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Another Meridian Value?      1-Sep-07 01:41 am    
Well, I'll be picking up some shares in September. The fund is old enough now to have some sort of track record, and while the fees are a bit high, it's performed well enough. Fund appears to have less volatility than the small and midcap indices, yet has outperformed them over the preceding year.

Morningstar lists it like this:

Average Mkt Cap $Mil 1,560

Market Capitalization % ofPortfolio
Giant 1.11
Large 14.34
Medium 19.02
Small 39.39
Micro 26.14

Looks like a theme is still "busted growth":

Valuations and Growth Rates Stock Portfolio Rel to S&P 500 TR Rel to Category
Cash-Flow Growth -3.3 -0.3 -0.3
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turkeyboxer

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Another Meridian Value?
turkeyboxer Not rated 1-Sep-07 01:41 am  
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Presidio (PRSDX)

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