Meridian Growth's proven team is a strength, but concerns about its otherwise sensible process drop its Morningstar Analyst Rating to Bronze for most share classes and Neutral for the pricey C shares. All but the Institutional shares are closed to new investors.
Will MERDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MERDX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MERDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MERDX’s parent organization’s priorities and whether they’re in line with investors’ interests.