
companies selling below their earnings value, for a low risk stable long-term growth fund. My Allocation: 5% MERIDIAN GROWTH FUND ( MERDX ) Type: Mid Cap Growth 5YR RTN: 6.88% MorningStar Rating: 5, The Street: A Philosophy: long-term
funds below illustrate some of the pitfalls of screening on stars alone. (The other 5-star Neutral fund was Meridian Growth MERDX , and the other 4-star Neutral funds were Fidelity Blue Chip Growth FBGRX, Janus Twenty JAVLX, Royce Value
56 10,130.74 230,575.64 2.91 02-07-12 cash 1.00 0.00 0.00 225,000.00 225,000.00 2.84 --- Meridian Growth 45.28 -1.01 -2.18 4,942.37 223,790.51 2.83 02-23-12 Loomis Sayles Bond Retail 14.51 -0.07 -0
is low. Any thoughts or other suggestions are much appreciated. My portfolio will be: 35% large cap - FPACX 5% midcap - MERDX 5% smallcap - ? 10% international - VEU or DODFX 5% emerging markets - VEIEX 10% short-term bonds - VFSTX & PONDX 30
did +11% and How did EDV and VUSTX Do Bill? ( +52% and +29%) Alittle Egg on the Face Bill? Might as well compare My MERDX and UMBMX to VFINX! Or my 57' -283 Chevy to my 72' -389 tri pwr GTO.. Of course, it's The Indexing/ Democrats vs
even at that Lower performance, still should beat the Index.. As of now, it's 50/50 btwn them. 2. Mid Caps- FBRVX, MERDX and UMBMX 3. Large Cap - YAFFX 4. Not trusting my own judgement- I just Kept things (%) allocations EQUALLY.. about 20
to provide investors with a broad range of mid-cap exposure in an overall allocation. My Favorite in my Port since 96'? MERDX . +7.4% YTD 3yr = +27% 5yr = +6% 10 yr = +8.6% VIMSX Index 3 yr = 15.5% 5yr = 0% 10 yr = 3% Scout UMBMX is
accounts 4. Thinking of Just Gambling it to Try to Make as Much as it Can The toss up is bwtn a 50/50 port of either: A. MERDX ( Mid Cap ) and VBIIX ( Bal Fund of Treas. & Corps Bonds) or B. GIM ( Global Bonds) and TGEIX ( EM Bond) I'm leaning
Hi, I am new to investing in managed fund. I recently opened a new account in Meridian with min balance. I am now ready to transfer my tax refund there. Should I do it? What is the general opinion of a fund when the founder and manger pass away? Here is the link ...
s Premium Services. Any help in pointing out any conflicts with the below funds is greatly appreciated. Thank You In no specific order: UMBMX FSCRX PTTDX ICMAX OAKIX FLPSX FCNTX MACSX JABAX JATTX YAFFX PRPFX MAPIX FMIOX SGROX MERDX FPACX