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) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
MERIDIAN CONTRARIAN FUND CL A (MFCAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
MERIDIAN CONTRARIAN INVESTOR (MFCIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
MERIDIAN SM CAP GWTH FD INV (MISGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
MERIDIAN ENHANCED EQUITY FD CL A (MRAEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
MERIDIAN GROWTH FUND CL A (MRAGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
MERIDIAN ENHANCED EQTY INV (MRIEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
MERIDIAN GROWTH FUND INV (MRIGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
MERIDIAN SM CAP GWTH FD CL A (MSGAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
MERIDIAN SM CAP GWTH FD LEGACY (MSGGX) View Prospectus |
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.