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Meridian Small Cap Growth Fund Legacy Class (0P0000ZBKE)

US Funds

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13.810 -0.200 -1.43%

14/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Meridian

Asset Class: Equity

Morningstar Rating:
Total Assets: 13.98M

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0P0000ZBKE Holdings

Comprehensive information about top holdings and Key Holding Information for the Meridian Small Cap Growth Fund Legacy Class (0P0000ZBKE) fund. Our Meridian Small Cap Growth Fund Legacy Class portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.000	2.150	0.150
Stocks	90.720	90.720	0.000
Preferred	4.630	4.630	0.000
Other	2.650	2.650	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.394	22.443
Price to Book	2.311	3.213
Price to Sales	1.474	2.135
Price to Cash Flow	8.023	12.374
Dividend Yield	0.240	0.680
5 Years Earnings Growth	14.059	14.230

Sector Allocation

Name	Net %	Category Average
Healthcare	27.500	20.366
Industrials	21.710	19.871
Consumer Cyclical	20.110	11.495
Technology	17.950	24.651
Energy	4.170	4.198
Communication Services	3.490	2.217
Consumer Defensive	3.060	4.175
Financial Services	1.300	9.067
Utilities	0.710	1.269

Region Allocation

Equities

North America
Latin America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 101

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
CarGurus	US1417881091	2.93	35.89	-1.86%
RB Global	CA74935Q1072	2.85	92.36	+1.32%
Turning Point Brands	US90041L1052	2.75	58.04	+5.53%
ACV Auctions	US00091G1040	2.75	20.02	-1.72%
Smartsheet	US83200N1037	2.63	55.86	0.00%
TransMedics	US89377M1099	2.59	88.36	-4.71%
Merit	US5898891040	2.53	101.20	-0.47%
Mirion Technologies	US60471A1016	2.38	15.36	+2.13%
PlayAGS	US72814N1046	2.33	11.650	+0.09%
Stoneridge	US86183P1021	2.30	6.60	-6.52%

Top Equity Funds by Meridian

Name	Total Assets	YTD%	3Y%	10Y%
Meridian Growth Legacy	762.23M	3.56	-6.03	7.55
Meridian Contrarian Legacy	577.4M	5.79	0.59	9.86
Meridian Small Cap Growth Instituti	298.34M	6.62	-5.20	-
Meridian Small Cap Growth Investor	115.38M	8.66	-4.19	9.13
Meridian Growth Fund Investor Class	19.6M	7.13	-3.87	8.49

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Meridian Small Ca.	13.810	-0.200	-1.43%