Meridian Fund Family Report
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  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return8.73-4.9417.1124.576.74
    Category Average3.89-1.989.7722.864.38
    Assets for Each Yr*2.902.162.533.724.34
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family 6.74 15.23 11.19

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,342 mil $2,500 2.32 97.68
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 100.13 1.43 Above Avg
    International Stock -- 0.49 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-14-18

      Sector YTD Return % % Net Assets  
    Sally Beauty Holdings Inc* Consumer Cyclical 8.26 1.76
    LogMeIn Inc* Technology -26.59 1.76
    Trimble Inc* Technology -12.75 1.18
    Shutterstock Inc* Technology -4.39 1.18
    MSC Industrial Direct Co Inc Cla* Industrials -6.93 1.18
    Multi-Color Corp* Industrials -38.76 1.17
    Tennant Co* Industrials -17.89 1.11
    Euronet Worldwide Inc* Industrials 29.37 0.95
    Syneos Health Inc A* Healthcare 13.30 0.94
    Cinemark Holdings Inc* Consumer Cyclical 21.45 0.85
    Monro Inc* Consumer Cyclical 38.79 0.83
    Wolverine World Wide Inc* Consumer Cyclical 4.05 0.81
    Immunomedics Inc* Healthcare 14.11 0.65
    Cimpress NV* Consumer Cyclical -1.98 0.62
    j2 Global Inc* Technology -2.55 0.60
    The Middleby Corp* Industrials -14.13 0.59
    InnerWorkings Inc* Consumer Cyclical -52.64 0.56
    Medidata Solutions Inc* Technology 8.62 0.53
    Under Armour Inc C* Consumer Cyclical 57.28 0.53
    3D Systems Corp* Technology 47.22 0.52

    Best 5-Year Relative Performance | More
    11-14-18

    Worst 5-Year Relative Performance | More
    11-14-18

    Lowest Expenses | More
    11-14-18

    Highest Expenses | More
    11-14-18

    Longest Manager Tenure | More
    11-14-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 11.00
    Meridian Growth Lega Chad Meade 5.20
    Meridian Small Cap G Chad Meade 4.90
    Meridian Enhanced Eq Minyoung Sohn 4.00

    Shortest Manager Tenure | More
    11-14-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Enhanced Eq Minyoung Sohn 4.00
    Meridian Small Cap G Chad Meade 4.90
    Meridian Growth Lega Chad Meade 5.20
    Meridian Contrarian James England 11.00