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Meridian Growth Fund® Investor Class (0P0000ZE9B)

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35.780 +0.040    +0.11%
18/10 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 19.24M
Type:  Fund
Market:  United States
Issuer:  Meridian
Asset Class:  Equity
Meridian Growth Fund Investor Class 35.780 +0.040 +0.11%

0P0000ZE9B Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Meridian Growth Fund Investor Class (0P0000ZE9B) fund. Our Meridian Growth Fund Investor Class portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 3.620 3.690 0.070
Stocks 93.340 93.340 0.000
Preferred 3.050 3.050 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.030 23.042
Price to Book 2.660 3.161
Price to Sales 2.025 2.101
Price to Cash Flow 10.682 12.190
Dividend Yield 0.423 0.690
5 Years Earnings Growth 15.123 14.090

Sector Allocation

Name  Net % Category Average
Healthcare 28.740 20.205
Technology 27.370 24.827
Industrials 18.470 19.837
Consumer Cyclical 16.800 11.492
Communication Services 5.140 2.237
Energy 1.480 4.451
Financial Services 1.340 8.886
Consumer Defensive 0.670 4.289

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 84

Number of short holdings: 1

Name ISIN Weight % Last Change %
  RB Global CA74935Q1072 3.84 81.11 +0.71%
  Trimble US8962391004 3.29 61.77 +0.55%
  Ziff Davis US48123V1026 3.05 46.98 -0.55%
  Churchill Downs US1714841087 3.05 138.01 -1.84%
  CarGurus US1417881091 3.00 31.58 +0.41%
  Sensata Tech GB00BFMBMT84 2.95 35.99 -0.39%
  Euronet US2987361092 2.84 98.66 -0.41%
  ACV Auctions US00091G1040 2.83 19.05 -0.78%
  STERIS IE00BFY8C754 2.76 225.65 +0.29%
  Smartsheet US83200N1037 2.72 55.97 -0.16%

Top Equity Funds by Meridian

  Name Rating Total Assets YTD% 3Y% 10Y%
  Meridian Growth Legacy 734.89M 7.16 -3.82 8.57
  Meridian Contrarian Legacy 568.11M 7.82 2.97 10.52
  Meridian Small Cap Growth Instituti 286.22M 8.72 -4.07 -
  Meridian Small Cap Growth Investor 111.48M 8.66 -4.19 9.13
  Meridian Contrarian Fund Investor C 15.89M 7.78 2.93 10.40
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