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Mutual Funds: MERIDIAN

Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Fund Settlement Date Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
MERIDIAN ENHANCED EQUITY FD LEGACY (MEIFX)
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1 $0.00 $0.00 $0.00 $0.00
MERIDIAN CONTRARIAN FUND CL A (MFCAX)
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1 $0.00 $0.00 $0.00 $0.00
MERIDIAN CONTRARIAN INVESTOR (MFCIX)
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1 $0.00 $0.00 $0.00 $0.00
MERIDIAN SM CAP GWTH FD INV (MISGX)
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1 $0.00 $0.00 $0.00 $0.00
MERIDIAN ENHANCED EQUITY FD CL A (MRAEX)
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1 $0.00 $0.00 $0.00 $0.00
MERIDIAN GROWTH FUND CL A (MRAGX)
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1 $0.00 $0.00 $0.00 $0.00
MERIDIAN ENHANCED EQTY INV (MRIEX)
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1 $0.00 $0.00 $0.00 $0.00
MERIDIAN GROWTH FUND INV (MRIGX)
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1 $0.00 $0.00 $0.00 $0.00
MERIDIAN SM CAP GWTH FD CL A (MSGAX)
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1 $0.00 $0.00 $0.00 $0.00
MERIDIAN SM CAP GWTH FD LEGACY (MSGGX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.