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Morningstar

Meridian Growth C MRCGX

Morningstar Medalist Rating
Medalist Rating as of | See Meridian Investment Hub
  • NAV / 1-Day Return 29.63  /  +1.02 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.890%
  • Expense Ratio 1.890%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield —
  • Turnover 47%

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

Morningstar’s Analysis MRCGX

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

  • People Pillar

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

Still a valid option at the right price.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Meridian Growth's experienced team continues to ply the same process it has employed for years. The following text is from April 24, 2023.

by Todd Trubey
Rated on Published on

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Portfolio Holdings MRCGX

More MRCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RB Global Inc

3.88 48.9 Mil
Industrials

Trimble Inc

3.70 46.6 Mil
Technology

Sensata Technologies Holding PLC

3.40 42.9 Mil
Technology

Matson Inc

3.19 40.2 Mil
Industrials

Ziff Davis Inc

3.17 40.0 Mil
Communication Services

Steris PLC

3.05 38.4 Mil
Healthcare

Euronet Worldwide Inc

2.98 37.6 Mil
Technology

Alight Inc Class A

2.90 36.6 Mil
Technology

CarGurus Inc Class A

2.88 36.4 Mil
Consumer Cyclical

ACV Auctions Inc Ordinary Shares - Class A

2.80 35.3 Mil
Consumer Cyclical