Meridian Growth Legacy
(MERDX)
US Markets Closed
AdChoices
37.34
+0.43
+1.17%
:

Previous Close

36.91

Net Assets

1.95B

Yield

0.00%

Front load

None

Expenses

0.86%

Category

Mid-Cap Growth

Morningstar Risk

Below Average

Morningstar Rating ★★★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • MERDX

  • Category

    • 2013

    • 28.53%

    • -

    • 2012

    • 12.27%

    • -

    • 2011

    • 1.07%

    • -

    • 2010

    • 31.36%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 10.13%

      • 12.83%

      • 6.21%

      • Q2

      • 1.14%

      • -4.07%

      • 0.53%

      • Q3

      • 6.95%

      • 2.20%

      • -17.75%

      • Q4

      • 7.89%

      • 1.50%

      • 15.08%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Sensata Technologies Holding N.V.

        • 2.62

        • 1,148,575

        • -193,421

        • Gartner Inc Class A

        • 2.47

        • 716,923

        • 0

        • Cadence Design Systems Inc

        • 2.36

        • 2,763,892

        • -771,568

        • SS&C Technologies Holdings Inc

        • 2.18

        • 1,011,788

        • 0

        • Jones Lang LaSalle Inc

        • 2.17

        • 351,227

        • 0

        • Clean Harbors Inc

        • 2.15

        • 686,055

        • -385,572

        • Heico Corp Class A

        • 2.14

        • 1,079,430

        • 0

        • Wolverine World Wide Inc

        • 2.14

        • 1,680,242

        • -478,525

        • Cooper Companies

        • 2.11

        • 318,603

        • 0

        • VistaPrint Ltd

        • 2.02

        • 1,024,678

        • 129,538

        • Name

        • Rating

        • YTD Return %

          • Akre Focus Instl

          • ★★★★★
          • 4.05

          • PRIMECAP Odyssey Aggressive Growth

          • ★★★★★
          • 6.81

          • T. Rowe Price Mid-Cap Growth

          • ★★★★★
          • 5.17

          • Hennessy Focus Investor

          • ★★★★★
          • 1.80

          • Nicholas

          • ★★★★★
          • 6.38

          • Aquila Three Peaks Opportunity Growth I

          • ★★★★★
          • 8.88

          • HSBC Opportunity A Load Waived

          • ★★★★★
          • 1.87

          • Hennessy Focus Institutional

          • ★★★★★
          • 2.07

          • Wells Fargo Advantage Discovery Instl

          • ★★★★★
          • -4.31

          • RS Mid Cap Growth Y

          • ★★★★★
          • 0.16

          • Name

          • MERDX

          • Category

            • Expense Ratio

            • 0.86%

            • 1.33%

            • Net Assets

            • 1.95B

            • 427.77M

            • Dividend Yield

            • 0.57%

            • 0.68

            • Price/Book

            • 3.72

            • 3.28

            • Price/Sales

            • 1.63

            • 1.84

            • Price/Cash Flow

            • 13.79

            • 12.24

            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, 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
            Front load None
            Back Load None

            Inception

            8/1/1984