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Meridian Small Cap Growth Fund Legacy Class (0P0000ZBKE)

US Funds

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13.180 -0.160 -1.20%

08:00:00 - Delayed Data. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 14.07M

Type: Fund

Market: United States

Issuer: Meridian

Asset Class: Equity

General
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0P0000ZBKE Holdings

Comprehensive information about top holdings and Key Holding Information for the Meridian Small Cap Growth Fund Legacy Class (0P0000ZBKE) fund. Our Meridian Small Cap Growth Fund Legacy Class portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	2.000	2.150	0.150
Stocks	90.720	90.720	0.000
Preferred	4.630	4.630	0.000
Other	2.650	2.650	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.394	22.555
Price to Book	2.311	3.130
Price to Sales	1.474	2.077
Price to Cash Flow	8.023	11.987
Dividend Yield	0.240	0.703
5 Years Earnings Growth	14.059	14.038

Sector Allocation

Name	Net %	Category Average
Healthcare	27.500	19.963
Industrials	21.710	19.802
Consumer Cyclical	20.110	11.600
Technology	17.950	25.070
Energy	4.170	4.582
Communication Services	3.490	2.211
Consumer Defensive	3.060	4.375
Financial Services	1.300	8.685
Utilities	0.710	1.221

Region Allocation

Equities

North America
Latin America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 101

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
CarGurus	US1417881091	2.93	29.36	-0.78%
RB Global	CA74935Q1072	2.85	80.69	-1.75%
Turning Point Brands	US90041L1052	2.75	42.51	+1.60%
ACV Auctions	US00091G1040	2.75	20.74	-0.05%
Smartsheet	US83200N1037	2.63	55.33	-0.05%
TransMedics	US89377M1099	2.59	144.56	-2.51%
Merit	US5898891040	2.53	97.55	-0.64%
Mirion Technologies	US60471A1016	2.38	11.02	+3.28%
PlayAGS	US72814N1046	2.33	11.380	+0.09%
Stoneridge	US86183P1021	2.30	11.41	+3.54%

Top Equity Funds by Meridian

Name	Total Assets	YTD%	3Y%	10Y%
Meridian Growth Legacy	746.6M	7.04	-4.98	8.17
Meridian Contrarian Legacy	560.16M	6.39	1.52	9.92
Meridian Small Cap Growth Instituti	302.56M	8.88	-4.95	-
Meridian Small Cap Growth Investor	112.7M	8.83	-5.09	8.73
Meridian Growth Fund Investor Class	19.39M	6.99	-5.04	8.09

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Meridian Small Ca.	13.180	-0.160	-1.20%