Morningstar

Meridian Small Cap Growth Fund Institutional Class MSGRX

Morningstar Medalist Rating
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Medalist Rating as of See Meridian Investment Hub
  • NAV / 1-Day Return $12.84  /  +1.66 %
  • Fund Size $172.7M
  • Adjusted Expense Ratio 1.110%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 62%
NAV and 1-Day Return as of

Morningstar’s Analysis MSGRX

Will MSGRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MSGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MSGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Meridian Small Cap Growth Institutional holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MSGRX

More MSGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Axogen Inc

3.18 9M
Healthcare

Federal Signal Corp

2.33 6M
Industrials

Hinge Health Inc Ordinary Shares - Class A

2.26 6M
Healthcare

Goldman Sachs FS Government Instl

2.17 6M
Cash and Equivalents

Veracyte Inc

2.11 6M
Healthcare

Consensus Cloud Solutions Inc Ordinary Shares

2.07 6M
Technology

Apartment List Inc. Series D Preferred Stock

2.02 6M
Corporate

Definium Therapeutics Inc Ordinary Shares

1.99 5M
Healthcare

SPX Technologies Inc

1.98 5M
Industrials

Turning Point Brands Inc

1.97 5M
Consumer Defensive

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