6.2 in Mid-Cap Blend
U.S. News evaluated 156 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 3 / 5 Stars |
| Lipper | 4 3 4 4 1 |
| Zacks Investment Research | 2 (Buy) |
| Standard & Poor's | 3 / 5 Stars |
| TheStreet.com | C- (Hold) |
Fund Overview
The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of publicly traded common stock of U.S. companies. It intends to invest at least 65% of total assets in common stocks and equity-related securities. The fund may invest up to 35% of total assets in debt or fixed income securities, including higher yield, higher risk, and lower rated or unrated corporate bonds commonly referred to as “junk bonds.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 11.2% |
| 1 Year | 5.2% |
| 3 Years (Annualized) | 21.0% |
| 5 Years (Annualized) | 1.9% |
| 10 Years (Annualized) | 6.4% |
Performance
The fund has returned 5.21 percent over the past year, 20.99 percent over the past three years, 1.90 percent over the past five years, and 6.42 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.72 | 1.72 |
| Stocks | 95.08 | 95.08 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.2 | 3.2 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| LKQ Corporation | LKQX | 4.42 | 3.36 |
| Broadridge Financial Solutions | BR | 7.98 | 3.23 |
| Carnival Corporation | CCL | -2.14 | 3.15 |
| Hawaiian Electric Industries Inc | HE | -3.4 | 3.11 |
| EOG Resources | EOG | 15.23 | 3.11 |
Fees
Meridian Value Fund has an expense ratio of 1.09 percent.
