Meridian Growth Fund® Legacy Class
MERDX
NASDAQ
| Weiss Ratings | MERDX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | MERDX-NASDAQ | Click to Compare |
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| Provider | Meridian | |||
| Manager/Tenure (Years) | Chad Meade (11), Brian Schaub (11) | |||
| Website | http://www.meridianfund.com | |||
| Fund Information | MERDX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 0.00% | |||
| Dividend | MERDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.47% | |||
| Asset Allocation | MERDX-NASDAQ | Click to Compare |
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| Cash | 5.10% | |||
| Stock | 90.56% | |||
| U.S. Stock | 85.87% | |||
| Non-U.S. Stock | 4.69% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 4.34% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MERDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.38% | |||
| 30-Day Total Return | 1.48% | |||
| 60-Day Total Return | 5.10% | |||
| 90-Day Total Return | -3.64% | |||
| Year to Date Total Return | -7.70% | |||
| 1-Year Total Return | -2.66% | |||
| 2-Year Total Return | 1.48% | |||
| 3-Year Total Return | 0.63% | |||
| 5-Year Total Return | 21.52% | |||
| Price | MERDX-NASDAQ | Click to Compare |
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| 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 |
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| Nav | $33.54 | |||
| 1-Month Low NAV | $32.61 | |||
| 1-Month High NAV | $34.88 | |||
| 52-Week Low NAV | $29.37 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $38.90 | |||
| 52-Week High Price (Date) | Dec 02, 2024 | |||
| Beta / Standard Deviation | MERDX-NASDAQ | Click to Compare |
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| Beta | 0.90 | |||
| Standard Deviation | 20.54 | |||
| Balance Sheet | MERDX-NASDAQ | Click to Compare |
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| Total Assets | 807.41M | |||
| Operating Ratios | MERDX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.91% | |||
| Turnover Ratio | 33.00% | |||
| Performance | MERDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.65% | |||
| Last Bear Market Total Return | -22.24% | |||