Meridian Growth Fund

Scorecard
4 / 5 Stars
Lipper
2 1 4 5 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
E+ (Sell)

#111 in Mid-Cap Growth

U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 17.31 percent over the past year, 11.57 percent over the past three years, 18.98 percent over the past five years, and 9.23 percent over the past decade. 

Trailing Returns Updated 06.30.2014
Year to date 1.7%
1 Year 17.3%
3 Years (Annualized) 11.6%
5 Years (Annualized) 19.0%
10 Years (Annualized) 9.2%

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Summary

The investment seeks long-term growth of capital. 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.

Investment Strategy

The investment seeks long-term growth of capital. 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.

Fees

Meridian Growth Fund has an expense ratio of 0.87 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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Mid-Cap Growth Funds

Highest Returns (10-year)

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