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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1173 | 1102 | 1263 | 1149 | 1772 | 2780 |
Fund Return | 17.25% | 10.21% | 26.31% | 4.75% | 12.12% | 10.76% |
Place in category | 486 | 107 | 557 | 466 | 152 | 32 |
% in Category | 81 | 19 | 91 | 82 | 29 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Meridian Growth Legacy | 720.65M | 13.12 | -2.95 | 8.30 | ||
Meridian Small Cap Growth Instituti | 288.76M | 16.46 | -0.71 | - | ||
Meridian Small Cap Growth Investor | 110.17M | 16.25 | -0.90 | 8.82 | ||
Meridian Growth Fund Investor Class | 18.34M | 13.08 | -3.01 | 8.22 | ||
Meridian Contrarian Fund Investor C | 13.2M | 17.22 | 4.71 | 10.65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 61.56B | 23.28 | 7.50 | 10.06 | ||
Fidelity Small Cap Index Instl Pre | 29.53B | 21.69 | 5.11 | 9.20 | ||
Vanguard Small Cap Index I | 24.71B | 23.28 | 7.51 | 10.07 | ||
DFA US Small Cap I | 16.62B | 20.81 | 8.80 | 9.91 | ||
Vanguard Small Cap Index InstlPlus | 13.1B | 23.30 | 7.52 | 10.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CACI | US1271903049 | 4.06 | 404.88 | -0.03% | |
First Citizens BancShares | US31946M1036 | 3.63 | 2,152.98 | +1.18% | |
Brookfield Renewable | CA11284V1058 | 3.56 | 28.66 | +0.63% | |
VICI Properties | US9256521090 | 3.26 | 29.24 | +0.90% | |
Axis Capital | BMG0692U1099 | 3.03 | 89.98 | +0.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Buy |
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