Meridian Fund Family Report
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  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return-4.9417.1124.57-3.779.04
    Category Average-1.989.7722.86-6.1211.28
    Assets for Each Yr*2.162.533.723.804.16
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 9.04 18.33 10.45

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,161 mil $2,500 2.13 97.87
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 100.07 1.41 Above Avg
    International Stock -- 0.37 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      Sector YTD Return % % Net Assets  
    LogMeIn Inc* Technology 1.75 2.28
    Carter's Inc* Consumer Cyclical 9.80 1.62
    Trinet Group Inc* Industrials 46.44 1.25
    Euronet Worldwide Inc* Industrials 26.74 1.14
    Sensata Technologies Holding PLC* Technology 10.28 1.11
    CyberArk Software Ltd* Technology 37.32 1.08
    Graphic Packaging Holding Co* Consumer Cyclical 19.08 1.03
    Tennant Co* Industrials 18.84 0.96
    Presidio Inc* Technology 26.74 0.92
    Multi-Color Corp* Industrials 36.68 0.83
    Medidata Solutions Inc* Technology 11.51 0.75
    Polaris Industries Inc* Consumer Cyclical 13.18 0.67
    j2 Global Inc* Technology 21.74 0.64
    Quidel Corp* Healthcare 38.63 0.63
    SS&C Technologies Holdings Inc* Technology 34.03 0.59
    SP Plus Corp* Industrials 23.56 0.57
    Mednax Inc* Healthcare 9.91 0.50
    National Storage Affiliates Trus* RealEstate 8.58 0.45
    Agios Pharmaceuticals Inc* Healthcare 25.16 0.36
    Iridium Communications Inc* Communication Services 16.53 0.33

    Best 5-Year Relative Performance | More
    02-19-19

    Worst 5-Year Relative Performance | More
    02-19-19

    Lowest Expenses | More
    02-19-19

    Highest Expenses | More
    02-19-19

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 11.30
    Meridian Growth Lega Chad Meade 5.50
    Meridian Small Cap G Chad Meade 5.20
    Meridian Enhanced Eq Minyoung Sohn 4.30

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Enhanced Eq Minyoung Sohn 4.30
    Meridian Small Cap G Chad Meade 5.20
    Meridian Growth Lega Chad Meade 5.50
    Meridian Contrarian James England 11.30