Meridian Fund Family Report
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  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return30.058.73-4.9417.117.67
    Category Average39.223.89-1.989.778.46
    Assets for Each Yr*3.092.902.162.532.88
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 7.67 10.11 12.63

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,875 mil $2,500 5.03 94.97
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 100.12 1.42 Above Avg
    International Stock -- 1.48 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-17

      Sector YTD Return % % Net Assets  
    Clean Harbors Inc* Industrials -2.98 1.77
    Sally Beauty Holdings Inc* Consumer Cyclical -26.65 1.58
    Cadence Design Systems Inc* Technology 35.92 1.53
    National CineMedia Inc* Consumer Cyclical -47.25 1.47
    2U Inc* Technology 56.58 1.38
    Trinet Group Inc* Industrials 26.11 1.34
    Heartland Express Inc* Industrials 1.72 1.31
    Trimble Inc* Technology 21.26 1.29
    ServiceMaster Global Holdings In* Industrials 5.79 1.29
    INC Research Holdings Inc A* Healthcare 12.55 1.26
    Hibbett Sports Inc* Consumer Cyclical -45.44 1.24
    Endologix Inc* Healthcare -17.13 1.20
    LPL Financial Holdings Inc* Financial Services 17.27 1.16
    Heico Corp Class A* Industrials 12.30 1.16
    Microsoft Corp* Technology 14.32 1.14
    Barracuda Networks Inc* Technology 4.29 1.13
    Sensata Technologies Holding N.V* Technology 6.08 1.10
    Grand Canyon Education Inc* Consumer Defensive 37.74 1.09
    Wolverine World Wide Inc* Consumer Cyclical 18.77 1.09
    Tennant Co* Industrials 3.26 1.08

    Best 5-Year Relative Performance | More
    06-22-17

    Worst 5-Year Relative Performance | More
    06-22-17

    Lowest Expenses | More
    06-22-17

    Highest Expenses | More
    06-22-17

    Longest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 9.60
    Meridian Growth Lega Chad Meade 3.80
    Meridian Small Cap G Chad Meade 3.50
    Meridian Equity Inco Minyoung Sohn 2.60

    Shortest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 2.60
    Meridian Small Cap G Chad Meade 3.50
    Meridian Growth Lega Chad Meade 3.80
    Meridian Contrarian James England 9.60