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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1066 | 1148 | 1136 | 1665 | 2613 |
Fund Return | 2.91% | 6.62% | 14.76% | 4.33% | 10.73% | 10.08% |
Place in category | 360 | 110 | 478 | 481 | 184 | 48 |
% in Category | 54 | 15 | 79 | 84 | 37 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Meridian Growth Legacy | 629.23M | -0.69 | -1.83 | 7.19 | ||
Meridian Contrarian Legacy | 503.75M | -1.30 | 2.35 | 9.25 | ||
Meridian Small Cap Growth Instituti | 250.4M | -3.16 | 1.54 | 7.73 | ||
Meridian Small Cap Growth Investor | 76.23M | 3.76 | 3.04 | 8.91 | ||
Meridian Growth Fund Investor Class | 15.87M | 4.12 | -0.42 | 8.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.54B | -1.14 | 5.79 | 8.59 | ||
Fidelity Small Cap Index Instl Pre | 25.76B | -2.85 | 3.49 | 7.38 | ||
Vanguard Small Cap Index I | 21.96B | -1.13 | 5.81 | 8.60 | ||
DFA US Small Cap I | 14.78B | -1.96 | 5.79 | 8.33 | ||
Vanguard Small Cap Index InstlPlus | 12.31B | -1.13 | 5.81 | 8.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
First Citizens BancShares | US31946M1036 | 3.97 | 1,807.49 | +3.96% | |
Axis Capital | BMG0692U1099 | 3.14 | 93.83 | +2.43% | |
Cameco | CA13321L1085 | 3.11 | 42.47 | +1.58% | |
Honest Company | US4383331067 | 3.09 | 5.090 | +5.17% | |
Mirion Technologies | US60471A1016 | 2.72 | 14.46 | +2.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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