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Meridian Small Cap Growth Fund (MISGX)
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12.06 - YTD Return 6.11%
- Expense Ratio 2.23%
- Category Small Growth
- Last Cap Gain 1.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 538.35M
- Beta (5Y Monthly) 0.95
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 53.00%
- Last Dividend --
- Inception Date Jul 1, 2015
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
538.35M
Net Assets
2015-07-01
Inception Date
Performance Overview: MISGX
Trailing returns as of 4/25/2024. Category is Small Growth.
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Holdings: MISGX
Top 10 Holdings (31.10% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorMISGX
Healthcare 27.30%
Industrials 22.54%
Consumer Cyclical 18.77%
Technology 15.89%
Communication Services 5.27%
Consumer Defensive 3.29%
Basic Materials 2.48%
Energy 2.23%
Financial Services 1.40%
Utilities 0.83%
Real Estate 0.00%
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