Meridian Funds

Meridian Funds

13F
Meridian Fund
Last update 2013-08-31 149 Stocks (15 new)
Value $2.68 Bil Turnover 13 %
Countries:
Top Holdings: undefined(undefined%)

Meridian Funds Profile

Richard Aster is the founder of Aster Investment Management Company. He managed both the Meridian Value Fund (MVALX) and the Meridian Growth Fund (MERDX) until he passed away in February of 2012.
Aster received his undergraduate and graduate degrees in economics from the University of California, Santa Barbara.In June of 2013, Aster Investment Management was acquired by Arrowpoint Partners.

Meridian Funds Investing Philosophy

Richard Aster invests in both growth and value stocks. His Meridian Value Fund seeks to achieve long-term capital growth. In this fund, Aster invests primarily in equities that are undervalued in relation to the company's long-term earning power or asset value, or the stock market in general.
Meridian Funds Top Holdings of 2013-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRO
Brown & Brown Inc
4,612,800
74,358.0
+3.43%
2.800
+0.09%
0.810
-10.99%
+4.43%
35,043.1
Insurance
LKQ
LKQ Corp
2,734,400
70,411.0
-5.35%
2.600
-0.12%
0.960
-9.30%
+3.48%
9,678.0
Vehicles & Parts
AMG
Affiliated Managers Group Inc
386,000
63,281.0
+7.82%
2.400
+0.17%
0.990
+26.16%
+8.29%
5,692.0
Asset Management
PRGO
Perrigo Co PLC
482,100
58,334.0
+72.42%
2.200
+0.92%
0.360
+9.11%
+7.44%
3,718.8
Drug Manufacturers
MHK
Mohawk Industries Inc
510,900
57,471.0
+20.04%
2.100
+0.35%
0.800
+4.63%
-9.50%
6,740.8
Furnishings, Fixtures & Appliances
SRCL
Stericycle Inc
496,200
54,795.0
+41.33%
2.000
+0.58%
0.540
+5.89%
+25.06%
5,754.1
Waste Management
JLL
Jones Lang LaSalle Inc
595,700
54,292.0
+24.36%
2.000
+0.39%
1.200
+15.51%
-1.66%
11,818.6
Real Estate
FMC
FMC Corp
823,300
50,271.0
+329.03%
1.900
+1.46%
0.650
+12.10%
-12.53%
5,167.5
Agriculture
EWBC
East West Bancorp Inc
1,766,700
48,584.0
-13.04%
1.800
-0.25%
1.240
+38.98%
+10.67%
14,420.6
Banks
CERN
Cerner Corp
1,000,000
48,045.0
0%
1.800
0%
0.170
+2.27%
+2.50%
27,915.8
Healthcare Providers & Services

Meridian Funds's Historical Top Holdings Breakdowns

Meridian Funds Total Holding History ($B)

To

Meridian Funds's Asset Allocation

To

Meridian Funds Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Meridian Funds's Hypothetical Growth since 2013-06-30

Meridian Funds's Yearly Returns

Year Portfolio % % Excess Gain %

Meridian Funds's Holdings Heat Map

Size field:

Meridian Funds's Holdings Bubble Chart

Meridian Funds News

  • 1

Discussions on Meridian Funds

No discussions yet.