Meridian Fund Family Report
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  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return8.73-4.9417.1124.5710.02
    Category Average3.89-1.989.7722.8610.20
    Assets for Each Yr*2.902.162.533.724.27
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 10.02 13.57 14.04

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,271 mil $2,500 3.43 96.57
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.6 100.13 1.38 Above Avg
    International Stock -- 0.73 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-16-18

      Sector YTD Return % % Net Assets  
    Multi-Color Corp* Industrials -11.09 1.53
    Clean Harbors Inc* Industrials 4.65 1.48
    MSC Industrial Direct Co Inc Cla* Industrials -13.86 1.27
    Sensata Technologi* Technology -1.51 1.11
    Kennametal Inc* Industrials -24.29 1.10
    ServiceMaster Global Holdings In* Industrials 20.62 1.01
    Monro Inc* Consumer Cyclical 16.91 1.00
    SS&C Technologies Holdings Inc* Technology 33.79 0.98
    LPL Financial Holdings Inc* Financial Services 17.41 0.87
    Proto Labs Inc* Industrials 25.92 0.77
    Syneos Health Inc A* Healthcare 12.39 0.73
    Cimpress NV* Consumer Cyclical 24.37 0.71
    WisdomTree Investments Inc* Financial Services -26.29 0.69
    Under Armour Inc C* Consumer Cyclical 50.98 0.65
    HealthEquity Inc* Technology 71.84 0.58
    Dunkin' Brands Group Inc* Consumer Cyclical 12.25 0.58
    CDW Corp* Technology 22.84 0.57
    Medidata Solutions Inc* Technology 32.30 0.57
    Nevro Corp* Healthcare -14.96 0.56
    Westinghouse Air Brake Technolog* Industrials 26.48 0.55

    Best 5-Year Relative Performance | More
    07-16-18

    Worst 5-Year Relative Performance | More
    07-16-18

    Lowest Expenses | More
    07-16-18

    Highest Expenses | More
    07-16-18

    Longest Manager Tenure | More
    07-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 10.70
    Meridian Growth Lega Chad Meade 4.90
    Meridian Small Cap G Chad Meade 4.60
    Meridian Equity Inco Minyoung Sohn 3.70

    Shortest Manager Tenure | More
    07-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 3.70
    Meridian Small Cap G Chad Meade 4.60
    Meridian Growth Lega Chad Meade 4.90
    Meridian Contrarian James England 10.70