Meridian Funds

Meridian Funds

Last Update: 2013-08-31

Number of Stocks: 149
Number of New Stocks: 15

Total Value: $2,681 Mil
Q/Q Turnover: 13%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

Meridian Funds Latest Trades these stocks:



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Meridian Funds's Profile:

Aster is the founder of Aster Investment Management Company. He manages both Meridian Value Fund (MVALX) and Meridian Growth Fund (MERDX). Mr. Aster received his undergraduate and graduate degrees in economics from the University of California, Santa Barbara.



Meridian Funds's Performance:

Average Annual Return of Meridian Value Fund
5 Yrs 10 Yrs Since Inception
17.3% 8.6% 14.6%
» More Profile & Performance

Meridian Funds's Current Portfolio:

Ticker Shares Value ($1000)
BRO2,306,40074,358
LKQ2,734,40070,411
AMG386,00063,281
PRGO482,10058,334
MHK510,90057,471
JLL595,70054,292
SRCL496,20054,795
FMC823,30050,271
AME1,111,00046,995
CERN500,00048,045
» More Current Portfolio

Meridian Funds's Sector Weightings:


SectorsSector Weightings (%)
Technology 24.5% 24.5%
Consumer Cyclical 17.8% 17.8%
Financial Services 11.8% 11.8%
Healthcare 9.5% 9.5%
Basic Materials 5.8% 5.8%
Energy 3.5% 3.5%
Industrials 3.4% 3.4%
Real Estate 2.6% 2.6%
Consumer Defensive 1.8% 1.8%
Communication Services 1.6% 1.6%
Utilities 0.7% 0.7%
» More Sector Weightings

Meridian Funds's News:

» More Related News


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