MERDX Mutual Fund
MERDX Mutual Fund
Meridian Growth Fund Legacy Class
MERDX Mutual Fund Overview
MERDX Mutual Fund (Meridian Growth Fund Legacy Class) is managed by Meridian Funds with $540.0M in net assets. MERDX expense ratio is 0.91%, holding 86 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 1984-08-01.
MERDX performance shows a YTD return of 9.44%. The 1-year return is 7.32% and the 5-year return is -2.33%. MERDX dividend yield stands at 8.23%, paid annually.
MERDX top holdings include CuIss-Wright Corp (2.5%), Turning Point Brands Inc Common Stock (2.4%), Rb Global Inc (Rba) (2.4%), Church Downs (2.3%), Trimble Inc. (Trmb): (2.3%). View all MERDX holdings, sector breakdown, or dividend history.
MERDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MERDX alternatives are available via the screener, along with tax-loss harvesting opportunities.