Meridian Fund Family Report
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  • Performance
    08-31-17

    Total ReturnCategory Average
    Total Return30.058.73-4.9417.1112.40
    Category Average39.223.89-1.989.7711.86
    Assets for Each Yr*3.092.902.162.533.20
    *billions

    Trailing Returns %
    08-31-17

      YTD 3 Year 5 Year    
    Fund Family 12.40 9.73 12.94

    Key Stats
    08-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,199 mil $2,500 4.71 95.29
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 100.11 1.38 Above Avg
    International Stock -- 1.40 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-22-17

      Sector YTD Return % % Net Assets  
    Sally Beauty Holdings Inc* Consumer Cyclical -28.27 1.99
    Trinet Group Inc* Industrials 29.74 1.74
    Carter's Inc* Consumer Cyclical 10.66 1.64
    2U Inc* Technology 82.19 1.40
    ServiceMaster Global Holdings In* Industrials 27.18 1.36
    Wolverine World Wide Inc* Consumer Cyclical 26.01 1.32
    Clean Harbors Inc* Industrials -1.69 1.28
    Kirby Corp* Industrials -3.76 1.24
    Heartland Express Inc* Industrials 13.06 1.19
    LPL Financial Holdings Inc* Financial Services 42.74 1.18
    Forward Air Corp* Industrials 16.50 1.15
    INC Research Holdings Inc A* Healthcare -1.14 1.14
    Sensata Technologies Holding N.V* Technology 22.11 1.13
    Shutterstock Inc* Technology -28.37 1.10
    Multi-Color Corp* Industrials 6.12 1.09
    Grand Canyon Education Inc* Consumer Defensive 45.71 1.08
    Polaris Industries Inc* Consumer Cyclical 32.44 1.07
    Cadence Design Systems Inc* Technology 54.16 1.01
    Proto Labs Inc* Industrials 44.60 0.99
    Trimble Inc* Technology 31.87 0.97

    Best 5-Year Relative Performance | More
    09-22-17

    Worst 5-Year Relative Performance | More
    09-22-17

    Lowest Expenses | More
    09-22-17

    Highest Expenses | More
    09-22-17

    Longest Manager Tenure | More
    09-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 9.90
    Meridian Growth Lega Chad Meade 4.00
    Meridian Small Cap G Chad Meade 3.80
    Meridian Equity Inco Minyoung Sohn 2.90

    Shortest Manager Tenure | More
    09-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 2.90
    Meridian Small Cap G Chad Meade 3.80
    Meridian Growth Lega Chad Meade 4.00
    Meridian Contrarian James England 9.90