Meridian Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-4.9417.1124.57-3.779.34
    Category Average-2.8011.7621.04-6.9213.29
    Assets for Each Yr*2.162.533.723.804.19
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 9.34 13.69 10.20

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,190 mil $2,500 1.75 98.25
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 100.08 1.41 Above Avg
    International Stock -- 0.33 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-19

      Sector YTD Return % % Net Assets  
    Sally Beauty Holdings Inc* Consumer Cyclical -14.02 1.77
    MSC Industrial Direct Co Inc Cla* Industrials -5.43 1.24
    Trinet Group Inc* Industrials 65.55 1.21
    Carbonite Inc* Technology -6.57 1.07
    Graphic Packaging Holding Co* Consumer Cyclical 33.36 1.05
    Cinemark Holdings Inc* Consumer Cyclical 8.60 1.01
    Heartland Express Inc* Industrials -0.05 0.99
    Sensata Technologies Holding PLC* Technology 4.15 0.97
    Presidio Inc* Technology 2.84 0.93
    STERIS Ltd* Healthcare 34.39 0.74
    Medidata Solutions Inc* Technology 34.90 0.73
    Matson Inc* Industrials 20.89 0.72
    The Middleby Corp* Industrials 28.97 0.66
    Quidel Corp* Healthcare 17.04 0.63
    PlayAGS Inc* Consumer Cyclical -16.65 0.62
    Wolverine World Wide Inc* Consumer Cyclical -13.11 0.61
    Switch Inc Class A* Technology 90.55 0.61
    Heron Therapeutics Inc* Healthcare -29.72 0.58
    Cornerstone OnDemand Inc* Technology 10.03 0.55
    Nuance Communications Inc* Technology 26.38 0.51

    Best 5-Year Relative Performance | More
    06-18-19

    Worst 5-Year Relative Performance | More
    06-18-19

    Lowest Expenses | More
    06-18-19

    Highest Expenses | More
    06-18-19

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 17.50
    Meridian Growth Lega Chad Meade 5.80
    Meridian Small Cap G Chad Meade 5.50
    Meridian Enhanced Eq Minyoung Sohn 4.60

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Enhanced Eq Minyoung Sohn 4.60
    Meridian Small Cap G Chad Meade 5.50
    Meridian Growth Lega Chad Meade 5.80
    Meridian Contrarian James England 17.50