Nasdaq - Delayed Quote USD

Meridian Growth Legacy (MERDX)

34.47
-0.02
(-0.06%)
At close: 8:04:23 PM EDT
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  • Previous Close 34.49
  • YTD Return -11.12%
  • Expense Ratio 0.91%
  • Category Small Growth
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 782.68M
  • Beta (5Y Monthly) 1.13
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.02
  • Inception Date Dec 24, 2014

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.

Meridian

Fund Family

Small Growth

Fund Category

782.68M

Net Assets

2014-12-24

Inception Date

More about Meridian Growth Legacy

Performance Overview: MERDX

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Trailing returns as of 5/14/2025. Category is Small Growth.

YTD Return

MERDX
11.12%
Category
12.40%
 

1-Year Return

MERDX
1.74%
Category
55.69%
 

3-Year Return

MERDX
2.17%
Category
19.34%
 

5-Year Return

MERDX
6.05%
Category
20.72%
 

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Holdings: MERDX

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Sector Weightings

SectorMERDX
Healthcare   30.39%
Technology   26.80%
Industrials   22.10%
Consumer Cyclical   10.81%
Communication Services   4.81%
Energy   2.40%
Financial Services   1.89%
Basic Materials   0.65%
Consumer Defensive   0.15%
Real Estate   0.00%
Utilities   0.00%
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Recent News: MERDX

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Research Reports: MERDX

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