Meridian Growth Fund® Legacy Class
MERDX
NASDAQ
| Weiss Ratings | MERDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | MERDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Meridian | |||
| Manager/Tenure (Years) | Chad Meade (12), Brian Schaub (12) | |||
| Website | http://www.meridianfund.com | |||
| Fund Information | MERDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Meridian Growth Fund® Legacy Class | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Aug 01, 1984 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MERDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | MERDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.32% | |||
| Asset Allocation | MERDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.19% | |||
| Stock | 94.14% | |||
| U.S. Stock | 91.82% | |||
| Non-U.S. Stock | 2.32% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 4.67% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MERDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.74% | |||
| 30-Day Total Return | -8.03% | |||
| 60-Day Total Return | -6.27% | |||
| 90-Day Total Return | -8.39% | |||
| Year to Date Total Return | -2.59% | |||
| 1-Year Total Return | -4.36% | |||
| 2-Year Total Return | -10.01% | |||
| 3-Year Total Return | 4.94% | |||
| 5-Year Total Return | -22.30% | |||
| Price | MERDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MERDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $30.46 | |||
| 1-Month Low NAV | $30.05 | |||
| 1-Month High NAV | $33.12 | |||
| 52-Week Low NAV | $27.97 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $35.03 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | MERDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.16 | |||
| Standard Deviation | 17.71 | |||
| Balance Sheet | MERDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 478.88M | |||
| Operating Ratios | MERDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.91% | |||
| Turnover Ratio | 49.00% | |||
| Performance | MERDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 4.02% | |||
| Last Bear Market Total Return | -22.24% | |||