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Meridian Growth (MERDX)

45.15 Up 0.37(0.83%) Jun 18

Prev Close:44.78
YTD Return*:6.94%
Net Assets*:2.12B
Yield*:0.31%

* As of 28-Feb-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
SBAC3.380.92
BRO3.2117.44
TRMB3.07-0.54
PETM3.01-5.36
LKQ2.71-3.18

Fund Basics

Morningstar Overall Rating:
Total Assets:2.12B
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):0.85%

Performance & Risk

YTD Return:6.94%
5y Avg Return:10.77%
Rank in Category (ytd):49
% Rank in Category (ytd):6.75%
Beta (3y):1.07
Morningstar Risk Rating:2

Fund Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund emphasizes 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. View More
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