Meridian Growth features a seasoned, cohesive team and a sensible, stable approach, driving a Morningstar Analyst Rating of Bronze for most share classes but Neutral for the pricier C shares. All but the institutional shares are closed to new investors.
- NAV / 1-Day Return 30.57 / 0.78 %
- Total Assets 1.3 Bil
-
Adj. Expense Ratio
0.850%
- Expense Ratio 0.850%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,000
- Status Closed
- TTM Yield —
- Turnover 47%
Morningstar’s Analysis MERDX
Will MERDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 76
- Bond Holdings 0
- Other Holdings 7
- % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Goldman Sachs FS Government Instl
8.45
121,909,867
Cash and Equivalents