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 (12), Brian Schaub (12) | |||
| 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) | 0.39% | |||
| Asset Allocation | MERDX-NASDAQ | Click to Compare |
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| Cash | 1.84% | |||
| Stock | 93.31% | |||
| U.S. Stock | 89.33% | |||
| Non-U.S. Stock | 3.98% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 4.85% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MERDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.83% | |||
| 30-Day Total Return | 5.75% | |||
| 60-Day Total Return | 2.92% | |||
| 90-Day Total Return | -2.25% | |||
| Year to Date Total Return | -5.97% | |||
| 1-Year Total Return | -5.57% | |||
| 2-Year Total Return | 2.64% | |||
| 3-Year Total Return | 14.70% | |||
| 5-Year Total Return | -5.13% | |||
| 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 | $34.17 | |||
| 1-Month Low NAV | $32.14 | |||
| 1-Month High NAV | $35.03 | |||
| 52-Week Low NAV | $29.37 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $38.36 | |||
| 52-Week High Price (Date) | Feb 13, 2025 | |||
| Beta / Standard Deviation | MERDX-NASDAQ | Click to Compare |
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| Beta | 1.17 | |||
| Standard Deviation | 17.79 | |||
| Balance Sheet | MERDX-NASDAQ | Click to Compare |
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| Total Assets | 686.75M | |||
| Operating Ratios | MERDX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.91% | |||
| Turnover Ratio | 40.00% | |||
| Performance | MERDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.65% | |||
| Last Bear Market Total Return | -22.24% | |||