Breaking News

Meridian Growth Fund® Legacy Class (MERDX)

US Funds

Add to/Remove from a Portfolio Add to Watchlist

36.36 +0.23 +0.64%

26/09 - Delayed Data. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Issuer: Meridian

Asset Class: Equity

Morningstar Rating:
Total Assets: 740.86M

General
Chart
- Streaming charts
- Interactive Chart
News & Analysis
- Analysis & Opinion
Technical
- Technical Analysis
Forum

MERDX Overview

Find basic information about the Meridian Growth Fund® Legacy 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 MERDX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

Show/Hide News

Technical Chart

Last Update:

1 Day
1 Week
1 Month
3 Months
6 Months
1 Year
5 years
Max

Rating

1-Year Change17.84%

Prev. Close36.13

Risk Rating

TTM Yield0%

ROE4.62%

IssuerMeridian

Turnover33%

ROA0.30%

Inception Date30895

Total Assets740.86M

Expenses0.90%

Min. Investment1,000

Market Cap5.65B

CategorySmall Growth

What is your sentiment on Meridian Growth Legacy?

Vote to see community's results!

Meridian Growth Fund® Legacy Class Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 3

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1070	1060	1124	858	1405	2194
Fund Return	7.04%	6.05%	12.36%	-4.98%	7.03%	8.17%
Place in category	464	343	447	367	406	290
% in Category	79	53	76	70	81	74

Top Equity Funds by Meridian

Name	Total Assets	YTD%	3Y%	10Y%
Meridian Contrarian Legacy	560.16M	6.39	1.52	9.92
Meridian Small Cap Growth Instituti	302.56M	8.88	-4.95	-
Meridian Small Cap Growth Investor	112.7M	8.83	-5.09	8.73
Meridian Growth Fund Investor Class	19.39M	6.99	-5.04	8.09
Meridian Small Cap Growth Fund Lega	16.92M	8.73	-5.06	8.80

Top Funds for Small Growth Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Explorer Adm	19.32B	9.77	0.37	10.39
Vanguard Small Cap Growth Index Adm	13.87B	8.48	-3.00	8.36
Neuberger Berman Genesis R6	4.8B	11.31	2.73	10.20
T. Rowe Price QM US Small-Cap Gr Eq	4.63B	14.96	3.09	-
T. Rowe Price Instl Small-Cap Stock	4.55B	8.56	-0.40	9.98

Top Holdings

Name	ISIN	Weight %	Last	Change %
RB Global	CA74935Q1072	3.84	80.69	-1.75%
Trimble	US8962391004	3.29	60.51	+2.35%
Ziff Davis	US48123V1026	3.05	47.99	+1.10%
Churchill Downs	US1714841087	3.05	133.39	+1.25%
CarGurus	US1417881091	3.00	29.36	-0.78%

Technical Summary

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

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:

Enrich the conversation
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically.
Use standard writing style. Include punctuation and upper and lower cases.
NOTE: Spam and/or promotional messages and links within a comment will be removed
Avoid profanity, slander or personal attacks directed at an author or another user.
Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

I have read and understood Investing.com Philippines's comment guidelines and agree to the terms described.

I Agree

MERDX Comments

Write your thoughts about Meridian Growth Fund® Legacy Class

Are you sure you want to delete this chart?

Delete Cancel

Post

Post also to:

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d62-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d62-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d62-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Are you sure you want to delete this chart?

Delete Cancel

Post

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

I feel that this comment is:

Spam

Offensive

Thank You!

Your report has been sent to our moderators for review

More Categories

1D1W1M6M1Y5YMax

PSEi Composite	7,410.46	-48.28	-0.65%
Nikkei 225	39,250.50	+425.00	+1.09%
Shanghai	3,065.29	+64.34	+2.14%
US 500	5,747.8	+2.4	+0.04%
US Tech 100	20,108.2	-4.8	-0.02%
DAX	19,238.36	+319.86	+1.69%
Dollar Index	100.487	+0.241	+0.24%

Crude Oil WTI	67.51	-0.16	-0.24%
Brent Oil	70.87	-0.22	-0.31%
Natural Gas	2.726	-0.019	-0.69%
Gold	2,692.75	-2.15	-0.08%
Silver	32.177	-0.164	-0.51%
US Soybeans	1,043.00	+2.75	+0.26%
Copper	4.6442	-0.0038	-0.08%

Philippines 2Y	5.542	+0.000	+0.00%
Philippines 10Y	5.750	0.000	0.00%
Philippines 25Y	3.772	0.000	0.00%
U.S. 2Y	3.637	+0.014	+0.38%
U.S. 10Y	3.802	+0.007	+0.19%
U.S. 30Y	4.127	+0.004	+0.10%
Germany 10Y	2.1720	-0.0010	0.00%

Alphabet C	163.83	+0.84	+0.52%
Brookfield Property	18.59	0.00	0.00%
Anheuser Busch ADR	65.52	+2.37	+3.75%
Booking	4,268.94	+93.24	+2.23%
Apple	227.52	+1.15	+0.51%
Alibaba ADR	105.07	+9.61	+10.07%
Tesla	254.22	-2.80	-1.09%

Recent Quotes

	Name	Price	Chg.	Chg. %
	Meridian Growth L.	36.36	+0.23	+0.64%