Meridian Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return8.73-4.9417.1124.572.16
    Category Average3.89-1.989.7722.862.26
    Assets for Each Yr*2.902.162.533.723.86
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.16 11.11 12.66

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,861 mil $2,500 3.71 96.29
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.7 100.13 1.38 Above Avg
    International Stock -- 0.91 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-25-18

      Sector YTD Return % % Net Assets  
    Trinet Group Inc* Industrials 14.37 2.09
    Sally Beauty Holdings Inc* Consumer Cyclical -9.81 1.84
    Kirby Corp* Industrials 24.18 1.57
    Carter's Inc* Consumer Cyclical -10.32 1.44
    Heartland Express Inc* Industrials -21.77 1.44
    MSC Industrial Direct Co Inc Cla* Industrials -8.32 1.38
    Multi-Color Corp* Industrials -9.82 1.37
    Wolverine World Wide Inc* Consumer Cyclical -6.65 1.37
    Kennametal Inc* Industrials -22.14 1.29
    Tennant Co* Industrials 2.01 1.26
    Sensata Technologies Holding N.V* Technology 1.33 1.13
    LPL Financial Holdings Inc* Financial Services 6.28 1.13
    Clean Harbors Inc* Industrials -11.14 1.10
    Forward Air Corp* Industrials -7.97 1.06
    Shutterstock Inc* Technology 16.96 1.06
    ServiceMaster Global Holdings In* Industrials -1.29 1.04
    Polaris Industries Inc* Consumer Cyclical -14.72 1.00
    Cimpress NV* Consumer Cyclical 23.12 1.00
    Proto Labs Inc* Industrials 15.78 0.98
    WisdomTree Investments Inc* Financial Services -21.12 0.97

    Best 5-Year Relative Performance | More
    04-25-18

    Worst 5-Year Relative Performance | More
    04-25-18

    Lowest Expenses | More
    04-25-18

    Highest Expenses | More
    04-25-18

    Longest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 10.50
    Meridian Growth Lega Chad Meade 4.60
    Meridian Small Cap G Chad Meade 4.40
    Meridian Equity Inco Minyoung Sohn 3.50

    Shortest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 3.50
    Meridian Small Cap G Chad Meade 4.40
    Meridian Growth Lega Chad Meade 4.60
    Meridian Contrarian James England 10.50