Meridian Fund Family Report
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  • Performance
    05-31-18

    Total ReturnCategory Average
    Total Return8.73-4.9417.1124.578.87
    Category Average3.89-1.989.7722.868.94
    Assets for Each Yr*2.902.162.533.724.21
    *billions

    Trailing Returns %
    05-31-18

      YTD 3 Year 5 Year    
    Fund Family 8.87 13.39 13.75

    Key Stats
    05-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,207 mil $2,500 3.51 96.49
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.6 100.13 1.38 Above Avg
    International Stock -- 0.77 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-18

      Sector YTD Return % % Net Assets  
    Kirby Corp* Industrials 26.35 1.77
    Grand Canyon Education Inc* Consumer Defensive 25.72 1.68
    Sally Beauty Holdings Inc* Consumer Cyclical -13.54 1.57
    Multi-Color Corp* Industrials -6.75 1.53
    MSC Industrial Direct Co Inc Cla* Industrials -6.58 1.27
    Carter's Inc* Consumer Cyclical -6.04 1.20
    Heartland Express Inc* Industrials -18.38 1.14
    Financial Engines Inc* Financial Services 48.71 1.07
    Polaris Industries Inc* Consumer Cyclical 0.40 1.07
    Monro Inc* Consumer Cyclical 6.99 1.00
    SS&C Technologies Holdings Inc* Technology 35.92 0.98
    ABM Industries Inc* Industrials -18.27 0.96
    Forward Air Corp* Industrials 9.12 0.95
    Graphic Packaging Holding Co* Consumer Cyclical -7.64 0.93
    Prestige Brands Holdings Inc* Healthcare -14.14 0.89
    Trimble Inc* Technology -17.96 0.89
    LPL Financial Holdings Inc* Financial Services 21.12 0.87
    Heritage-Crystal Clean Inc* Industrials -8.05 0.80
    Proto Labs Inc* Industrials 23.20 0.77
    DexCom Inc* Healthcare 73.48 0.73

    Best 5-Year Relative Performance | More
    06-22-18

    Worst 5-Year Relative Performance | More
    06-22-18

    Lowest Expenses | More
    06-22-18

    Highest Expenses | More
    06-22-18

    Longest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 10.60
    Meridian Growth Lega Chad Meade 4.80
    Meridian Small Cap G Chad Meade 4.50
    Meridian Equity Inco Minyoung Sohn 3.60

    Shortest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 3.60
    Meridian Small Cap G Chad Meade 4.50
    Meridian Growth Lega Chad Meade 4.80
    Meridian Contrarian James England 10.60