Meridian Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return30.058.73-4.9417.1118.26
    Category Average39.223.89-1.989.7716.96
    Assets for Each Yr*3.092.902.162.533.36
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 18.26 12.97 13.66

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,364 mil $2,500 4.65 95.35
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 100.11 1.38 Above Avg
    International Stock -- 1.36 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-20-17

      Sector YTD Return % % Net Assets  
    Sally Beauty Holdings Inc* Consumer Cyclical -34.41 1.99
    Trinet Group Inc* Industrials 36.14 1.74
    Carter's Inc* Consumer Cyclical 9.78 1.64
    2U Inc* Technology 105.14 1.40
    ServiceMaster Global Holdings In* Industrials 25.19 1.36
    Wolverine World Wide Inc* Consumer Cyclical 32.35 1.32
    Clean Harbors Inc* Industrials 1.01 1.28
    Kirby Corp* Industrials -0.38 1.24
    Heartland Express Inc* Industrials 17.98 1.19
    LPL Financial Holdings Inc* Financial Services 53.99 1.18
    Forward Air Corp* Industrials 24.42 1.15
    INC Research Holdings Inc A* Healthcare 6.18 1.14
    Sensata Technologies Holding N.V* Technology 28.27 1.13
    Shutterstock Inc* Technology -26.73 1.10
    Multi-Color Corp* Industrials 5.73 1.09
    Grand Canyon Education Inc* Consumer Defensive 52.23 1.08
    Polaris Industries Inc* Consumer Cyclical 31.33 1.07
    Cadence Design Systems Inc* Technology 67.64 1.01
    Proto Labs Inc* Industrials 61.73 0.99
    Trimble Inc* Technology 36.38 0.97

    Best 5-Year Relative Performance | More
    10-20-17

    Worst 5-Year Relative Performance | More
    10-20-17

    Lowest Expenses | More
    10-20-17

    Highest Expenses | More
    10-20-17

    Longest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 10.00
    Meridian Growth Lega Chad Meade 4.10
    Meridian Small Cap G Chad Meade 3.80
    Meridian Equity Inco Minyoung Sohn 3.00

    Shortest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 3.00
    Meridian Small Cap G Chad Meade 3.80
    Meridian Growth Lega Chad Meade 4.10
    Meridian Contrarian James England 10.00