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Meridian Funds

  • Net Assets
  • $4.39 B
  • Oldest Fund Launched In
  • 1984
  • Number of funds
  • 18
  • AVG Manager Tenure
  • 7.4 years
  • Expense range
  • 0.9% - 2.2% AVG: 1.3%
  • % of no load funds
  • 56%

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Overview

This is a list of all Meridian mutual funds with some key metrics, such as their net assets under management (in millions), YTD return, required minimum retirement (IRA) investment, required minimum standard (taxable) investment, dividend yield, and expense ratio.

Returns

This list includes historical return information for all Meridian mutual funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for all Meridian mutual funds.

Fees

This list includes all management costs and other fee information for all Meridian mutual funds.

Manager

The table below illustrates valuable information regarding the fund manager for all Meridian Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is included in this table.

Symbol Name Net Assets ($M USD) YTD IRA Min Standard Min Dividend Yield Exp. Ratio
/funds/merdx-meridian-growth-legacy/ /funds/merdx-meridian-growth-legacy/ $2,067.84 13.54% N/A $1,000 0.00% 0.86%
/funds/mragx-meridian-growth-a/ /funds/mragx-meridian-growth-a/ $2,067.84 13.33% N/A $2,500 0.00% 1.15%
/funds/mrrgx-meridian-growth-institutional/ /funds/mrrgx-meridian-growth-institutional/ $2,067.84 13.55% N/A $1,000,000 0.00% 0.85%
/funds/mrigx-meridian-growth-investor/ /funds/mrigx-meridian-growth-investor/ $2,067.84 13.52% N/A $99,999 0.00% 0.95%
/funds/mrcgx-meridian-growth-c/ /funds/mrcgx-meridian-growth-c/ $2,067.84 12.84% N/A $2,500 0.00% 1.90%
/funds/misgx-meridian-small-cap-growth-investor/ /funds/misgx-meridian-small-cap-growth-investor/ $1,657.24 3.44% N/A $99,999 0.00% 1.16%
/funds/msgax-meridian-small-cap-growth-a/ /funds/msgax-meridian-small-cap-growth-a/ $1,657.24 3.36% N/A $2,500 0.00% 1.41%
/funds/msgcx-meridian-small-cap-growth-c/ /funds/msgcx-meridian-small-cap-growth-c/ $1,657.24 2.92% N/A $2,500 0.00% 2.15%
/funds/msggx-meridian-small-cap-growth-legacy/ /funds/msggx-meridian-small-cap-growth-legacy/ $1,657.24 3.57% N/A $1,000 0.00% 1.13%
/funds/msgrx-meridian-small-cap-growth-institutional/ /funds/msgrx-meridian-small-cap-growth-institutional/ $1,657.24 3.63% N/A $1,000,000 0.00% 1.11%
/funds/mfcix-meridian-contrarian-investor/ /funds/mfcix-meridian-contrarian-investor/ $602.20 10.47% N/A $99,999 0.00% 1.18%
/funds/mfcax-meridian-contrarian-a/ /funds/mfcax-meridian-contrarian-a/ $602.20 10.22% N/A $2,500 0.00% 1.41%
/funds/mfccx-meridian-contrarian-c/ /funds/mfccx-meridian-contrarian-c/ $602.20 9.82% N/A $2,500 0.00% 2.14%
/funds/mvalx-meridian-contrarian-legacy/ /funds/mvalx-meridian-contrarian-legacy/ $602.20 10.52% N/A $1,000 0.00% 1.12%
/funds/mriex-meridian-enhanced-equity-investor/ /funds/mriex-meridian-enhanced-equity-investor/ $66.40 33.12% N/A $99,999 0.00% 1.47%
/funds/meifx-meridian-enhanced-equity-legacy/ /funds/meifx-meridian-enhanced-equity-legacy/ $66.40 33.05% N/A $1,000 0.00% 1.40%
/funds/mraex-meridian-enhanced-equity-a/ /funds/mraex-meridian-enhanced-equity-a/ $66.40 32.86% N/A $2,500 0.00% 1.78%
/funds/mrcex-meridian-enhanced-equity-c/ /funds/mrcex-meridian-enhanced-equity-c/ $66.40 32.38% N/A $2,500 0.00% 2.24%
Symbol Name YTD 1 Year 3 Years 5 Years 10 Years Inception Date
Symbol Name Stocks Bonds Convertible Bonds Preferred Stocks Cash
Symbol Name Exp. Ratio Mgmt. Fee 12b-1 Admin Fee Front Load Def. Load Max Redemp. Fee Turnover
Symbol Name YTD Primary Manager Start Date Tenure (yrs) Tenure Rank

Meridian is a company that sells mutual funds with $4,394M in assets under management. The average expense ratio from all mutual funds is 1.29%. 55.56% of all the mutual funds are no load funds. The oldest fund launched was in 1984. The average manager tenure for all managers at Meridian is 7.38 years. The company offers investors 18 mutual funds, in terms of the number of individual fund symbols.