Meridian Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-4.9417.1124.57-3.7715.56
    Category Average-1.989.7722.86-6.1218.10
    Assets for Each Yr*2.162.533.723.804.41
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 15.56 20.07 11.08

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,405 mil $2,500 2.11 97.89
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 100.08 1.41 Above Avg
    International Stock -- 0.36 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Carter's Inc* Consumer Cyclical 20.55 1.62
    Clean Harbors Inc* Industrials 41.05 1.48
    2U Inc* Technology 37.69 1.16
    Euronet Worldwide Inc* Industrials 37.19 1.14
    CyberArk Software Ltd* Technology 54.38 1.08
    Shutterstock Inc* Technology 30.77 1.08
    Presidio Inc* Technology 16.32 0.92
    Syneos Health Inc A* Healthcare 30.62 0.91
    Hanesbrands Inc* Consumer Cyclical 43.66 0.85
    Wolverine World Wide Inc* Consumer Cyclical 12.57 0.83
    LPL Financial Holdings Inc* Financial Services 23.69 0.81
    Polaris Industries Inc* Consumer Cyclical 11.18 0.67
    j2 Global Inc* Technology 25.01 0.64
    Quidel Corp* Healthcare 38.04 0.63
    SS&C Technologies Holdings Inc* Technology 39.19 0.59
    ServiceMaster Global Holdings In* Industrials 29.40 0.55
    Switch Inc Class A* Technology 48.00 0.54
    Frontdoor Inc* Industrials 28.94 0.52
    National CineMedia Inc* Consumer Cyclical 16.51 0.51

    Best 5-Year Relative Performance | More
    03-19-19

    Worst 5-Year Relative Performance | More
    03-19-19

    Lowest Expenses | More
    03-19-19

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 17.20
    Meridian Growth Lega Chad Meade 5.50
    Meridian Small Cap G Chad Meade 5.30
    Meridian Enhanced Eq Minyoung Sohn 4.40

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Enhanced Eq Minyoung Sohn 4.40
    Meridian Small Cap G Chad Meade 5.30
    Meridian Growth Lega Chad Meade 5.50
    Meridian Contrarian James England 17.20