
41.36 Net Asset Value | -0.58% 1 Day | +24.73% Year-to-Date | Overall Morningstar Rating |
Small growth Style or Category | No Load Sales Expenses | 0.85% Expense Ratio | Below Average Morningstar Risk Rating™ |
1 month | +1.17% | 3 years | +12.29% | |
3 months | +7.09% | 5 years | +10.34% | |
1 year | +16.17% | Since inception | +12.46% |
MERDX | Category | |
---|---|---|
Performance 5-yr return | +10.34% | +9.63% |
Expense ratio | 0.85% | 1.24% |
Risk 5 year sharpe ratio | 0.68 | 0.60 |
Net assets | $2.2B | $1.2B |
Average market cap | $3.6B | $3.8B |
Average P/E | 20.5 | 27.8 |
Portfolio turnover | 35% | 35% |
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Fund family | Meridian |
Fund manager & tenure | Chad Meade / 6 Years |
Minimal initial investment | $1,000.00 |
Minimum IRA investment | -- |
U.S. stock | 87.42% |
Cash | 9.83% |
International stock | 1.78% |
Fixed income | 0.78% |
Other | 0.19% |
Consumer service | 20.21% |
Financial service | 11.56% |
Industrial materials | 11.36% |
Hardware | 10.74% |
Business service | 9.19% |
LOGM LogMeIn Inc | 3.16% |
HBI HanesBrands Inc | 3.07% |
SKX Skechers USA Inc | 2.68% |
ST Sensata Technologies Holding PLC | 2.51% |
SBH Sally Beauty Holdings Inc | 2.50% |
CLH Clean Harbors Inc | 2.48% |
JCOM j2 Global Inc | 2.31% |
CNK Cinemark Holdings Inc | 1.87% |
WWD Woodward Inc | 1.79% |
SWI SolarWinds Corp | 1.75% |