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Meridian Small Cap Growth Fund Legacy Class (0P0000ZBKE)

US Funds

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13.480 +0.070 +0.52%

24/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 13.25M

Type: Fund

Market: United States

Issuer: Meridian

Asset Class: Equity

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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

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Name	Net %	Long %	Short %
Cash	3.210	3.450	0.240
Stocks	89.360	89.360	0.000
Preferred	4.580	4.580	0.000
Other	2.850	2.850	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.359	22.292
Price to Book	2.423	3.289
Price to Sales	1.545	2.233
Price to Cash Flow	8.434	12.909
Dividend Yield	0.256	0.639
5 Years Earnings Growth	16.958	14.357

Sector Allocation

Name	Net %	Category Average
Healthcare	27.210	20.848
Technology	21.660	23.964
Consumer Cyclical	19.310	11.428
Industrials	19.040	20.098
Energy	4.150	3.812
Communication Services	3.550	2.073
Consumer Defensive	3.030	4.041
Financial Services	1.240	9.377
Utilities	0.820	1.226

Region Allocation

Equities

North America
Latin America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 102

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Smartsheet	US83200N1037	3.31	56.00	+0.05%
RB Global	CA74935Q1072	3.01	90.92	+0.68%
Merit	US5898891040	2.91	98.08	+0.48%
CarGurus	US1417881091	2.88	36.54	+1.73%
Turning Point Brands	US90041L1052	2.68	59.00	+1.53%
Mirion Technologies	US60471A1016	2.45	17.91	+1.76%
Everi Holdings	US30034T1034	2.32	13.50	0.00%
PlayAGS	US72814N1046	2.31	11.520	+0.44%
TransMedics	US89377M1099	2.29	63.90	+2.00%
Evolve Vacation Rental Network Inc.	-	2.14	-	-

Top Equity Funds by Meridian

Name	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 Growth Fund Investor Class	18.34M	13.08	-3.01	8.22

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Meridian Small Ca.	13.480	+0.070	+0.52%