Meridian Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-4.9417.1124.57-3.779.85
    Category Average-2.8011.7621.04-6.9217.89
    Assets for Each Yr*2.162.533.723.804.23
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 9.85 11.04 9.13

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,231 mil $2,500 1.49 98.51
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 100.04 1.45 Above Avg
    International Stock -- 0.27 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 17.70
    Meridian Growth Lega Chad Meade 6.00
    Meridian Small Cap G Chad Meade 5.80
    Meridian Enhanced Eq Clay Freeman 0.00

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Enhanced Eq Clay Freeman 0.00
    Meridian Small Cap G Chad Meade 5.80
    Meridian Growth Lega Chad Meade 6.00
    Meridian Contrarian James England 17.70