Meridian Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return8.73-4.9417.1124.572.16
    Category Average3.89-1.989.7722.862.26
    Assets for Each Yr*2.902.162.533.723.86
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.16 11.11 12.66

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,861 mil $2,500 3.79 96.21
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.7 100.13 1.38 Above Avg
    International Stock -- 0.91 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    Trinet Group Inc* Industrials 15.13 2.09
    Kirby Corp* Industrials 27.92 1.57
    Carter's Inc* Consumer Cyclical -11.62 1.44
    Heartland Express Inc* Industrials -22.54 1.44
    MSC Industrial Direct Co Inc Cla* Industrials -7.70 1.38
    Multi-Color Corp* Industrials -9.69 1.37
    Wolverine World Wide Inc* Consumer Cyclical -9.19 1.37
    Kennametal Inc* Industrials -16.86 1.29
    Tennant Co* Industrials -3.63 1.26
    Sensata Technologies Holding N.V* Technology 5.87 1.13
    LPL Financial Holdings Inc* Financial Services 7.81 1.13
    Clean Harbors Inc* Industrials -11.07 1.10
    Forward Air Corp* Industrials -7.12 1.06
    Shutterstock Inc* Technology 19.06 1.06
    ServiceMaster Global Holdings In* Industrials 0.59 1.04
    Polaris Industries Inc* Consumer Cyclical -3.02 1.00
    Cimpress NV* Consumer Cyclical 25.91 1.00
    Proto Labs Inc* Industrials 22.09 0.98
    WisdomTree Investments Inc* Financial Services -24.46 0.97
    Grand Canyon Education Inc* Consumer Defensive 22.22 0.97

    Best 5-Year Relative Performance | More
    04-20-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Lowest Expenses | More
    04-20-18

    Highest Expenses | More
    04-20-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 10.50
    Meridian Growth Lega Chad Meade 4.60
    Meridian Small Cap G Chad Meade 4.30
    Meridian Equity Inco Minyoung Sohn 3.50

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 3.50
    Meridian Small Cap G Chad Meade 4.30
    Meridian Growth Lega Chad Meade 4.60
    Meridian Contrarian James England 10.50