Nasdaq - Delayed Quote USD

Meridian Small Cap Growth Legacy (MSGGX)

12.45
+0.09
+(0.73%)
At close: 8:01:40 PM EDT
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  • Previous Close 12.36
  • YTD Return -14.30%
  • Expense Ratio 1.26%
  • Category Small Growth
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 324.78M
  • Beta (5Y Monthly) 1.09
  • 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

324.78M

Net Assets

2013-12-16

Inception Date

More about Meridian Small Cap Growth Legacy

Performance Overview: MSGGX

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Trailing returns as of 5/14/2025. Category is Small Growth.

YTD Return

MSGGX
14.30%
Category
12.40%
 

1-Year Return

MSGGX
3.35%
Category
55.69%
 

3-Year Return

MSGGX
0.31%
Category
19.34%
 

5-Year Return

MSGGX
6.62%
Category
20.72%
 

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Holdings: MSGGX

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Sector Weightings

SectorMSGGX
Healthcare   29.94%
Technology   21.16%
Industrials   18.95%
Consumer Cyclical   14.58%
Energy   5.99%
Consumer Defensive   4.31%
Communication Services   3.03%
Utilities   1.08%
Financial Services   0.97%
Real Estate   0.00%
Basic Materials   0.00%
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Recent News: MSGGX

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Research Reports: MSGGX

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