Meridian Growth
60 E Sir Francis Drake Blvd Suite 306 Larkspur CA 94939
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Phone: 800-446-6662
| Category: | Mid-Cap Growth | | Fund Family: | Meridian | | Net Assets: | 1.34B | | Year-to-Date Return: | 25.09% | | Yield: | 0.28% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Aug-84 |
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Richard F. Aster Jr.
Lead Manager since
01-Aug-84 | | | Aster serves as president of Aster Investment Management Company, which he founded in 1977. Previously, he spent six years as a securities analyst for Robertson, Coleman, Siebel. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of publicly traded common stocks of U.S. companies. It may invest in securities of companies with any capitalization across a broad range of industries. The fund may also invest in debt and equity-related securities, bonds rated A or better by Moody's, and securities of foreign companies (denominated in U.S. dollars or foreign currencies), including emerging-market companies. It may invest up to 25% of total assets in securities of foreign companies. |
| Last Dividend
(16-Dec-08):
| 0.09 | | Last Cap Gain
(16-Dec-08):
| 1.09 | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 130.04% |
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| Expense | MERDX | Category
Avg | | Total Expense Ratio: | 0.86%
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 274 | $716 | | 5 Yr Expense Projection*: |
$ 477 | $1,049 | | 10 Yr Expense Projection*: |
$ 1,061 | $2,071 |
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1.48% Nasdaq 0.00%
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