All Funds

Prices as of 12.14.17 Returns at NAV as of 11.30.17
Fund Name Symbol Price ($) Change (%) YTD (%) 1 Year (%) 3 Year (%) 5 Year (%) 10 Year (%) Inception
Meridian Growth Fund MERDX 43.39 -0.64 22.26 22.31 11.26 13.84 10.14 8.1.84
Meridian Contrarian Fund MVALX 45.3 -0.81 21.81 24.42 11.92 14.95 8.37 2.10.94
Meridian Equity Income Fund MEIFX 15.8 -0.25 25.10 27.14 10.18 14.01 7.91 1.31.05
Meridian Small Cap Growth MSGGX 16.19 -0.31 19.40 20.61 11.47 n/a n/a 12.16.13

Performance data quoted represents past performance. Past performance is no guarantee of future results and investment returns and principal value of the Fund will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance quoted. Visit meridianfund.com for current month end performance. 

Performance provided is for Legacy class shares.

Legacy Class shares of each Fund are no longer available for purchase by new investors, except under certain limited circumstances which are described in the Statement of Additional Information.

The Fund’s past performance is not necessarily an indication of how the Fund will perform in the future. Performance prior to 9.5.13 reflects the Fund’s performance under the management of Aster Investment Management Co. using similar investment strategies. ALPS Distributors, Inc. and Aster Investment Management Co. are unaffiliated. 

The gross expense ratio for the Meridian Growth Fund was 0.89% as of October 31, 2017. The net expense ratio for the Meridian Growth Fund was 0.89% as of October 31, 2017.

The gross expense ratio for the Meridian Contrarian Fund was 1.15% as of October 31, 2017. The net expense ratio for the Meridian Contrarian Fund was 1.15% as of October 31, 2017. 

The gross expense ratio for the Meridian Equity Income Fund was 1.35% as of October 31, 2017. The net expense ratio is 1.38% after a recoupment of 0.03% is added to the gross expense ratio as of October 31, 2017. 

The gross expense ratio for the Meridian Small Cap Growth Fund was 1.24% as of October 31, 2017. The net expense ratio is 1.25% after a recoupment of 0.01% is added to the gross expense ratio as of October 31, 2017.

Meridian Growth Fund
Focused on small and medium-sized companies with strong competitive advantages, large addressable markets, high quality businesses, and attractive risk/rewards characteristics.


Meridian Contrarian Fund
Screens for companies that have missed earnings for several quarters in a row and then conducts rigorous fundamental research to assess the potential to return to a positive growth trajectory, investing in those companies where opportunity is identified.


Meridian Equity Income Fund
Invests in dividend-paying companies of any size that demonstrated strong earnings-growth, a key identifier of a company’s potential to grow the dividend through time.


Meridian Small Cap Growth Fund
Focused on small-sized companies with strong competitive advantages, large addressable markets, high quality businesses, and attractive risk/rewards characteristic

Risk Considerations

Data presented reflects past performance, which is no guarantee of future results. Investment results and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Due to market volatility, current performance may be higher or lower than the performance shown. Call 877.796.3434 for performance current to the most recent month end. Returns include reinvestment of all distributions and returns of less than 1 year are not annualized.

Investing involves additional risks, such as Investment Strategy Risk, Equity Securities Risk,Market Risk, Growth Securities Risk, Value Securities Risk, Income Risk, Small Company Risk, Foreign Securities Risk, High Yield Bond Risk and Debt Securities Risk. For more information about the risks associated with each fund, go to its detailed fund information page or read the prospectus.

Investing in the market is subject to risk and possible loss of principal amount invested.

Investors should consider the investment objective and policies, risk considerations, charges and ongoing expenses of an investment carefully before investing. The prospectus contains this and other information relevant to an investment in the fund. Please read the prospectus or summary prospectus carefully before you invest or send money. To obtain a prospectus, please contact your investment representative or access the literature page.