Meridian Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return--------17.02
    Category Average3.89-1.989.7722.8617.88
    Assets for Each Yr*2.902.162.533.724.76
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 17.02 20.79 13.76

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,761 mil $2,500 2.38 97.62
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 100.14 1.43 Above Avg
    International Stock -- 0.56 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  
    Trinet Group Inc* Industrials 9.97 2.24
    Heartland Express Inc* Industrials -23.65 1.08
    ServiceMaster Global Holdings In* Industrials 25.92 1.01
    Immunomedics Inc* Healthcare 27.54 0.86
    Monro Inc* Consumer Cyclical 15.58 0.77
    Carbonite Inc* Technology 30.24 0.68
    Heritage-Crystal Clean Inc* Industrials -4.69 0.65
    SP Plus Corp* Industrials -11.86 0.64
    WisdomTree Investments Inc* Financial Services -41.43 0.62
    CDW Corp* Technology 16.53 0.56
    Neurocrine Biosciences Inc* Healthcare 39.30 0.54
    RealPage Inc* Technology 24.11 0.51
    XO Group Inc* Technology 87.38 0.50
    Helen Of Troy Ltd* Consumer Defensive 22.29 0.46
    athenahealth Inc* Technology -9.22 0.44
    j2 Global Inc* Technology -1.89 0.43
    Umpqua Holdings Corp* Financial Services -1.15 0.42
    AxoGen Inc* Healthcare 14.77 0.41
    Bank of Hawaii Corp* Financial Services -6.06 0.38
    Microsoft Corp* Technology 25.30 0.38

    Best 5-Year Relative Performance | More
    10-18-18

    Worst 5-Year Relative Performance | More
    10-18-18

    Lowest Expenses | More
    10-18-18

    Highest Expenses | More
    10-18-18

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 11.00
    Meridian Growth Lega Chad Meade 5.10
    Meridian Small Cap G Chad Meade 4.80
    Meridian Equity Inco Minyoung Sohn 4.00

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 4.00
    Meridian Small Cap G Chad Meade 4.80
    Meridian Growth Lega Chad Meade 5.10
    Meridian Contrarian James England 11.00