| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
4
4
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#64 in Mid-Cap Growth
U.S. News evaluated 219 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 26.22 percent over the past year, 15.69 percent over the past three years, 5.23 percent over the past five years, and 8.92 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 13.7% |
| 1 Year | 26.2% |
| 3 Years (Annualized) | 15.7% |
| 5 Years (Annualized) | 5.2% |
| 10 Years (Annualized) | 8.9% |
Summary
The investment seeks long-term growth of capital. The fund intends to invest at least 65% of its total assets in common stocks and equity-related securities (such as convertible debt securities and warrants). It may invest up to 35% of its total assets in debt or fixed income securities, including higher yield, higher risk, lower rated or unrated corporate bonds commonly referred to as "junk bonds."
Fees
Fees are Below Average compared to funds in the same category.
Meridian Value Fund has an expense ratio of 1.14 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
