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Meridian Growth Fund® Investor Class (0P0000ZE9B)

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Condition

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36.210 +0.210    +0.58%
24/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 18.34M
Type:  Fund
Market:  United States
Issuer:  Meridian
Asset Class:  Equity
Meridian Growth Fund Investor Class 36.210 +0.210 +0.58%

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 2.600 2.690 0.090
Stocks 94.140 94.140 0.000
Preferred 3.270 3.270 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.644 22.292
Price to Book 2.817 3.289
Price to Sales 2.267 2.233
Price to Cash Flow 11.207 12.909
Dividend Yield 0.404 0.639
5 Years Earnings Growth 13.688 14.357

Sector Allocation

Name  Net % Category Average
Healthcare 32.170 20.848
Technology 27.700 23.964
Industrials 18.370 20.098
Consumer Cyclical 12.660 11.428
Communication Services 4.990 2.073
Financial Services 1.950 9.377
Energy 1.590 3.812
Consumer Defensive 0.560 4.041

Region Allocation

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

Top Holdings

Number of long holdings: 87

Number of short holdings: 1

Name ISIN Weight % Last Change %
  RB Global CA74935Q1072 3.35 90.92 +0.68%
  Trimble US8962391004 3.31 71.87 +0.98%
  Smartsheet US83200N1037 3.10 56.00 +0.05%
  CarGurus US1417881091 2.85 36.54 +1.73%
  STERIS IE00BFY8C754 2.82 208.68 +0.33%
  Churchill Downs US1714841087 2.82 131.98 -0.08%
  Euronet US2987361092 2.75 105.74 +1.92%
  Ziff Davis US48123V1026 2.72 56.36 +1.46%
  Sensata Tech GB00BFMBMT84 2.57 27.40 -0.15%
Doximity Inc Class A - 2.33 - -

Top Equity Funds by Meridian

  Name Rating Total Assets YTD% 3Y% 10Y%
  Meridian Growth Legacy 720.65M 13.12 -2.95 8.30
  Meridian Contrarian Legacy 562.75M 17.25 4.75 10.76
  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 Contrarian Fund Investor C 13.2M 17.22 4.71 10.65
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