Morningstar

Meridian Growth Fund® Legacy Class MERDX

Morningstar Medalist Rating
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Medalist Rating as of See Meridian Investment Hub
  • NAV / 1-Day Return $30.16  /  −1.15 %
  • Fund Size $447.3M
  • Adjusted Expense Ratio 0.910%
  • Net Expense Ratio 0.960%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,000
  • Investment Status Closed
  • TTM Yield 0.00%
  • Turnover Ratio 49%
NAV and 1-Day Return as of

Morningstar’s Analysis MERDX

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

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of MERDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Meridian Growth Legacy holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MERDX

More MERDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RB Global Inc

2.55 14M
Industrials

Curtiss-Wright Corp

2.52 13M
Industrials

Axogen Inc

2.48 13M
Healthcare

Federal Signal Corp

2.41 13M
Industrials

Hinge Health Inc Ordinary Shares - Class A

2.34 12M
Healthcare

Definium Therapeutics Inc Ordinary Shares

2.25 12M
Healthcare

Veracyte Inc

2.18 12M
Healthcare

StandardAero Inc

2.14 11M
Industrials

Turning Point Brands Inc

2.13 11M
Consumer Defensive

Generac Holdings Inc

2.08 11M
Industrials

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