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Meridian Growth Fund® Legacy Class (MERDX)

US Funds

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32.52 -0.98 -2.93%

10/10 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 532.15M

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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	1.80	1.80
Shares	93.79	93.79
Preferred	4.41	4.41

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.17	23.13
Price to Book	2.60	3.23
Price to Sales	2.13	2.19
Price to Cash Flow	11.09	12.98
Dividend Yield	0.49	0.63
5 Years Earnings Growth	13.17	13.87

Sector Allocation

Name	Net %	Category Average
Healthcare	30.35	19.77
Technology	27.05	24.26
Industrials	20.50	20.81
Consumer Cyclical	12.60	11.22
Communication Services	4.28	2.19
Financial Services	1.98	10.11
Energy	1.87	3.44
Consumer Defensive	0.82	4.27
Basic Materials	0.56	3.16

Region Allocation

Equities

North America
Latin America
Europe Developed
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 89

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
RB Global	CA74935Q1072	2.93	104.00	+0.25%
Trimble	US8962391004	2.75	75.63	-4.50%
CarGurus	US1417881091	2.68	33.50	-1.44%
Euronet	US2987361092	2.25	83.11	-3.53%
Doximity Inc Class A	-	2.25	-	-
Churchill Downs	US1714841087	2.22	90.02	-1.19%
GLOBALFOUNDRIES Inc	-	2.14	-	-
Align	US0162551016	2.04	125.79	-4.61%
Sprout Social	US85209W1099	2.03	10.85	-7.58%
Federal Signal	US3138551086	2.03	115.94	-1.60%

Top Equity Funds by Meridian

Name	Total Assets	YTD%	3Y%	10Y%
Meridian Contrarian Legacy	579.51M	14.81	15.42	12.35
Meridian Small Cap Growth Instituti	247.98M	-12.20	-2.39	6.47
Meridian Small Cap Growth Investor	62.98M	3.76	3.04	8.91
Meridian Growth Fund Investor Class	10.98M	4.12	-0.42	8.30
Meridian Small Cap Growth Fund Lega	10.91M	3.72	3.06	8.97

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