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Meridian Growth Fund® Legacy Class (MERDX)

US Funds

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33.54 -0.07 -0.21%

08/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 570.81M

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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	5.10	5.10
Shares	90.56	90.56
Preferred	4.34	4.34

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.37	22.70
Price to Book	2.46	3.20
Price to Sales	1.91	2.15
Price to Cash Flow	10.33	12.59
Dividend Yield	0.47	0.63
5 Years Earnings Growth	11.58	14.01

Sector Allocation

Name	Net %	Category Average
Healthcare	30.39	19.93
Technology	26.80	24.26
Industrials	22.10	20.54
Consumer Cyclical	10.81	11.14
Communication Services	4.81	2.19
Energy	2.40	3.56
Financial Services	1.89	10.08
Basic Materials	0.65	3.24
Consumer Defensive	0.15	4.46

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	3.61	114.11	+2.79%
Euronet	US2987361092	2.70	91.63	+0.42%
Churchill Downs	US1714841087	2.51	100.90	-1.24%
CarGurus	US1417881091	2.48	29.11	-7.32%
Trimble	US8962391004	2.44	83.77	+1.51%
Ziff Davis	US48123V1026	2.35	36.68	-2.68%
Waystar Holding	US9467841055	2.24	34.59	+2.01%
Alight Inc Class A	-	2.11	-	-
Cooper	US2166485019	2.09	70.29	+1.58%
STERIS	IE00BFY8C754	2.08	242.85	+2.80%

Top Equity Funds by Meridian

Name	Total Assets	YTD%	3Y%	10Y%
Meridian Contrarian Legacy	564.27M	9.41	9.00	10.70
Meridian Small Cap Growth Instituti	256.12M	-12.20	-2.39	6.47
Meridian Small Cap Growth Investor	71.68M	3.76	3.04	8.91
Meridian Growth Fund Investor Class	12.11M	4.12	-0.42	8.30
Meridian Small Cap Growth Fund Lega	10.63M	3.72	3.06	8.97

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Recent Quotes

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Meridian Growth L.	33.54	-0.07	-0.21%
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