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Meridian Small Cap Growth Institutional (MSGRX)
10.88
-0.48
(-4.23%)
At close: April 4 at 8:01:40 PM EDT
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- Previous Close
11.36 - YTD Return -12.20%
- Expense Ratio 1.11%
- 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: MSGRX
View MoreTrailing returns as of 4/3/2025. Category is Small Growth.
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Holdings: MSGRX
View MoreSector Weightings
SectorMSGRX
Healthcare 27.39%
Technology 24.30%
Industrials 17.46%
Consumer Cyclical 16.63%
Energy 5.23%
Consumer Defensive 4.04%
Communication Services 3.00%
Utilities 1.02%
Financial Services 0.95%
Real Estate 0.00%
Basic Materials 0.00%
Recent News: MSGRX
View MoreResearch Reports: MSGRX
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