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Meridian Growth Legacy

MERDX
35.09
+0.11
+0.31%
8/29/2016
5 Years
  • Previous Close

    34.98

  • Net Assets

    1.21B

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    0.84%

  • Category

    Small Growth

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Meridian

Fund Style

Open

Fund Manager

Chad Meade

Investment Style

Small Growth

The investment seeks long-term growth of capital. Under normal circumstances, the fund emphasizes small- and mid-capitalization growth companies that the Investment Adviser believes may have prospects for above-average growth in revenues and earnings because of many factors, including high sales growth, high unit growth and industry growth, high or improving returns on assets and equity and a strong balance sheet. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

8/1/1984

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