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Meridian Growth Legacy MERDX

Analyst rating as of
NAV / 1-Day Return
51.09  /  0.22 %
Total Assets
2.1 Bil
Adj. Expense Ratio
0.850%
Expense Ratio
0.850%
Fee Level
Low
Longest Manager Tenure
7.48 years
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
1,000
Status
Closed
TTM Yield
0.00%
Turnover
47%
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Morningstar’s Analysis

Will MERDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A good option despite minor flaws.

Associate Director

Summary

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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.

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