Meridian Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return30.058.73-4.9417.1112.58
    Category Average39.223.89-1.989.7712.19
    Assets for Each Yr*3.092.902.162.533.05
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 12.58 11.31 13.76

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,046 mil $2,500 5.04 94.96
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 100.12 1.42 Above Avg
    International Stock -- 1.49 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

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

      Sector YTD Return % % Net Assets  
    Sally Beauty Holdings Inc* Consumer Cyclical -26.50 1.99
    Trinet Group Inc* Industrials 37.94 1.74
    Carter's Inc* Consumer Cyclical -0.52 1.64
    2U Inc* Technology 59.00 1.40
    ServiceMaster Global Holdings In* Industrials 18.45 1.36
    Wolverine World Wide Inc* Consumer Cyclical 19.73 1.32
    Clean Harbors Inc* Industrials -8.70 1.28
    Kirby Corp* Industrials -6.62 1.24
    Heartland Express Inc* Industrials 3.29 1.19
    LPL Financial Holdings Inc* Financial Services 33.14 1.18
    Forward Air Corp* Industrials 7.70 1.15
    INC Research Holdings Inc A* Healthcare 5.80 1.14
    Sensata Technologies Holding N.V* Technology 11.71 1.13
    Shutterstock Inc* Technology -29.10 1.10
    Multi-Color Corp* Industrials 0.39 1.09
    Grand Canyon Education Inc* Consumer Defensive 35.77 1.08
    Polaris Industries Inc* Consumer Cyclical 9.29 1.07
    Cadence Design Systems Inc* Technology 46.07 1.01
    Proto Labs Inc* Industrials 36.12 0.99
    Trimble Inc* Technology 23.42 0.97

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

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

    Lowest Expenses | More
    08-17-17

    Highest Expenses | More
    08-17-17

    Longest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 9.80
    Meridian Growth Lega Chad Meade 4.00
    Meridian Small Cap G Chad Meade 3.70
    Meridian Equity Inco Minyoung Sohn 2.80

    Shortest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 2.80
    Meridian Small Cap G Chad Meade 3.70
    Meridian Growth Lega Chad Meade 4.00
    Meridian Contrarian James England 9.80