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Meridian Small Cap Growth Fund Legacy Class (0P0000ZBKE)

US Funds

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13.480 +0.070 +0.52%

07:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Meridian

Asset Class: Equity

Morningstar Rating:
Total Assets: 13.25M

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Meridian Small Cap Growth Fund Legacy Class Overview

Find basic information about the Meridian Small Cap 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 0P0000ZBKE MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US5896198166)

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Technical Chart

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Rating

1-Year Change9.86%

Prev. Close13.41

Risk Rating

TTM Yield0%

ROE - 3.51%

IssuerMeridian

Turnover42%

ROA - 3.07%

Inception DateDec 16, 2013

Total Assets13.25M

Expenses1.25%

Min. Investment1,000

Market Cap1.73B

CategorySmall Growth

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1162	1069	1304	975	1433	2344
Fund Return	16.24%	6.91%	30.4%	-0.85%	7.46%	8.89%
Place in category	489	504	451	384	428	301
% in Category	89	91	81	76	85	78

Top Equity Funds by Meridian

Name	Total Assets	YTD%	3Y%	10Y%
Meridian Growth Legacy	720.65M	13.12	-2.95	8.30
Meridian Contrarian Legacy	562.75M	17.25	4.75	10.76
Meridian Small Cap Growth Instituti	288.76M	16.46	-0.71	-
Meridian Small Cap Growth Investor	110.17M	16.25	-0.90	8.82
Meridian Growth Fund Investor Class	18.34M	13.08	-3.01	8.22

Top Funds for Small Growth Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Explorer Adm	20.44B	18.93	3.83	11.18
Vanguard Small Cap Growth Index Adm	15.8B	25.15	3.40	9.95
Neuberger Berman Genesis R6	4.77B	20.81	5.85	10.95
T. Rowe Price QM US Small-Cap Gr Eq	4.58B	23.86	6.68	-
T. Rowe Price Instl Small-Cap Stock	4.58B	20.24	3.51	10.88

Top Holdings

Name	ISIN	Weight %	Last	Change %
Smartsheet	US83200N1037	3.31	56.00	+0.05%
RB Global	CA74935Q1072	3.01	90.92	+0.68%
Merit	US5898891040	2.91	98.08	+0.48%
CarGurus	US1417881091	2.88	36.54	+1.73%
Turning Point Brands	US90041L1052	2.68	59.00	+1.53%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Meridian Small Ca.	13.480	+0.070	+0.52%