How To Invest
New Meridian Investors
Direct investment in the Meridian Funds Legacy Shares is only available to existing shareholders as of 11/14/2013.
You may purchase our funds through your financial advisor or other financial intermediary.
Existing Meridian Investors
Legacy class shareholders may purchase, redeem or exchange shares of the Funds directly with Meridian Fund, Inc.® on any day the New York Stock Exchange is open for regular trading, in the following ways:
| By Telephone or Wire 1-800-446-6662 |
Regular Mail MERIDIAN FUND, INC.® P.O. Box 9792 Providence, RI 02940-9694 |
Express Mail MERIDIAN FUND, INC.® 4400 Computer Drive Westborough, MA 01581-1722 |
Other shareholders who hold shares may purchase, redeem or exchange shares of the Funds by contacting your advisor or other financial intermediary. If you maintain your account with a financial intermediary, you must contact that intermediary to purchase, redeem or exchange shares of the Funds in or from your account with the intermediary.
| SHARE CLASS | MINIMUM INITIAL INVESTMENT | MINIMUM SUBSEQUENT INVESTMENT |
|---|---|---|
|
Legacy |
Closed to new Meridian shareholders** |
$50 |
|
Institutional |
$1,000,000 |
None |
| Investor |
$99,999 |
None |
|
A Share |
$2,5001 |
$50 |
|
C Share |
$2,5001 |
$50 |
* Please refer to the prospectus prior to any investment with Meridian Funds and consult with your financial advisor, if applicable.
** See Statement of Additional Information (SAI) for limited exceptions.
1 Minimums and subsequent investment amounts are listed as per the prospectus. Amounts may vary across different investment advisors. Certain tax-deferred retirement accounts or UGMA/UTMA accounts are subject to a $500 minimum.
