Meridian Mutual Fund Family Data Pages

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Performance
06-30-18

Total ReturnCategory Average
Total Return 8.7 -4.9 17.1 24.6 10.0
Category Average 3.9 -2.0 9.8 22.9 10.2
Assets for Each Yr* 2.9 2.2 2.5 3.7 4.3
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family 10.02 13.57 14.04

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
4,271 $2,500 3.4 96.6
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 4.6 100.13 1.38 Above Avg
International Stock --- 0.73 --- ---
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 6.4
Stocks 92.9
Bonds 0.0
Other 0.7
Annual Turnover % 39
% Assets in Top 10 11.5
 
Sector Breakdown (% of stocks) 
Sensitive 55.2
Communication Services 0.4
Energy 1.5
Industrials 29.1
Technology 24.2
Cyclical 25.9
Basic Materials 1.9
Consumer Cyclical 16.4
Financial Services 5.8
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 07-19-18

  Sector YTD Return % % Net Assets  
  Sally Beauty Holdings Inc Consumer Cyclical -13.70 1.57
  Tennant Co Industrials 8.22 1.32
  MSC Industrial Direct Co Inc Class A* Industrials -11.77 1.27
  Carter's Inc Consumer Cyclical 0.75 1.20
  Sensata Technologi* Technology -0.02 1.11
  Kennametal Inc Industrials -20.72 1.10
  Financial Engines Inc Financial Services 48.88 1.07
  ServiceMaster Global Holdings Inc Industrials 11.18 1.01
  Monro Inc Consumer Cyclical 21.39 1.00
  LPL Financial Holdings Inc Financial Services 20.93 0.87
  Wolverine World Wide Inc Consumer Cyclical 15.06 0.83
  Proto Labs Inc Industrials 30.44 0.77
  Under Armour Inc C* Consumer Cyclical 51.58 0.65
  Carbonite Inc Technology 47.41 0.59
  Dunkin' Brands Group Inc* Consumer Cyclical 13.15 0.58
  HealthEquity Inc Technology 75.70 0.58
  CDW Corp Technology 26.35 0.57
  Nevro Corp Healthcare -14.69 0.56
  Agios Pharmaceuticals Inc Healthcare 59.49 0.52
  National Storage Affiliates Trust RealEstate 12.33 0.51
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Best 5-Year Relative Performance | More
07-19-18

Worst 5-Year Relative Performance | More
07-19-18

Lowest Expenses | More
07-19-18

Highest Expenses | More
07-19-18

Longest Manager Tenure | More
07-19-18

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
07-19-18

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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