Meridian Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return30.058.73-4.9417.114.00
    Category Average39.223.89-1.989.775.05
    Assets for Each Yr*3.092.902.162.532.68
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 4.00 8.27 11.23

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,679 mil $2,500 5.10 94.90
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 100.03 1.42 Above Avg
    International Stock -- 1.47 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-29-17

      Sector YTD Return % % Net Assets  
    Clean Harbors Inc* Industrials -1.46 1.78
    Sally Beauty Holdings Inc* Consumer Cyclical -23.16 1.58
    Cadence Design Systems Inc* Technology 24.98 1.53
    National CineMedia Inc* Consumer Cyclical -13.24 1.48
    CEB Inc* Industrials 30.63 1.40
    2U Inc* Technology 27.26 1.38
    Trinet Group Inc* Industrials 10.66 1.34
    Heartland Express Inc* Industrials -2.06 1.31
    Trimble Inc* Technology 5.04 1.30
    ServiceMaster Global Holdings In* Industrials 9.16 1.29
    INC Research Holdings Inc A* Healthcare -16.73 1.26
    Hibbett Sports Inc* Consumer Cyclical -20.24 1.24
    Endologix Inc* Healthcare 23.51 1.20
    LPL Financial Holdings Inc* Financial Services 12.41 1.16
    Heico Corp Class A* Industrials 9.35 1.16
    Microsoft Corp* Technology 5.99 1.14
    Barracuda Networks Inc* Technology 10.08 1.13
    Sensata Technologies Holding N.V* Technology 11.55 1.10
    Grand Canyon Education Inc* Consumer Defensive 21.03 1.09
    Wolverine World Wide Inc* Consumer Cyclical 16.95 1.09

    Best 5-Year Relative Performance | More
    03-29-17

    Worst 5-Year Relative Performance | More
    03-29-17

    Lowest Expenses | More
    03-29-17

    Highest Expenses | More
    03-29-17

    Longest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 9.40
    Meridian Growth Lega Chad Meade 3.60
    Meridian Small Cap G Chad Meade 3.30
    Meridian Equity Inco Minyoung Sohn 2.40

    Shortest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 2.40
    Meridian Small Cap G Chad Meade 3.30
    Meridian Growth Lega Chad Meade 3.60
    Meridian Contrarian James England 9.40