Meridian Growth
(MERDX)
+0.11
+0.24%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 45.11 |
| Category | Mid-Cap Growth |
| Net Assets | 2.14 Bil |
| Yield | 0.31% |
| Morningstar Risk | Below Average |
| Morningstar Return | Above Average |
- Last NAV update 5/21/2013 4:00 PM ET
| NA |
|---|
| The investment seeks long-term growth of capital. Under normal circumstances, the fund emphasizes growth companies that the investment adviser believes may have prospects for above-average growth in revenues and earnings because of many factors, including high sales growth, high unit growth, and industry growth, high or improving returns on assets and equity and a strong balance sheet. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 36.17% | 31.36% | 1.07% | 12.27% | 13.40% |
| Value ($) | 13,617.00 | 17,887.29 | 18,078.68 | 20,296.93 | 23,016.72 |
- Year to date performance as of 5/19/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Meridian |
| Fund Manager | William Tao |
| Tenure (Years) | 6 |
| Fund Status | Open |
| Minimum Initial Purchase | 1,000.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 0.88% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 6.90% |
| 3 Months | 6.09% |
| 1 Year | 23.40% |
| 3 Years* | 18.31% |
| 5 Years* | 10.61% |
- * Annualized returns
- Performance as of 5/19/2013 8:00 PM ET
| MERDX | Mid-Cap Growth | |
|---|---|---|
| 5-Yr Return | 10.61% | 5.29% |
| Sharpe Ratio | 0.82 | 0.69 |
| Net Assets | 2.14 Bil | 359.02 Mil |
| Avg Market Cap | 5.84 Bil | 6.91 Bil |
| Avg P/E | 21.98 | 18.56 |
| Portfolio Turnover | 25 | 72 |
| Symbol | Value ($) |
|---|---|
| Stocks | 94.60% |
| Cash | 5.40% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| SBA Communications Corp | 3.38% |
| Brown & Brown, Inc. | 3.21% |
| Trimble Navigation Ltd. | 3.07% |
| PetSmart Inc. | 3.01% |
| LKQ Corporation | 2.71% |
| Valspar Corporation | 2.69% |
| Affiliated Managers Group Inc | 2.56% |
| DENTSPLY International, Inc. | 2.54% |
| Pall Corporation | 2.41% |
| Ametek, Inc. | 2.35% |
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Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
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