Meridian Fund Family Report
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  • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return-4.9417.1124.57-3.7715.57
    Category Average-2.8011.7621.04-6.9221.27
    Assets for Each Yr*2.162.533.723.804.39
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 15.57 15.65 10.40

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,385 mil $2,500 1.71 98.29
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 100.07 1.41 Above Avg
    International Stock -- 0.30 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-12-19

      Sector YTD Return % % Net Assets  
    Skechers USA Inc* Consumer Cyclical 49.02 2.80
    LogMeIn Inc* Technology -5.81 2.23
    John Bean Technologies Corp* Industrials 73.14 1.25
    MSC Industrial Direct Co Inc Cla* Industrials -4.04 1.24
    Trinet Group Inc* Industrials 70.25 1.21
    Graphic Packaging Holding Co* Consumer Cyclical 34.59 1.05
    Syneos Health Inc A* Healthcare 23.84 1.01
    Heritage-Crystal Clean Inc* Industrials 16.04 0.93
    Prestige Consumer Healthcare Inc* Healthcare 0.26 0.75
    Euronet Worldwide Inc* Industrials 64.50 0.69
    The Middleby Corp* Industrials 33.46 0.66
    Switch Inc Class A* Technology 91.70 0.61
    Frontdoor Inc* Industrials 70.31 0.59
    CyberArk Software Ltd* Technology 79.90 0.58
    Woodward Inc* Industrials 56.43 0.49
    Verint Systems Inc* Technology 30.21 0.46
    3D Systems Corp* Technology -13.67 0.38
    National Storage Affiliates Trus* RealEstate 14.89 0.38
    HealthEquity Inc* Technology 20.15 0.37
    The Cooper Companies Inc* Healthcare 30.05 0.37

    Best 5-Year Relative Performance | More
    07-12-19

    Worst 5-Year Relative Performance | More
    07-12-19

    Lowest Expenses | More
    07-12-19

    Highest Expenses | More
    07-12-19

    Longest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 17.50
    Meridian Growth Lega Chad Meade 5.90
    Meridian Small Cap G Chad Meade 5.60
    Meridian Enhanced Eq Minyoung Sohn 4.70

    Shortest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Enhanced Eq Minyoung Sohn 4.70
    Meridian Small Cap G Chad Meade 5.60
    Meridian Growth Lega Chad Meade 5.90
    Meridian Contrarian James England 17.50