Tax Information

2025 Estimated Capital Gain Distributions

The Meridian Funds are required to make certain distributions of income and gains to shareholders each year to satisfy Internal Revenue Code requirements applicable to mutual funds.

The estimated per share amounts are listed below using income and capital gain amounts as of September 30, 2025. These figures are subject to change, perhaps significantly, and actual distribution amounts will be posted to the Funds’ website shortly after ex-dividend date.

You should not use these figures for computation of federal and/or state income taxes as you will receive an IRS tax form in early 2026 detailing the taxable portions of any distributions paid to you during 2025.

Please click here for 2025 Estimated Distributions.

Investment Minimums

SHARE CLASS	MINIMUM INITIAL INVESTMENT	MINIMUM SUBSEQUENT INVESTMENT
Legacy	Closed to new Meridian shareholders*	$50
Institutional	$1,000,000	None
Investor	$2,500	$50
A Share	$2,500	$50
C Share	$2,500	$50

Please refer to the prospectus prior to any investment with Meridian Funds and consult with your financial advisor, if applicable. *See Statement of Additional Information (SAI) for limited exceptions. Certain tax-deferred retirement accounts or UGMA/UTMA accounts are subject to a $500 minimum.

New Meridian Investors

You may purchase Meridian Funds directly by downloading an account application or through various financial institutions offering brokerage and financial advisory services to individual investors. Additionally, Meridian Funds may be purchased through a financial advisor.

Direct investments in the Meridian Fund’s legacy share class are only available to existing Meridian shareholders as of 11/14/2013.

Existing Meridian Investors

If you invest in a Meridian Fund through your financial advisor or another financial institution, you may purchase, redeem or exchange shares of the Funds by contacting your advisor or the financial intermediary where you maintain your account.

Meridian legacy share class shareholders may purchase, redeem or exchange shares directly with Meridian Fund, Inc.® on any day the New York Stock Exchange is open for regular trading in the following ways:

CONTACT VIA
By Telephone	1-800-446-6662
Regular Mail	MERIDIAN FUND, INC.® P.O. Box 534452 Pittsburgh, PA 15253-4452
Express Mail	MERIDIAN FUND, INC.® Attn: 534452 500 Ross Street 154-0520 Pittsburgh, PA 15262