Dow Down 0.18% Nasdaq Up 0.39%

Meridian Growth Legacy (MERDX)

38.53 Up 0.21(0.55%) Sep 2
Prev Close:38.32
YTD Return*:-1.07%
Net Assets*:1.95B
Yield*:N/A

* As of 31-Jul-14

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

Top Holdings

Symbol% AssetsYTD Return %
ST2.6218.39
IT2.47-3.59
CDNS2.3621.83
SSNC2.18-3.00
JLL2.1724.45

Fund Basics

Morningstar Overall Rating:
Total Assets:1.95B
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):0.87%

Performance & Risk

YTD Return:-1.07%
5y Avg Return:16.77%
Rank in Category (ytd):73
% Rank in Category (ytd):9.53%
Beta (3y):1.05
Morningstar Risk Rating:2

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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