Meridian Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return-4.9417.1124.57-3.7717.54
    Category Average-2.8011.7621.04-6.9220.99
    Assets for Each Yr*2.162.533.723.804.48
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 17.54 16.97 12.03

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,478 mil $2,500 1.80 98.20
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 100.08 1.41 Above Avg
    International Stock -- 0.33 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Skechers USA Inc* Consumer Cyclical 23.90 2.80
    Sally Beauty Holdings Inc* Consumer Cyclical -4.93 1.77
    John Bean Technologies Corp* Industrials 59.59 1.25
    Trinet Group Inc* Industrials 49.30 1.21
    Carter's Inc* Consumer Cyclical 12.53 1.09
    Carbonite Inc* Technology -1.78 1.07
    Presidio Inc* Technology 9.81 0.93
    Prestige Consumer Healthcare Inc* Healthcare -2.04 0.75
    STERIS Ltd* Healthcare 25.47 0.74
    Medidata Solutions Inc* Technology 34.17 0.73
    Matson Inc* Industrials 26.23 0.72
    j2 Global Inc* Technology 25.71 0.70
    Polaris Industries Inc* Consumer Cyclical 17.12 0.66
    The Middleby Corp* Industrials 34.53 0.66
    SolarWinds Corp Ordinary Shares* Technology 39.91 0.63
    Wolverine World Wide Inc* Consumer Cyclical -6.52 0.61
    Switch Inc Class A* Technology 77.28 0.61
    CyberArk Software Ltd* Technology 77.49 0.58
    Cornerstone OnDemand Inc* Technology 11.48 0.55

    Best 5-Year Relative Performance | More
    05-16-19

    Worst 5-Year Relative Performance | More
    05-16-19

    Lowest Expenses | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 17.40
    Meridian Growth Lega Chad Meade 5.70
    Meridian Small Cap G Chad Meade 5.40
    Meridian Enhanced Eq Minyoung Sohn 4.50

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Enhanced Eq Minyoung Sohn 4.50
    Meridian Small Cap G Chad Meade 5.40
    Meridian Growth Lega Chad Meade 5.70
    Meridian Contrarian James England 17.40