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    Meridian Growth Legacy (MERDX)

    36.31 Up 0.18(0.50%) Dec 22
    Prev Close:36.13
    YTD Return*:7.49%
    Net Assets*:2.14B
    Yield*:N/A

    * As of 30-Nov-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    CRI2.9312.49
    CMPR2.9222.06
    IT2.5219.16
    CDNS2.4531.88
    ST2.4329.35

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.14B
    Category:Small Growth
    Annual Report Expense Ratio (net):0.86%

    Performance & Risk

    YTD Return:7.49%
    5y Avg Return:16.58%
    Rank in Category (ytd):3
    % Rank in Category (ytd):0.41%
    Beta (3y):0.98
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks long-term growth of capital. Under normal circumstances, the fund emphasizes small- and mid-capitalization 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, industry growth, high or improving returns on assets and equity and a strong balance sheet. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies. View More
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