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Meridian Growth Fund® Investor Class (0P0000ZE9B)

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Condition

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32.730 +0.400    +1.24%
14/10 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 11.25M
Meridian Growth Fund Investor Class 32.730 +0.400 +1.24%

0P0000ZE9B Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Meridian Growth Fund Investor Class (0P0000ZE9B) fund. Our Meridian Growth Fund Investor Class portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 4.410 4.410 0.000
Shares 92.840 92.840 0.000
Preferred 2.740 2.740 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.369 23.125
Price to Book 2.490 3.230
Price to Sales 2.145 2.189
Price to Cash Flow 6.740 12.979
Dividend Yield 0.427 0.626
5 Years Earnings Growth 12.324 13.873

Sector Allocation

Name  Net % Category Average
Healthcare 30.880 19.768
Technology 27.520 24.259
Industrials 19.880 20.806
Consumer Cyclical 11.550 11.221
Communication Services 5.410 2.192
Energy 2.450 3.436
Financial Services 1.730 10.112
Basic Materials 0.580 3.164

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 89

Number of short holdings: 1

Name ISIN Weight % Last Change %
  RB Global CA74935Q1072 3.58 105.13 -0.62%
  Trimble US8962391004 3.06 78.72 +0.87%
  CarGurus US1417881091 2.97 35.04 +0.14%
  Ziff Davis US48123V1026 2.95 36.93 -0.38%
  Churchill Downs US1714841087 2.88 86.85 -1.78%
  STERIS IE00BFY8C754 2.56 236.76 -0.44%
Alight Inc Class A - 2.55 - -
  Euronet US2987361092 2.52 85.58 -2.43%
  Okta US6792951054 2.31 88.35 -0.82%
  Generac US3687361044 2.06 191.67 +4.27%

Top Equity Funds by Meridian

  Name Rating Total Assets YTD% 3Y% 10Y%
  Meridian Contrarian Legacy 602.38M 14.81 15.42 12.35
  Meridian Growth Legacy 544.37M -5.94 6.46 7.69
  Meridian Small Cap Growth Instituti 255.07M -12.20 -2.39 6.47
  Meridian Small Cap Growth Investor 64.77M 3.76 3.04 8.91
  Meridian Small Cap Growth Fund Lega 11.02M 3.72 3.06 8.97
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