Tax Information

2020 Estimated Capital Gain Distributions

The Meridian Funds are required to make certain distributions of income and gains to shareholders each year to satisfy Internal Revenue Code requirements applicable to mutual funds.

The estimated per share amounts are listed below using income and capital gain amounts as of September 30, 2020. These figures are subject to change, perhaps significantly, and actual distribution amounts will be posted to the Funds’ website shortly after ex-dividend date.

You should not use these figures for computation of federal and/or state income taxes as you will receive an IRS tax form in early 2021 detailing the taxable portions of any distributions paid to you during 2020.

Please click here for 2020 Distributions.



Past performance is not indicative of future performance.

Meridian Fund, Inc. and ALPS Distributors, Inc. do not offer tax advice. The tax information contained herein is general and is not exhaustive by nature. It was not intended or written to be used, and it cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Federal and state tax laws are complex and constantly changing. Please consult your tax professional or financial adviser for more information regarding your tax situation.