Meridian Mutual Fund Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return 30.1 8.7 -4.9 17.1 22.0
Category Average 39.2 3.9 -2.0 9.8 22.5
Assets for Each Yr* 3.1 2.9 2.2 2.5 3.6
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 22.03 11.34 14.08

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
3,610 $2,500 4.3 95.7
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.9 100.13 1.38 Above Avg
International Stock --- 1.21 --- ---
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 89.4
Bonds 1.3
Other 1.9
Annual Turnover % 40
% Assets in Top 10 12.4
 
Sector Breakdown (% of stocks) 
Sensitive 54.6
Communication Services 0.4
Energy 1.9
Industrials 26.7
Technology 25.6
Cyclical 25.5
Basic Materials 2.0
Consumer Cyclical 15.2
Financial Services 6.4
Real Estate 2.0
Defensive 19.9
Consumer Defensives 3.1
Healthcare 16.7
Utilities 0.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-08-17

  Sector YTD Return % % Net Assets  
  Carter's Inc Consumer Cyclical 31.43 1.64
  Wolverine World Wide Inc Consumer Cyclical 36.08 1.32
  Clean Harbors Inc* Industrials -4.38 1.28
  Kirby Corp* Industrials -3.38 1.24
  Heartland Express Inc* Industrials 12.28 1.19
  LPL Financial Holdings Inc Financial Services 59.93 1.18
  Forward Air Corp* Industrials 23.41 1.15
  INC Research Holdings Inc A* Healthcare -24.81 1.14
  Sensata Technologies Holding N.V.* Technology 23.36 1.13
  Shutterstock Inc Technology -9.26 1.10
  Multi-Color Corp Industrials -2.00 1.09
  Polaris Industries Inc* Consumer Cyclical 65.09 1.07
  Cadence Design Systems Inc Technology 72.72 1.01
  Proto Labs Inc Industrials 85.20 0.99
  Trimble Inc Technology 36.68 0.97
  STERIS PLC Healthcare 33.00 0.94
  WisdomTree Investments Inc Financial Services 10.23 0.91
  Exact Sciences Corp Healthcare 302.92 0.90
  Callidus Software Inc Technology 63.99 0.88
  Microsoft Corp* Technology 37.99 0.85
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Best 5-Year Relative Performance | More
12-08-17

Worst 5-Year Relative Performance | More
12-08-17

Lowest Expenses | More
12-08-17

Highest Expenses | More
12-08-17

Longest Manager Tenure | More
12-08-17

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
12-08-17

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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