Nasdaq - Delayed Quote USD

Meridian Small Cap Growth A (MSGAX)

11.52 -0.06 (-0.52%)
At close: 8:00 PM EDT

Fund Summary

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 27.52%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 2

Performance & Risk

YTD Return -0.60%
5y Average Return 4.03%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MSGAXCategory AverageMSGAXCategory AverageMSGAXCategory Average
Alpha -13.38 -0.02 -9.21 0.01 -4.06 -0.02
BETA 0.94 0.01 1.11 0.01 1.07 0.01
Mean Annual Return -0.12 0.02 0.68 0.02 0.85 0.01
R-squared 68.49 0.78 72.76 0.73 68.13 0.73
Standard Deviation 20.13 0.26 23.96 0.21 19.63 0.19
Sharpe Ratio -0.22 0.01 0.25 0.01 0.44 0.01
Treynor Ratio -6.7 0.15 2.9 0.17 6.61 0.11

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