Meridian Growth Fund® Legacy Class (MERDX)

Fund Assets	1.46B
Expense Ratio	0.91%
Min. Investment	$1,000
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	33.77
YTD Return	-7.46%
1-Year Return	-2.65%
5-Year Return	48.19%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	1.18
Holdings	90
Inception Date	Aug 1, 1984

About MERDX

The Fund's investment strategy focuses on Mid-Cap with 0.85% total expense ratio. The minimum amount to invest in Meridian Fund, Inc: Meridian Growth Fund; Legacy Class Shares is $1,000 on a standard taxable account. Meridian Fund, Inc: Meridian Growth Fund; Legacy Class Shares seeks long-term growth of capital by investing primarily in small to medium-sized companies with above-average growth in revenues and earnings.

• Fund Family: Meridian Funds
• Category: Small Growth
• Performance Rating: Below Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MERDX
• Share Class: Legacy Class
• Index: Russell 2500 Growth TR

Performance

MERDX had a total return of -2.65% in the past year. Since the fund's inception, the average annual return has been 8.70%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
undefined	Vanguard	Vanguard Explorer Fund Investor Class	0.44%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MRRGX	Institutional Class	0.88%
MRIGX	Investor Class	0.97%
MRAGX	Class A	1.21%
MRCGX	Class C	1.92%

Top 10 Holdings

29.53% of assets

Name	Symbol	Weight
Goldman Sachs Financial Square Government Fund	FGTXX	4.32%
RB Global, Inc.	RBA	3.55%
Trimble Inc.	TRMB	3.04%
CarGurus, Inc.	CARG	2.95%
Ziff Davis, Inc.	ZD	2.93%
Churchill Downs Incorporated	CHDN	2.86%
STERIS plc	STE	2.55%
Alight, Inc.	ALIT	2.53%
Euronet Worldwide, Inc.	EEFT	2.51%
Okta, Inc.	OKTA	2.30%