MERDX – Meridian Growth Legacy Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund emphasizes small- and mid-capitalization growth companies that the Investment Adviser believes may have prospects for above-average growth in revenues and earnings because of many factors, including high sales growth, high unit growth, industry growth, high or improving returns on assets and equity and a strong balance sheet. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MERDX	Meridian Growth Fund® Legacy Class	No Load	Closed			Aug 1, 1984	$415.26M	0.910%	Below Average	$1,000	—
MRIGX	Meridian Growth Fund® Investor Class	Institutional	Open			Nov 15, 2013	$5.93M	0.960%	Above Average	$2,500	—
MRRGX	Meridian Growth Fund® Institutional Class	Institutional	Open			Dec 24, 2014	$29.74M	0.880%	Below Average	$1M	—
MRAGX	Meridian Growth Fund® A Class	Front Load	Open			Nov 15, 2013	$1.54M	1.230%	Average	$2,500	—
MRCGX	Meridian Growth Fund® Class C	Level Load	Limited			Jul 1, 2015	$90,547.00	1.930%	Below Average	$2,500	—

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