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Meridian Growth Fund® Legacy Class (MERDX)

US Funds

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32.29 -0.01 -0.03%

25/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 591.22M

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MERDX Holdings

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

Asset Allocation

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Name	Net %	Long %
Cash	4.41	4.41
Shares	92.84	92.84
Preferred	2.74	2.74

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.37	22.45
Price to Book	2.49	3.20
Price to Sales	2.14	2.19
Price to Cash Flow	6.74	12.53
Dividend Yield	0.43	0.64
5 Years Earnings Growth	12.32	14.34

Sector Allocation

Name	Net %	Category Average
Healthcare	30.88	20.27
Technology	27.52	24.04
Industrials	19.88	20.26
Consumer Cyclical	11.55	11.34
Communication Services	5.41	2.19
Energy	2.45	3.72
Financial Services	1.73	9.89
Basic Materials	0.58	3.31

Region Allocation

Equities

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	98.98	+0.25%
Trimble	US8962391004	3.06	61.71	+0.10%
CarGurus	US1417881091	2.97	28.49	+0.74%
Ziff Davis	US48123V1026	2.95	30.95	-0.39%
Churchill Downs	US1714841087	2.88	88.35	+0.41%
STERIS	IE00BFY8C754	2.56	225.00	-0.60%
Alight Inc Class A	-	2.55	-	-
Euronet	US2987361092	2.52	96.79	-2.17%
Okta	US6792951054	2.31	103.38	+1.81%
Generac	US3687361044	2.06	112.89	-0.81%

Top Equity Funds by Meridian

Name	Total Assets	YTD%	3Y%	10Y%
Meridian Contrarian Legacy	481.18M	-7.59	-0.02	8.47
Meridian Small Cap Growth Instituti	236.79M	-12.20	-2.39	6.47
Meridian Small Cap Growth Investor	69.66M	3.76	3.04	8.91
Meridian Growth Fund Investor Class	14.14M	4.12	-0.42	8.30
Meridian Small Cap Growth Fund Lega	10.59M	3.72	3.06	8.97

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Recent Quotes

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Meridian Growth L.	32.29	-0.01	-0.03%
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WL TianTianXin MM.	1.000	0.000	0.00%
Fidelity Canadian.	10.087	+0.001	+0.00%