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Meridian Growth Fund® Legacy Class (MERDX)

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37.71 -0.57    -1.49%
14/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 762.23M
Meridian Growth Legacy 37.71 -0.57 -1.49%

MERDX Overview

 
Find basic information about the Meridian Growth Fund® Legacy Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add MERDX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change25.38%
Prev. Close38.28
Risk Rating
TTM Yield0%
ROE6.24%
IssuerN/A
Turnover33%
ROA0.95%
Inception Date30895
Total Assets762.23M
Expenses0.90%
Min. Investment1,000
Market Cap6.07B
CategorySmall Growth
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Meridian Growth Fund® Legacy Class Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1036 1001 1246 830 1315 2071
Fund Return 3.56% 0.08% 24.56% -6.03% 5.64% 7.55%
Place in category 523 295 504 380 477 339
% in Category 92 47 90 74 91 86

Top Equity Funds by Meridian

  Name Rating Total Assets YTD% 3Y% 10Y%
  Meridian Contrarian Legacy 577.4M 5.79 0.59 9.86
  Meridian Small Cap Growth Instituti 298.34M 6.62 -5.20 -
  Meridian Small Cap Growth Investor 115.38M 8.66 -4.19 9.13
  Meridian Growth Fund Investor Class 19.6M 7.13 -3.87 8.49
  Meridian Contrarian Fund Investor C 15M 7.78 2.93 10.40

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 18.81B 8.97 -0.27 10.31
  Vanguard Small Cap Growth Index Adm 14B 10.85 -2.75 8.72
  Neuberger Berman Genesis R6 5.12B 10.06 1.71 9.99
  T. Rowe Price QM US Small-Cap Gr Eq 4.81B 13.87 2.08 -
  T. Rowe Price Instl Small-Cap Stock 4.72B 8.97 -1.03 9.85

Top Holdings

Name ISIN Weight % Last Change %
  RB Global CA74935Q1072 3.35 92.36 +1.32%
  Trimble US8962391004 3.31 70.74 -2.58%
  Smartsheet US83200N1037 3.10 55.86 0.00%
  CarGurus US1417881091 2.85 35.89 -1.86%
  STERIS IE00BFY8C754 2.82 221.19 -0.49%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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