Meridian Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return8.73-4.9417.1124.573.31
    Category Average3.89-1.989.7722.864.16
    Assets for Each Yr*2.902.162.533.723.90
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 3.31 14.24 13.81

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,896 mil $2,500 3.99 96.01
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 100.13 1.38 Above Avg
    International Stock -- 1.03 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    Sally Beauty Holdings Inc* Consumer Cyclical -8.21 1.84
    Kirby Corp* Industrials 12.80 1.57
    Carter's Inc* Consumer Cyclical 2.35 1.44
    Heartland Express Inc* Industrials -14.95 1.44
    MSC Industrial Direct Co Inc Cla* Industrials -7.81 1.38
    Multi-Color Corp* Industrials -13.09 1.37
    Wolverine World Wide Inc* Consumer Cyclical -7.43 1.37
    LPL Financial Holdings Inc* Financial Services 10.69 1.13
    Sensata Technologies Holding N.V* Technology 4.36 1.13
    Clean Harbors Inc* Industrials -3.82 1.10
    Forward Air Corp* Industrials -4.86 1.06
    Shutterstock Inc* Technology 3.60 1.06
    ServiceMaster Global Holdings In* Industrials 4.92 1.04
    Polaris Industries Inc* Consumer Cyclical -6.78 1.00
    Cimpress NV* Consumer Cyclical 35.55 1.00
    Proto Labs Inc* Industrials 11.80 0.98
    WisdomTree Investments Inc* Financial Services -18.88 0.97
    Grand Canyon Education Inc* Consumer Defensive 2.67 0.97
    Monro Inc* Consumer Cyclical -9.13 0.97
    Financial Engines Inc* Financial Services 0.33 0.94

    Best 5-Year Relative Performance | More
    02-21-18

    Worst 5-Year Relative Performance | More
    02-21-18

    Lowest Expenses | More
    02-21-18

    Highest Expenses | More
    02-21-18

    Longest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 10.30
    Meridian Growth Lega Chad Meade 4.50
    Meridian Small Cap G Chad Meade 4.20
    Meridian Equity Inco Minyoung Sohn 3.30

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 3.30
    Meridian Small Cap G Chad Meade 4.20
    Meridian Growth Lega Chad Meade 4.50
    Meridian Contrarian James England 10.30