10-17-18

Highest Expenses | More
10-17-18

Longest Manager Tenure | More
10-17-18

Fund Name Manager Name Average Manager Tenure
Meridian Contrarian Legacy James England 11
Meridian Growth Legacy Chad Meade 5
Meridian Small Cap Growth Legacy Chad Meade 5
Meridian Equity Income Legacy Minyoung Sohn 4

Shortest Manager Tenure | More
10-17-18

Fund Name Manager Name Average Manager Tenure
Meridian Equity Income Legacy Minyoung Sohn 4
Meridian Small Cap Growth Legacy Chad Meade 5
Meridian Growth Legacy Chad Meade 5
Meridian Contrarian Legacy James England 11
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