Meridian Growth Legacy (MERDX)
* As of 31-Jan-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.84%|
Performance & Risk
|5y Avg Return:||6.57%|
|Rank in Category (ytd):||16|
|% Rank in Category (ytd):||2.09%|
|Morningstar Risk Rating:||1|
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 and 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