Meridian Fund Family Report
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  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return30.058.73-4.9417.1111.25
    Category Average39.223.89-1.989.7710.90
    Assets for Each Yr*3.092.902.162.533.01
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 11.25 9.62 12.88

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,010 mil $2,500 5.05 94.95
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 100.11 1.42 Above Avg
    International Stock -- 1.48 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-25-17

      Sector YTD Return % % Net Assets  
    Clean Harbors Inc* Industrials 3.77 1.77
    Sally Beauty Holdings Inc* Consumer Cyclical -24.79 1.58
    Cadence Design Systems Inc* Technology 45.28 1.53
    National CineMedia Inc* Consumer Cyclical -45.96 1.47
    2U Inc* Technology 66.70 1.38
    Trinet Group Inc* Industrials 30.76 1.34
    Heartland Express Inc* Industrials 7.02 1.31
    Trimble Inc* Technology 28.66 1.29
    ServiceMaster Global Holdings In* Industrials 5.36 1.29
    INC Research Holdings Inc A* Healthcare 7.79 1.26
    Hibbett Sports Inc* Consumer Cyclical -62.06 1.24
    Endologix Inc* Healthcare -7.17 1.20
    LPL Financial Holdings Inc* Financial Services 32.06 1.16
    Heico Corp Class A* Industrials 29.20 1.16
    Microsoft Corp* Technology 20.65 1.14
    Barracuda Networks Inc* Technology 9.71 1.13
    Sensata Technologies Holding N.V* Technology 19.90 1.10
    Grand Canyon Education Inc* Consumer Defensive 31.04 1.09
    Wolverine World Wide Inc* Consumer Cyclical 28.06 1.09
    Tennant Co* Industrials 5.72 1.08

    Best 5-Year Relative Performance | More
    07-25-17

    Worst 5-Year Relative Performance | More
    07-25-17

    Lowest Expenses | More
    07-25-17

    Highest Expenses | More
    07-25-17

    Longest Manager Tenure | More
    07-25-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 9.70
    Meridian Growth Lega Chad Meade 3.90
    Meridian Small Cap G Chad Meade 3.60
    Meridian Equity Inco Minyoung Sohn 2.70

    Shortest Manager Tenure | More
    07-25-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 2.70
    Meridian Small Cap G Chad Meade 3.60
    Meridian Growth Lega Chad Meade 3.90
    Meridian Contrarian James England 9.70