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Meridian Growth A (MRAGX)

29.32
+0.52
+(1.81%)
At close: 8:01:40 PM EDT
Loading Chart for MRAGX
  • Previous Close 28.80
  • YTD Return -8.09%
  • Expense Ratio 1.21%
  • Category Small Growth
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 827.39M
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend --
  • Inception Date Nov 15, 2013

Under normal circumstances, the fund emphasizes small- and mid-capitalization growth companies that the Investment Adviser believes may have prospects for above-average growth in revenues and earnings because of many factors, including high sales growth, high unit growth, industry growth, high or improving returns on assets and equity and a strong balance sheet. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.

Meridian

Fund Family

Small Growth

Fund Category

827.39M

Net Assets

2013-11-15

Inception Date

Performance Overview: MRAGX

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Trailing returns as of 4/9/2025. Category is Small Growth.

YTD Return

MRAGX
8.09%
Category
12.40%
 

1-Year Return

MRAGX
4.49%
Category
55.69%
 

3-Year Return

MRAGX
4.62%
Category
19.34%
 

5-Year Return

MRAGX
10.25%
Category
20.72%
 

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Holdings: MRAGX

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Sector Weightings

SectorMRAGX
Healthcare   30.88%
Technology   27.52%
Industrials   19.88%
Energy   2.45%
Real Estate   0.00%
Utilities   0.00%

Recent News: MRAGX

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Research Reports: MRAGX

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