Meridian Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-4.9417.1124.57-3.7715.15
    Category Average-2.8011.7621.04-6.9222.73
    Assets for Each Yr*2.162.533.723.804.39
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 15.15 13.32 11.08

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,393 mil $2,500 1.63 98.37
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 100.08 1.41 Above Avg
    International Stock -- 0.29 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-13-19

      Sector YTD Return % % Net Assets  
    Grand Canyon Education Inc* Consumer Defensive 31.02 2.44
    John Bean Technologies Corp* Industrials 43.94 1.25
    Shutterstock Inc* Technology -1.92 1.22
    Trimble Inc* Technology 14.31 1.16
    Carbonite Inc* Technology -38.95 1.07
    Heartland Express Inc* Industrials 8.14 0.99
    Nevro Corp* Healthcare 108.38 0.94
    Kennametal Inc* Industrials -9.77 0.92
    Prestige Consumer Healthcare Inc* Healthcare 7.42 0.75
    STERIS Ltd* Healthcare 46.07 0.74
    SS&C Technologies Holdings Inc* Technology 0.22 0.73
    Matson Inc* Industrials 14.99 0.72
    LPL Financial Holdings Inc* Financial Services 23.48 0.71
    j2 Global Inc* Technology 20.24 0.70
    Euronet Worldwide Inc* Industrials 49.82 0.69
    The Middleby Corp* Industrials 9.33 0.66
    Quidel Corp* Healthcare 34.08 0.63
    SolarWinds Corp Ordinary Shares* Technology 24.66 0.63
    PlayAGS Inc* Consumer Cyclical -52.13 0.62

    Best 5-Year Relative Performance | More
    08-13-19

    Worst 5-Year Relative Performance | More
    08-13-19

    Lowest Expenses | More
    08-13-19

    Highest Expenses | More
    08-13-19

    Longest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 17.60
    Meridian Growth Lega Chad Meade 5.90
    Meridian Small Cap G Chad Meade 5.70
    Meridian Enhanced Eq Minyoung Sohn 4.80

    Shortest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Enhanced Eq Minyoung Sohn 4.80
    Meridian Small Cap G Chad Meade 5.70
    Meridian Growth Lega Chad Meade 5.90
    Meridian Contrarian James England 17.60