Meridian Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return30.058.73-4.9417.115.81
    Category Average39.223.89-1.989.776.08
    Assets for Each Yr*3.092.902.162.532.71
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 5.81 8.88 10.94

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,714 mil $2,500 5.09 94.91
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 100.05 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
    04-27-17

      Sector YTD Return % % Net Assets  
    Clean Harbors Inc* Industrials 5.37 1.78
    Sally Beauty Holdings Inc* Consumer Cyclical -26.95 1.58
    Cadence Design Systems Inc* Technology 27.04 1.53
    National CineMedia Inc* Consumer Cyclical -16.63 1.48
    2U Inc* Technology 49.59 1.38
    Trinet Group Inc* Industrials 17.06 1.34
    Heartland Express Inc* Industrials 0.93 1.31
    Trimble Inc* Technology 8.19 1.30
    ServiceMaster Global Holdings In* Industrials 2.55 1.29
    INC Research Holdings Inc A* Healthcare -14.92 1.26
    Hibbett Sports Inc* Consumer Cyclical -30.56 1.24
    Endologix Inc* Healthcare 30.59 1.20
    LPL Financial Holdings Inc* Financial Services 10.11 1.16
    Heico Corp Class A* Industrials 11.01 1.16
    Microsoft Corp* Technology 10.49 1.14
    Barracuda Networks Inc* Technology -6.21 1.13
    Sensata Technologies Holding N.V* Technology 5.70 1.10
    Grand Canyon Education Inc* Consumer Defensive 28.91 1.09
    Wolverine World Wide Inc* Consumer Cyclical 11.62 1.09
    Tennant Co* Industrials 5.14 1.08

    Best 5-Year Relative Performance | More
    04-27-17

    Worst 5-Year Relative Performance | More
    04-27-17

    Lowest Expenses | More
    04-27-17

    Highest Expenses | More
    04-27-17

    Longest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 9.50
    Meridian Growth Lega Chad Meade 3.60
    Meridian Small Cap G Chad Meade 3.40
    Meridian Equity Inco Minyoung Sohn 2.50

    Shortest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 2.50
    Meridian Small Cap G Chad Meade 3.40
    Meridian Growth Lega Chad Meade 3.60
    Meridian Contrarian James England 9.50