Meridian Fund Family Report
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  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return8.73-4.9417.1124.5711.01
    Category Average3.89-1.989.7722.8611.65
    Assets for Each Yr*2.902.162.533.724.37
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family 11.01 14.66 13.09

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,370 mil $2,500 3.32 96.68
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.6 100.13 1.41 Above Avg
    International Stock -- 0.62 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Sally Beauty Holdings Inc* Consumer Cyclical -21.64 1.54
    Skechers USA Inc* Consumer Cyclical -20.72 1.41
    Tennant Co* Industrials 6.02 1.22
    Carter's Inc* Consumer Cyclical -6.33 1.13
    Heartland Express Inc* Industrials -14.82 1.08
    Shutterstock Inc* Technology 25.17 1.05
    Polaris Industries Inc* Consumer Cyclical -11.73 0.97
    ABM Industries Inc* Industrials -14.17 0.97
    Sensata Technologi* Technology 7.73 0.89
    Kennametal Inc* Industrials -17.81 0.89
    Prestige Brands Holdings Inc* Healthcare -12.97 0.87
    Euronet Worldwide Inc* Industrials 12.73 0.82
    Wolverine World Wide Inc* Consumer Cyclical 20.45 0.80
    Monro Inc* Consumer Cyclical 24.20 0.77
    LPL Financial Holdings Inc* Financial Services 17.38 0.65
    STERIS PLC* Healthcare 31.16 0.62
    InnerWorkings Inc* Consumer Cyclical -25.72 0.62
    Cimpress NV* Consumer Cyclical 15.24 0.59
    LogMeIn Inc* Technology -30.31 0.58

    Best 5-Year Relative Performance | More
    08-17-18

    Worst 5-Year Relative Performance | More
    08-17-18

    Lowest Expenses | More
    08-17-18

    Highest Expenses | More
    08-17-18

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 10.80
    Meridian Growth Lega Chad Meade 5.00
    Meridian Small Cap G Chad Meade 4.70
    Meridian Equity Inco Minyoung Sohn 3.80

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 3.80
    Meridian Small Cap G Chad Meade 4.70
    Meridian Growth Lega Chad Meade 5.00
    Meridian Contrarian James England 10.80