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Meridian Growth Legacy Fund (MERDX)

Fund performance review and position details on Meridian Growth Legacy Fund (MERDX)

    Last Trade: $ on , Change: (0%)

Meridian Growth Legacy Fund (MERDX) HighlightMeridian Growth Legacy Fund (MERDX) Fund Summary

Meridian Growth Legacy Fund (MERDX) statistics as of May 30, 2016

Category: Small Growth
Fund Family: Meridian
Net Asset: $1.25B
Yield: 0%
Year-to-Date Return: 5.64%
Morningstar rating: 4

 

Meridian Growth Legacy Fund (MERDX) CostMeridian Growth Legacy Fund (MERDX) Cost

Meridian Growth Legacy Fund (MERDX) various investment related cost

Initial Investment: 1,000
Total Expense Ratio (Small Growth average): 0.84% (1.31%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 0%

 

Meridian Growth Legacy Fund (MERDX) PerformanceMeridian Growth Legacy Fund (MERDX) Performance

Most current Meridian Growth Legacy Fund (MERDX) Performance

1-month Performance (Small Growth category median performance): 1.25% (2.60%)
3-month Performance (Small Growth category median performance): 11.79% (11.52%)
1 Year Performance (Small Growth category median performance): -2.79% (-7.74%)
3 Year Performance (Small Growth category median performance): 8.04% (6.86%)
5 Year Performance (Small Growth category median performance): 8.08% (7.01%)
Number of Years of positive return: 27 years
Number of Years of negative return: 4 years
3 year Alpha (Small Growth category average): -2.02 (-3.8)
3 year Beta (Small Growth category average): 0.95 (1.06)
3 year Sharpe Ratio: 0.65
3 year Treynor: 8.37

Meridian Growth Legacy Fund (MERDX) topholdingTop Stock Holdings in Meridian Growth Legacy Fund (MERDX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Clean Harbors, Inc. Common Stoc3.14%0.00%
Cadence Design Systems, Inc.3.07%0.00%
Sally Beauty Holdings, Inc. (Na2.99%0.00%
ServiceMaster Global Holdings, 2.63%0.00%
National CineMedia, Inc.2.58%0.00%
Trimble Navigation Limited2.42%0.00%
Heico Corp Class A2.29%0.00%
CEB Inc. Common Stock2.12%0.00%
MSC Industrial Direct Company, 2.08%0.00%
*Note: The price change will reset to 0 after the midnight

 

Meridian Growth Legacy Fund (MERDX) Portfolio AllocationMeridian Growth Legacy Fund (MERDX) Fund Portfolio Allocation

Meridian Growth Legacy Fund (MERDX) Fund Portfolio Allocation data as of 03/2016

Stock92.77%
Bond0%
Cash7.13%
Other0.1%

 

Meridian Growth Legacy Fund (MERDX) CompareCompare with other Small Growth category mutual funds

Below are some additional Small Growth mutual funds generated out of our database

Fund1 Year3 year5 year
Meridian Growth Legacy-2.798.048.08
Thrivent Small Cap Stock A (AASMX)-2.128.136.23 Compare
Invesco Small Cap Growth A (GTSAX)-6.349.449.20 Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.9610.719.36 Compare

See top fund managers for Small Growth Category Funds

 

Meridian Growth Legacy Fund (MERDX) PerformanceOther Financial Data Web Sites on Meridian Growth Legacy Fund (MERDX)

Addition research sites for Meridian Growth Legacy Fund (MERDX)

 

Meridian Growth Legacy Fund (MERDX) Related ResourcesSee more information on Meridian Growth Legacy (MERDX) Fund

Popular pages on Meridian Growth Legacy (MERDX) Fund

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