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Meridian Small Cap Growth Investor (MISGX)

10.71
-0.41
(-3.69%)
At close: 8:01:39 PM EDT
Loading Chart for MISGX
  • Previous Close 11.12
  • YTD Return -12.19%
  • Expense Ratio 1.26%
  • Category Small Growth
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 334.93M
  • Beta (5Y Monthly) 1.07
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 42.00%
  • Last Dividend --
  • Inception Date Dec 16, 2013

The fund seeks long-term growth of capital by investing, under normal circumstances, at least 80% of its net assets, including the amount of any borrowings for investment purposes, in equity securities (including common stocks, preferred stocks and securities convertible into common and preferred stocks) of U.S. small capitalization companies. It may also invest up to 20% of its net assets in securities of companies of any market capitalization.

Meridian

Fund Family

Small Growth

Fund Category

334.93M

Net Assets

2013-12-16

Inception Date

Performance Overview: MISGX

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Trailing returns as of 4/8/2025. Category is Small Growth.

YTD Return

MISGX
12.19%
Category
12.40%
 

1-Year Return

MISGX
7.55%
Category
55.69%
 

3-Year Return

MISGX
2.51%
Category
19.34%
 

5-Year Return

MISGX
11.12%
Category
20.72%
 

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Holdings: MISGX

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Sector Weightings

SectorMISGX
Healthcare   27.39%
Technology   24.30%
Industrials   17.46%
Energy   5.23%
Utilities   1.02%
Real Estate   0.00%

Recent News: MISGX

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Research Reports: MISGX

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