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.
Meridian Growth Legacy MERDX
- NAV / 1-Day Return 34.29 / +0.41 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.880%
- 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%
USD | NAV as of May 08, 2024 | 1-Day Return as of May 08, 2024, 12:32 AM GMT+0
Morningstar’s Analysis MERDX
Will MERDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |