MERDX Mutual Fund

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 1.40%. The 1-year return is 1.77% and the 5-year return is -3.98%. MERDX dividend yield stands at 8.88%, paid annually.

MERDX top holdings include Curtiss-wright Corp (2.5%), Turning Point Brands, Inc. (2.4%), Rb Global, Inc (2.4%), Churchill Downs Inc (2.3%), Trimble Inc. (2.3%). Go to all MERDX holdings, MERDX sectors, or MERDX dividends.

MERDX can be compared against other funds. Use MERDX overlap to find shared positions, or MERDX vs another fund for a side-by-side view. MERDX alternatives are available via the screener, along with tax-loss harvesting opportunities.