Meridian Growth Investor (MRIGX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Meridian Growth Investor
Larkspur CA 94939
60 E Sir Francis Drake Blvd,Suite 306
Meridian Fund Inc
Management Information
,Lead Manager since September 4, 2013
Brian is a Partner and Portfolio Manager at Arrowpoint Partners and has 13 years of experience in the financial industry. He previously served as the Co-Portfolio Manager and Executive Vice President of the Janus Triton Fund (2006-2013) and the Janus Venture Fund (2010-2013). During his time as an equity research analyst at Janus Capital (2000-2011), he focused on small and mid capitalization stocks in the communications sector. Brian graduated cum laude from Williams College with a bachelor’s degree in Economics and won the Arthur B. Graves, Class of 1858, Essay Prize in Economics for his wor
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategorySmall Growth
Fund FamilyMeridian
Net Assets1.26B
YTD Return2.23%
Yield0.00%
Morningstar Rating★★★
Inception DateJun 30, 2015
Fund Operations
Last Dividend0.01
Last Cap Gain10.00
Holdings Turnover47.00%
Average for CategoryN/A
Fees & Expenses
ExpenseMRIGXCategory Average
Annual Report Expense Ratio (net)1.89%1.21%
Prospectus Net Expense Ratio1.89%N/A
Prospectus Gross Expense Ratio1.89%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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