Meridian Growth Fund� Legacy Class

 (MUTF:MERDX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.69%
   
1 week   +1.46%
   
4 week   +2.09%
   
3 month   +6.34%
   
YTD   +15.38%
   
1 year   +20.12%
   
3 years*   +11.59%
   
5 years*   +14.08%
   
*annualized
Best 3 month return+24.45%  
Worst 3 month return-29.56%  

Morningstar statistics

Morningstar category: Small Growth
  Return Risk Rating
3 years Above Average Below Average
5 years Average Low
10 years High Low
Overall Above Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.47B 
Front load-  
Deferred load-  
Expense ratio0.86%  
Management fee-  
Fund familyMeridian 

Asset allocation

Cash4.41%  
Stocks95.15%  
Bonds0.00%  
Other0.44%  

Purchase information

Initial$1,000  
Additional$50  
40.95+0.28(0.69%)
Jul 24, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital. Under normal circumstances, the fund emphasizes small- and mid-capitalization growth companies that the Investment Adviser believes may have prospects for above-average growth in revenues and earnings because of many factors, including high sales growth, high unit growth and industry growth, high or improving returns on assets and equity and a strong balance sheet. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.
Fund filings (PDF) »
Asset managers:
Chad Meade (Started: Sep 5, 2013)
Brian Schaub (Started: Sep 5, 2013)
Advisor Company:
ArrowMark Colorado Holdings, LLC (ArrowMark Partners)
Fund family reports on Morningstar »
Meridian, 660 E. Sir Francis Drake Blvd., Suite 306, Larkspur, CA, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.06 0.58 -1.30 2.11
Beta* 1.38 1.04 0.99 0.99
Mean annual return 1.82 0.89 1.06 0.85
R-squared* 54.24 64.96 62.43 82.48
Standard deviation 11.44 13.33 11.95 16.55
Sharpe ratio 1.86 0.78 1.05 0.58
* Against standard index

Top 10 holdings

Security Net Assets  
ServiceMaster Global Holdings Inc (SERV) 3.04%  
CEB Inc (CEB) 2.86%  
LPL Financial Holdings Inc (LPLA) 2.42%  
Sensata Technologies Holding N.V. (ST) 2.38%  
Trinet Group Inc (TNET) 2.20%  
Carter's Inc (CRI) 2.19%  
Clean Harbors Inc (CLH) 2.11%  
INC Research Holdings Inc A (INCR) 2.08%  
Sally Beauty Holdings Inc (SBH) 2.07%  
Cadence Design Systems Inc (CDNS) 2.06%