MERDX (Meridian Growth)
Net Asset Value: 45.74 1-Day Return: 0.21 (0.46%) YTD Return as of 2/9/12:Up 9.87%

Classification: Mid-Cap Core   Objective: Mid-Cap   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 9.87 6.39 26.40 6.77 9.34
Classification 10.68 1.96 21.90 2.34 6.88
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)71101035

Fund Stats

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Investment Objective:Mid-Cap
Net Assets ($Mil)2,637.00
Inception Date:8/1/84
Manager Name, TenureAster, Jr./Tao, 1984 / 2007
Expense Ratio: 0.81%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 9/30/11)

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Company NameSymbol% Net Assets
Bed Bath & Beyond Inc Ord BBBY 2.74
Willis Group Holdings Plc Ord WSH 2.74
Mattel Inc Ord MAT 2.64
Waste Connections Inc Ord WCN 2.62
Family Dollar Stores Inc Ord FDO 2.52
Petsmart Inc Ord PETM 2.49
Rpm International Inc Ord RPM 2.46
Sba Communications Corp Ord SBAC 2.45
Arcos Dorados Holdings Inc Ord ARCO 2.39
Solera Holdings Inc Ord SLH 2.34
% of Total Holdings 25.39

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