Meridian Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return30.058.73-4.9417.117.42
    Category Average39.223.89-1.989.777.96
    Assets for Each Yr*3.092.902.162.532.86
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 7.42 10.39 11.30

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,858 mil $2,500 5.06 94.94
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 100.11 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
    05-26-17

      Sector YTD Return % % Net Assets  
    Clean Harbors Inc* Industrials 4.06 1.78
    Sally Beauty Holdings Inc* Consumer Cyclical -32.93 1.58
    Cadence Design Systems Inc* Technology 38.50 1.53
    National CineMedia Inc* Consumer Cyclical -46.37 1.48
    2U Inc* Technology 44.51 1.38
    Trinet Group Inc* Industrials 20.22 1.34
    Heartland Express Inc* Industrials -4.67 1.31
    Trimble Inc* Technology 18.61 1.30
    ServiceMaster Global Holdings In* Industrials 0.13 1.29
    INC Research Holdings Inc A* Healthcare 7.89 1.26
    Hibbett Sports Inc* Consumer Cyclical -36.19 1.24
    Endologix Inc* Healthcare -17.31 1.20
    LPL Financial Holdings Inc* Financial Services 14.14 1.16
    Heico Corp Class A* Industrials 15.06 1.16
    Microsoft Corp* Technology 13.84 1.14
    Barracuda Networks Inc* Technology 4.67 1.13
    Sensata Technologies Holding N.V* Technology 3.98 1.10
    Grand Canyon Education Inc* Consumer Defensive 32.28 1.09
    Wolverine World Wide Inc* Consumer Cyclical 18.50 1.09
    Tennant Co* Industrials -0.11 1.08

    Best 5-Year Relative Performance | More
    05-26-17

    Worst 5-Year Relative Performance | More
    05-26-17

    Lowest Expenses | More
    05-26-17

    Highest Expenses | More
    05-26-17

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 9.60
    Meridian Growth Lega Chad Meade 3.70
    Meridian Small Cap G Chad Meade 3.40
    Meridian Equity Inco Minyoung Sohn 2.60

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 2.60
    Meridian Small Cap G Chad Meade 3.40
    Meridian Growth Lega Chad Meade 3.70
    Meridian Contrarian James England 9.60