Nasdaq - Delayed Quote USD
Meridian Growth C (MRCGX)
28.66
+0.34
+(1.20%)
At close: 8:01:40 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -9.38% |
| 5y Average Return | 5.83% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 5, 2025) | 26.29% |
| Worst 1Y Total Return (May 5, 2025) | -- |
| Best 3Y Total Return | 26.29% |
| Worst 3Y Total Return | -5.52% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MRCGX
Category
- YTD
- -11.40%
- 12.40%
- 1-Month
- -3.47%
- 3.37%
- 3-Month
- -14.87%
- 4.88%
- 1-Year
- -2.47%
- 55.69%
- 3-Year
- -3.05%
- 19.34%
- 5-Year
- 5.05%
- 20.72%
- 10-Year
- 5.06%
- 13.98%
- Last Bull Market
- 17.29%
- 27.85%
- Last Bear Market
- -22.42%
- -24.06%
Annual Total Return (%) History
Year
MRCGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -8.21% | -- | -- | -- |
| 2024 | 2.00% | -2.12% | 6.70% | -0.99% |
| 2023 | 10.98% | 3.32% | -10.14% | 10.84% |
| 2022 | -8.86% | -22.42% | -5.14% | 4.41% |
| 2021 | 8.79% | 5.67% | -2.37% | 1.53% |
| 2020 | -30.62% | 32.65% | 8.75% | 23.58% |
| 2019 | 18.01% | 0.94% | -2.49% | 8.74% |
| 2018 | 1.41% | 6.14% | 5.44% | -18.81% |
| 2017 | 6.76% | 5.42% | 4.83% | 5.37% |
| 2016 | 2.13% | 3.79% | 7.45% | 1.05% |
| 2015 | 2.77% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 54 |
| 1-Month | 96 |
| 3-Month | 59 |
| 1-Year | 76 |
| 3-Year | 96 |
| 5-Year | 87 |
Load Adjusted Returns
| 1-Year | -3.44% |
| 3-Year | -3.05% |
| 5-Year | 5.05% |
| 10-Year | 5.06% |
Performance & Risk
| YTD Return | -9.38% |
| 5y Average Return | 5.83% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Meridian |
| Net Assets | 782.68M |
| YTD Return | -11.40% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 24, 2014 |
Fund Summary
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.
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