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Morningstar

Meridian Small Cap Growth Investor MISGX

Morningstar Medalist Rating
Medalist Rating as of | See Meridian Investment Hub
  • NAV / 1-Day Return 12.42  /  +1.47 %
  • Total Assets 467.4 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield —
  • Turnover 53%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MISGX

Will MISGX outperform in 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 MISGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MISGX 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 MISGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced managers executing the strategy they know well.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Most share classes remain closed to new investors, and Meridian Small Cap Growth's managers continue to ply the strategy they know well. The following text is from April 24, 2023.

by Todd Trubey
Rated on Published on

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Portfolio Holdings MISGX

More MISGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Matson Inc

3.13 16.8 Mil
Industrials

RB Global Inc

2.99 16.0 Mil
Industrials

ACV Auctions Inc Ordinary Shares - Class A

2.97 15.9 Mil
Consumer Cyclical

Alight Inc Class A

2.91 15.6 Mil
Technology

Turning Point Brands Inc

2.72 14.6 Mil
Consumer Defensive

CarGurus Inc Class A

2.71 14.5 Mil
Consumer Cyclical

LegalZoom.com Inc

2.41 12.9 Mil
Industrials

Merit Medical Systems Inc

2.34 12.5 Mil
Healthcare

Stoneridge Inc

2.28 12.2 Mil
Consumer Cyclical

Mirion Technologies Inc Ordinary Shares Class A

2.26 12.1 Mil
Industrials