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Meridian Growth Fund® Investor Class (0P0000ZE9B)

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36.210 +0.210    +0.58%
24/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Meridian
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 18.34M
Meridian Growth Fund Investor Class 36.210 +0.210 +0.58%

0P0000ZE9B Overview

 
Find basic information about the Meridian Growth Fund® Investor Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000ZE9B MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change7.17%
Prev. Close36
Risk Rating
TTM Yield0%
ROE6.24%
IssuerMeridian
Turnover33%
ROA0.95%
Inception DateNov 15, 2013
Total Assets18.34M
Expenses0.96%
Min. Investment2,500
Market Cap6.07B
CategorySmall Growth
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Meridian Growth Fund® Investor Class Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1131 1057 1252 913 1352 2204
Fund Return 13.08% 5.7% 25.17% -3.01% 6.22% 8.22%
Place in category 547 539 526 443 484 358
% in Category 98 96 95 84 94 91

Top Equity Funds by Meridian

  Name Rating Total Assets YTD% 3Y% 10Y%
  Meridian Growth Legacy 720.65M 13.12 -2.95 8.30
  Meridian Contrarian Legacy 562.75M 17.25 4.75 10.76
  Meridian Small Cap Growth Instituti 288.76M 16.46 -0.71 -
  Meridian Small Cap Growth Investor 110.17M 16.25 -0.90 8.82
  Meridian Contrarian Fund Investor C 13.2M 17.22 4.71 10.65

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 20.44B 18.93 3.83 11.18
  Vanguard Small Cap Growth Index Adm 15.8B 25.15 3.40 9.95
  Neuberger Berman Genesis R6 4.73B 20.81 5.85 10.95
  T. Rowe Price QM US Small-Cap Gr Eq 4.58B 23.86 6.68 -
  T. Rowe Price Instl Small-Cap Stock 4.58B 20.24 3.51 10.88

Top Holdings

Name ISIN Weight % Last Change %
  RB Global CA74935Q1072 3.35 90.92 +0.68%
  Trimble US8962391004 3.31 71.87 +0.98%
  Smartsheet US83200N1037 3.10 56.00 +0.05%
  CarGurus US1417881091 2.85 36.54 +1.73%
  STERIS IE00BFY8C754 2.82 208.68 +0.33%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Neutral Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Sell Neutral Strong Buy
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