Meridian Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return8.73-4.9417.1124.57--
    Category Average3.89-1.989.7722.862.51
    Assets for Each Yr*2.902.162.533.723.72
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 24.57 11.52 14.42

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,723 mil $2,500 4.10 95.90
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 100.13 1.38 Above Avg
    International Stock -- 1.15 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

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

      Sector YTD Return % % Net Assets  
    Trinet Group Inc* Industrials -4.78 1.74
    Carter's Inc* Consumer Cyclical 1.49 1.64
    2U Inc* Technology 9.89 1.40
    ServiceMaster Global Holdings In* Industrials 3.06 1.36
    Wolverine World Wide Inc* Consumer Cyclical 2.16 1.32
    Clean Harbors Inc* Industrials 0.77 1.28
    Kirby Corp* Industrials 11.08 1.24
    Heartland Express Inc* Industrials -0.60 1.19
    LPL Financial Holdings Inc* Financial Services 2.38 1.18
    Forward Air Corp* Industrials 6.02 1.15
    INC Research Holdings Inc A* Healthcare -8.72 1.14
    Sensata Technologies Holding N.V* Technology 7.10 1.13
    Shutterstock Inc* Technology 4.23 1.10
    Multi-Color Corp* Industrials 9.08 1.09
    Grand Canyon Education Inc* Consumer Defensive 3.83 1.08
    Polaris Industries Inc* Consumer Cyclical 6.67 1.07
    Cadence Design Systems Inc* Technology 7.46 1.01
    Proto Labs Inc* Industrials 5.34 0.99
    Trimble Inc* Technology 8.46 0.97
    STERIS PLC* Healthcare 4.53 0.94

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

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

    Lowest Expenses | More
    01-18-18

    Highest Expenses | More
    01-18-18

    Longest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Contrarian James England 10.20
    Meridian Growth Lega Chad Meade 4.40
    Meridian Small Cap G Chad Meade 4.10
    Meridian Equity Inco Minyoung Sohn 3.20

    Shortest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Meridian Equity Inco Minyoung Sohn 3.20
    Meridian Small Cap G Chad Meade 4.10
    Meridian Growth Lega Chad Meade 4.40
    Meridian Contrarian James England 10.20