Meridian Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-4.9417.1124.57-3.77--
    Category Average-1.989.7722.86-6.124.16
    Assets for Each Yr*2.162.533.723.803.80
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -3.77 11.97 7.73

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,798 mil $2,500 2.16 97.84
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 100.08 1.43 Above Avg
    International Stock -- 0.46 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    MSC Industrial Direct Co Inc Cla* Industrials 9.14 1.18
    Tennant Co* Industrials 11.25 1.11
    Sensata Technologies Holding PLC* Technology 5.80 0.96
    Carbonite Inc* Technology 11.52 0.87
    Presidio Inc* Technology 13.95 0.85
    National CineMedia Inc* Consumer Cyclical 8.64 0.66
    Immunomedics Inc* Healthcare -6.73 0.65
    Under Armour Inc C* Consumer Cyclical 14.72 0.53
    AxoGen Inc* Healthcare -21.54 0.50
    Mednax Inc* Healthcare 11.48 0.47
    Viking Therapeutics Inc* Healthcare 14.77 0.46
    Revance Therapeutics Inc* Healthcare -11.53 0.44
    Benefitfocus Inc* Technology 18.00 0.41
    Casey's General Stores Inc* Consumer Defensive 4.60 0.40
    Microsoft Corp* Technology 6.05 0.36
    Advanced Micro Devices Inc* Technology 12.51 0.32
    CareDx Inc* Healthcare -2.07 0.32
    Citizens Financial Group Inc* Financial Services 19.17 0.32
    The Cooper Companies Inc* Healthcare 5.96 0.32
    Lions Gate Entertainment Corp B* Consumer Cyclical 16.13 0.30

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 11.20
    Meridian Growth Lega Chad Meade 5.40
    Meridian Small Cap G Chad Meade 5.10
    Meridian Enhanced Eq Minyoung Sohn 4.20

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Enhanced Eq Minyoung Sohn 4.20
    Meridian Small Cap G Chad Meade 5.10
    Meridian Growth Lega Chad Meade 5.40
    Meridian Contrarian James England 11.20