Meridian Fund Family Report
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  • Performance
    11-30-18

    Total ReturnCategory Average
    Total Return8.73-4.9417.1124.578.00
    Category Average3.89-1.989.7722.865.68
    Assets for Each Yr*2.902.162.533.724.38
    *billions

    Trailing Returns %
    11-30-18

      YTD 3 Year 5 Year    
    Fund Family 8.00 14.79 10.92

    Key Stats
    11-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,381 mil $2,500 2.24 97.76
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 100.11 1.43 Above Avg
    International Stock -- 0.47 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-10-18

      Sector YTD Return % % Net Assets  
    John Bean Technologies Corp* Industrials -33.03 1.21
    ABM Industries Inc* Industrials -25.05 1.19
    MSC Industrial Direct Co Inc Cla* Industrials -14.59 1.18
    Shutterstock Inc* Technology -4.07 1.18
    Multi-Color Corp* Industrials -48.46 1.17
    Kennametal Inc* Industrials -24.00 0.97
    Immunomedics Inc* Healthcare 16.58 0.65
    FireEye Inc* Technology 39.08 0.64
    SS&C Technologies Holdings Inc* Technology 14.70 0.58
    Nevro Corp* Healthcare -39.24 0.53
    Under Armour Inc C* Consumer Cyclical 57.73 0.53
    3D Systems Corp* Technology 33.10 0.52
    AxoGen Inc* Healthcare 4.28 0.50
    Woodward Inc* Industrials -2.08 0.48
    Agios Pharmaceuticals Inc* Healthcare -7.78 0.45
    HealthEquity Inc* Technology 45.03 0.42
    Insulet Corp* Healthcare 19.55 0.41
    National Storage Affiliates Trus* RealEstate 8.80 0.41
    Casey's General Stores Inc* Consumer Defensive 7.90 0.40
    Microsoft Corp* Technology 27.25 0.36

    Best 5-Year Relative Performance | More
    12-10-18

    Worst 5-Year Relative Performance | More
    12-10-18

    Lowest Expenses | More
    12-10-18

    Highest Expenses | More
    12-10-18

    Longest Manager Tenure | More
    12-10-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 11.10
    Meridian Growth Lega Chad Meade 5.30
    Meridian Small Cap G Chad Meade 5.00
    Meridian Enhanced Eq Minyoung Sohn 4.10

    Shortest Manager Tenure | More
    12-10-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Enhanced Eq Minyoung Sohn 4.10
    Meridian Small Cap G Chad Meade 5.00
    Meridian Growth Lega Chad Meade 5.30
    Meridian Contrarian James England 11.10