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Meridian Growth Fund: (MF: MERDX)

(NASDAQ Mutual Funds) As of Aug 5, 2026 06:28 PM ET

$32.82 USD

-0.33 (-1.00%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 9.69 92
3 months 19.09 55
6 months 9.69 92
1 Year 7.31 95
3 Year 3.01 97
5 Year -2.36 96
10 Year 7.63 95

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 129.06
Bear Market (10/07 - 2/09) -42.02
Bull Market (2/09 - 3/21) 476.71

Load Adjusted Returns as of Jun 30, 2026

1 Year 7.30
5 Year -2.35
10 Year 7.63
Since Inception 10.74

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -7.89 19.09 NA NA
2025 -7.84 3.91 -1.43 -0.74
2024 2.24 -2.02 6.76 -0.62
2023 11.18 3.60 -9.47 10.56
2022 -8.60 -22.24 -4.91 4.69
2021 9.05 5.95 -2.12 1.78

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.69-6.316.2815.29-29.2515.1124.9227.62-6.9125.6116.27
% Total Return Rel to Index -6.02-24.53-18.74-10.95-11.04-13.566.52-3.86-2.523.824.34
% Total Return Rel to Peer -8.96-13.62-5.64-0.78-9.73-4.195.922.183.8610.020.32
% Perf Quintile vs Peer* 5.005.005.003.005.004.002.002.002.001.004.00
% Dividends 0.000.000.000.000.000.000.000.000.020.000.00
% Yield 0.000.000.000.000.000.000.000.000.050.000.00
Capital Gains ($) 0.002.820.040.004.107.400.423.545.432.940.20
Expense Ratio 0.000.960.900.880.850.840.850.850.860.870.86

* 1 = Top 20%, 5 = Bottom 20%