Meridian Fund Family Report
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  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return8.73-4.9417.1124.5718.00
    Category Average3.89-1.989.7722.8619.75
    Assets for Each Yr*2.902.162.533.724.67
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 18.00 19.02 15.11

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,666 mil $2,500 3.14 96.86
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.6 100.14 1.41 Above Avg
    International Stock -- 0.61 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-19-18

      Sector YTD Return % % Net Assets  
    Multi-Color Corp* Industrials -13.29 1.35
    Hanesbrands Inc* Consumer Cyclical -10.66 1.01
    Carbonite Inc* Technology 55.58 0.68
    Presidio Inc* Technology -19.67 0.65
    Under Armour Inc C* Consumer Cyclical 29.73 0.58
    Dunkin' Brands Group Inc* Consumer Cyclical 16.45 0.51
    Proto Labs Inc* Industrials 55.63 0.51
    TrueBlue Inc* Industrials -9.64 0.48
    Cornerstone OnDemand Inc* Technology 58.45 0.47
    Woodward Inc* Industrials 7.50 0.44
    j2 Global Inc* Technology 9.67 0.43
    Umpqua Holdings Corp* Financial Services 6.83 0.42
    Microsoft Corp* Technology 32.06 0.38
    Alexander & Baldwin Inc* RealEstate -17.02 0.37
    Insulet Corp* Healthcare 49.59 0.36
    Westinghouse Air Brake Technolog* Industrials 29.84 0.36
    CACI International Inc Class A* Technology 42.24 0.33
    Lions Gate Entertainment Corp B* Consumer Cyclical -32.86 0.29
    Newmont Mining Corp* Basic Materials -14.87 0.29
    Synaptics Inc* Technology 15.27 0.28

    Best 5-Year Relative Performance | More
    09-19-18

    Worst 5-Year Relative Performance | More
    09-19-18

    Lowest Expenses | More
    09-19-18

    Highest Expenses | More
    09-19-18

    Longest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 10.90
    Meridian Growth Lega Chad Meade 5.00
    Meridian Small Cap G Chad Meade 4.80
    Meridian Equity Inco Minyoung Sohn 3.90

    Shortest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 3.90
    Meridian Small Cap G Chad Meade 4.80
    Meridian Growth Lega Chad Meade 5.00
    Meridian Contrarian James England 10.90