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 Dow Up 0.17% Nasdaq Up 0.44%

Meridian Small Cap Growth Advisor (MSGAX)

11.34 Down 0.02(0.18%) Jul 11
Prev Close:11.36
YTD Return*:11.29%
Net Assets*:18.26M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for MSGAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
WWW2.39-21.91
CLH2.357.59
CDNS2.2725.25
TNET2.00-26.84
VPRT1.88-1.12

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:18.26M
Category:Small Growth
Annual Report Expense Ratio (net):NaN%

Performance & Risk

YTD Return:11.29%
5y Avg Return:N/A
Rank in Category (ytd):1
% Rank in Category (ytd):0.14%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks long-term growth of capital by investing primarily in equity securities of small capitalization companies. 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, but not limited to, 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. View More
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