| 44.49 Net Asset Value | -0.43% 1 Day | +11.84% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 0.85% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +4.05% | 3 years | +17.51% | |
| 3 months | +4.53% | 5 years | +10.78% | |
| 1 year | +16.86% | Since inception | +12.64% |
| MERDX | Category | |
|---|---|---|
| Performance 5-yr return | +10.78% | +6.62% |
| Expense ratio | 0.85% | 1.38% |
| Risk 5 year sharpe ratio | 0.58 | 0.34 |
| Net assets | $2.1B | $1.1B |
| Average market cap | $5.8B | $6.8B |
| Average P/E | 22.0 | 22.6 |
| Portfolio turnover | 25% | 25% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Meridian |
| Fund manager & tenure | William Tao / 5 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer service | 20.21% |
| Financial service | 11.56% |
| Industrial materials | 11.36% |
| Hardware | 10.74% |
| Business service | 9.19% |
| SBAC SBA Communications Corp | 3.38% |
| BRO Brown & Brown, Inc. | 3.21% |
| TRMB Trimble Navigation Ltd. | 3.07% |
| PETM PetSmart Inc. | 3.01% |
| LKQ LKQ Corporation | 2.71% |
| VAL Valspar Corporation | 2.69% |
| AMG Affiliated Managers Group Inc | 2.56% |
| XRAY DENTSPLY International, Inc. | 2.54% |
| PLL Pall Corporation | 2.41% |
| AME Ametek, Inc. | 2.35% |
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