Meridian Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return30.058.73-4.9417.1122.03
    Category Average39.223.89-1.989.7722.48
    Assets for Each Yr*3.092.902.162.533.61
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 22.03 11.34 14.08

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,610 mil $2,500 4.31 95.69
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 100.13 1.38 Above Avg
    International Stock -- 1.21 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-08-17

      Sector YTD Return % % Net Assets  
    Carter's Inc* Consumer Cyclical 31.43 1.64
    Wolverine World Wide Inc* Consumer Cyclical 36.08 1.32
    Clean Harbors Inc* Industrials -4.38 1.28
    Kirby Corp* Industrials -3.38 1.24
    Heartland Express Inc* Industrials 12.28 1.19
    LPL Financial Holdings Inc* Financial Services 59.93 1.18
    Forward Air Corp* Industrials 23.41 1.15
    INC Research Holdings Inc A* Healthcare -24.81 1.14
    Sensata Technologies Holding N.V* Technology 23.36 1.13
    Shutterstock Inc* Technology -9.26 1.10
    Multi-Color Corp* Industrials -2.00 1.09
    Polaris Industries Inc* Consumer Cyclical 65.09 1.07
    Cadence Design Systems Inc* Technology 72.72 1.01
    Proto Labs Inc* Industrials 85.20 0.99
    Trimble Inc* Technology 36.68 0.97
    STERIS PLC* Healthcare 33.00 0.94
    WisdomTree Investments Inc* Financial Services 10.23 0.91
    Exact Sciences Corp* Healthcare 302.92 0.90
    Callidus Software Inc* Technology 63.99 0.88
    Microsoft Corp* Technology 37.99 0.85

    Best 5-Year Relative Performance | More
    12-08-17

    Worst 5-Year Relative Performance | More
    12-08-17

    Lowest Expenses | More
    12-08-17

    Highest Expenses | More
    12-08-17

    Longest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 10.10
    Meridian Growth Lega Chad Meade 4.30
    Meridian Small Cap G Chad Meade 4.00
    Meridian Equity Inco Minyoung Sohn 3.10

    Shortest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 3.10
    Meridian Small Cap G Chad Meade 4.00
    Meridian Growth Lega Chad Meade 4.30
    Meridian Contrarian James England 10.10