| 44.64 Net Asset Value | -1.13% 1 Day | +12.22% 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 | -0.09% | 3 years | +16.40% | |
| 3 months | +4.01% | 5 years | +11.19% | |
| 1 year | +18.41% | Since inception | +12.67% |
| MERDX | Category | |
|---|---|---|
| Performance 5-yr return | +11.19% | +6.62% |
| Expense ratio | 0.85% | 1.37% |
| Risk 5 year sharpe ratio | 0.58 | 0.32 |
| Net assets | $2.1B | $1.1B |
| Average market cap | $6.4B | $7.1B |
| Average P/E | 23.8 | 19.0 |
| 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% |
| BRO Brown & Brown, Inc. | 3.29% |
| SBAC SBA Communications Corp | 2.97% |
| TRMB Trimble Navigation Ltd. | 2.97% |
| AMG Affiliated Managers Group Inc | 2.53% |
| AME Ametek, Inc. | 2.50% |
| MAT Mattel, Inc. | 2.47% |
| EWBC East West Bancorp Inc | 2.40% |
| PETM PetSmart Inc. | 2.27% |
| MHK Mohawk Industries, Inc. | 2.22% |
| BOH Bank of Hawaii Corporation | 2.21% |
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